TaxDome
Revo plugs into TaxDome to read engagements, portal documents, and tasks. drafts every reply, filing, and client update in the right matter.
What It Is
Revo connects to your TaxDome workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo plugs into TaxDome to read engagements, portal documents, and tasks. drafts every reply, filing, and client update in the right matter.
Tasks Revo runs in TaxDome
Client communication
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Internal coordination
Stay on top of CPE compliance without setting another reminder
Revo reads the compliance email, calendars the deadline, picks a relevant CPE if you're short, and registers you. so license renewal stops being a panic.
Billing & finance
Process a vendor bill or firm expense from the inbox
Revo extracts the vendor, amount, due date, and category, posts it to the right account, and routes for partner approval.
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.
Client communication
Reply when a client asks 'have you received my document?'
Revo searches your inbox and client portal, finds every receipt of the docs the client mentions, and drafts the reply. seconds, not minutes.
Drafting
Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
