ProConnect Tax
Revo plugs into Intuit ProConnect to pull return state, prior-year data, and forms. drafts client emails, e-file packages, and 8879 requests scoped to the return.
What It Is
Revo connects to your ProConnect Tax workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo plugs into Intuit ProConnect to pull return state, prior-year data, and forms. drafts client emails, e-file packages, and 8879 requests scoped to the return.
Tasks Revo runs in ProConnect Tax
Client communication
Confirm 8879 received and notify the client of filing
When DocuSign signals the 8879 is signed, Revo confirms with the client, files the return, and sends the 'we're filed' note.
Matter management
Send the Form 8879 e-sign request the moment a return is approved
Revo prepares Form 8879 from the return, sends it via DocuSign, and tracks signature so the partner doesn't have to chase.
Client communication
Send the tax return draft to the client for review
Revo packages the return PDF, drafts a clear cover note explaining the highlights, and sends it via portal or email. the moment staff signals ready.
Client communication
Answer a client question on the tax return draft
Revo reads the question, opens the return in your tax software, finds the line, and drafts the explanation in plain English.
Client communication
Triage an IRS notice the client just forwarded
Revo reads the notice, classifies it (CP2000, CP14, audit selection), checks the return, and drafts a plain-English reply with the next step.
Matter management
File a tax extension before the deadline catches you
When a client flags they're late or partner pushes for extension, Revo prepares Form 4868 or 7004, files it, and confirms with the client.
