Client Portal
A client portal clients actually use.
Most client portals fail on adoption. Rumo's portal stays out of the way — clients see what they owe, upload what's needed, and respond without learning anything.
The promise
Higher portal adoption, fewer email side-channels, faster client response.
Capabilities
What you can actually do.
Zero-learning interface
Clients see a list of what's needed and a place to put it. That's it.
Magic-link access
No passwords to reset, no apps to install.
Mobile-first uploads
Most documents arrive from phones — built for that reality.
Status clarity
Clients can see what's outstanding without asking.
Spouse / co-signer flows
Multi-party engagements handled without breaking the experience.
Secure by default
Permissions, audit trails, and encryption built in.
Outcomes
What changes for the firm.
- Higher portal adoption rates
- Fewer email side-channels for document collection
- Faster median client response time
- Less admin labor on portal support
Works with what you have
Rumo works alongside your existing tax-preparation software. No rip-and-replace.