For Preparers
Clear tasks. Less ambiguity.
Preparer work stalls on missing information and unclear priorities. Rumo makes both visible, so preparation time is spent preparing.
The promise
Less hunting for context. Less waiting on missing inputs.
Capabilities
What you can actually do.
Personal work queue
Engagements assigned, prioritized, and ready to work.
Document readiness signal
Know what's missing before opening the engagement.
Inline context
Prior-year notes, partner instructions, and client specifics in one place.
Smooth handoffs to review
Submit to review with one action — context follows.
Outcomes
What changes for the firm.
- Less time per engagement on coordination overhead
- Fewer interruptions to ask 'where is X?'
- Cleaner submissions to review
- More predictable daily output
Works with what you have
Rumo works alongside your existing tax-preparation software. No rip-and-replace.