Security

Built for the data tax firms handle.

Accounting firms ask security questions before they sign anything. Here's how Rumo is built to answer them.

Data protection

Encryption in transit and at rest. Sensitive client data handled with the care a tax firm requires.

Access controls

Role-based permissions for partners, admins, reviewers, preparers, and clients — granular where it matters.

Audit trails

Every meaningful action is logged. Reconstruct any engagement or document interaction on demand.

Secure uploads

Client document uploads handled over secure channels with verification and integrity checks.

Privacy posture

We collect what's necessary to operate the platform and nothing more.

Compliance roadmap

Working toward the certifications accounting firms expect, including SOC 2 alignment.

Modernize tax firm operations without replacing your tax software.