Firm Analytics
The operating picture partners want without asking.
Partner-level visibility into how the firm actually runs — cycle time, reviewer throughput, document readiness, admin load, and where the next bottleneck will form.
The promise
Firm-wide operational metrics, drawn from how work actually moves through Rumo.
Capabilities
What you can actually do.
Cycle time
Engagement start to ready-for-review, ready to completed — by service line and reviewer.
Reviewer throughput
Items completed, items blocked, median wait.
Document readiness
What percentage of engagements have complete inputs.
Admin labor metrics
Hours saved from chasing, reminding, and tracking.
Partner dashboards
Daily firm operating picture in one view.
Export and integrations
Take metrics into your own BI tools when you need to.
Outcomes
What changes for the firm.
- Partners stop calling status meetings
- Bottlenecks visible before they become problems
- Operational improvements measurable, not anecdotal
- A factual basis for staffing and capacity decisions
Works with what you have
Rumo works alongside your existing tax-preparation software. No rip-and-replace.