Document Operations
Document collection that doesn't run on reminders.
Request what's needed, collect it in a place clients can actually use, organize it on arrival, and see what's still missing — without chasing.
The promise
Document gaps close earlier in the cycle, with less admin time spent on follow-up.
Capabilities
What you can actually do.
Structured requests
Request lists tailored by client type, engagement, and year.
Smart reminders
Reminders that escalate appropriately and stop when items arrive.
Arrival sorting
Incoming documents land where they belong, not in an inbox.
Missing-item visibility
Every engagement shows its document readiness at a glance.
Year-over-year rollforward
Carry document lists forward; adjust for changes only.
Secure upload
Client uploads handled with audit trails and permissions.
Outcomes
What changes for the firm.
- Reduction in manual document follow-up
- Shorter time-to-complete on document requests
- Earlier visibility on gaps that would otherwise surface late
- Less back-and-forth with clients about what's needed
Works with what you have
Rumo works alongside your existing tax-preparation software. No rip-and-replace.