Client Operations
Client work, on one operating thread.
Requests, statuses, deadlines, and conversations — handled in one place instead of scattered across email, portals, and spreadsheets.
The promise
Every client engagement has one operating thread the whole firm can see.
Capabilities
What you can actually do.
Unified client view
Engagements, requests, documents, and communication on one client record.
Structured requests
Requests that route, remind, and resolve themselves — not another email.
Communication history
What was asked, when, by whom, and what came back.
Deadline orchestration
Client-side deadlines visible alongside firm-side deadlines.
Multi-contact handling
Spouses, controllers, family-office contacts — modeled properly.
Handoffs without ambiguity
When an engagement moves between staff, context moves with it.
Outcomes
What changes for the firm.
- Less time triaging email
- Fewer dropped client threads
- Faster client responsiveness
- Cleaner partner-level visibility into every relationship
Works with what you have
Rumo works alongside your existing tax-preparation software. No rip-and-replace.