How can we help?

Rumo is designed to be usable on day one. After your firm is provisioned, sign in at app.rumopro.com with the admin email you used at signup.

First steps

Set your firm profile, invite your first teammates, and import your active client list. Most firms are operating within the first week.

Recommended order

1) Invite staff. 2) Add clients. 3) Create your first engagement. 4) Invite portal users. 5) Send your first document request.

From Settings → Team, choose Invite. Enter the teammate's email and select a role: Partner, Reviewer, Preparer, or Administrator.

Roles

Roles determine what a teammate can see and change. Partners have full visibility. Reviewers see review queues. Preparers see assigned work. Administrators manage clients and coordination.

Removing access

Deactivate a teammate at any time from Settings → Team. Their historical activity is preserved for audit.

Add clients individually from the Clients tab, or import a CSV under Clients → Import.

Required fields

Client name and primary contact email. Everything else is optional and can be added later.

Entities

A single client record can hold multiple entities — an individual and their businesses — with shared portal access.

Engagements are the unit of work in Rumo. Create one from a template — 1040, 1120, 1065, 990, or your own — and assign it to a client.

Templates

Templates define stages, checklists, and default assignments. Edit them from Settings → Engagement Templates.

Stages

Every engagement moves through stages you define — for example: Intake, Prep, Review, Delivery. Rumo tracks time in stage and surfaces work that has stalled.

From a client record, choose Invite to Portal. The client receives an email with a secure sign-in link.

What clients see

Only the requests, documents, and messages associated with them. No firm-internal information is visible.

Multiple contacts

Add multiple portal users per client — for example, both spouses on a joint return.

From an engagement, choose Request Documents. Add each item, set who is responsible, and send.

Reminders

Rumo sends polite automated reminders on the schedule you set. You can pause or override at any time.

Review-ready

Uploaded documents are grouped, versioned, and marked complete once accepted, so reviewers get a clean handoff.

Reviewers see a single queue of engagements ready for review, ordered by due date and priority.

Review notes

Leave review notes directly on an engagement. Preparers see them in context and mark each note resolved.

Sign-off

Sign-off is recorded with a timestamp and user, contributing to the audit trail.

Manage your subscription from Settings → Billing. You can change plans, update payment method, and download invoices.

Free trial

New firms get a free trial. You will not be charged until the trial ends, and you can cancel any time before then.

Cancellation

Cancel from Settings → Billing. Access continues through the end of the paid period. Your data is retained per our retention policy — see Privacy.

Email support@rumopro.com for anything — questions, issues, or feature requests. We respond during US business hours and prioritize customers on active engagements.

Onboarding

New firms are paired with an implementation contact who helps configure templates and import clients.

Status

For service status or incident updates, contact support and we'll share the latest.