Rumo replaces the patchwork of email, spreadsheets, and disconnected portals with one secure workspace for intake, documents, engagements, and review. Built for the way modern CPA firms actually work.
31-day free trial · Cancel anytime · US-based support
Searchable, versioned vault with masked taxpayer IDs and clean handoffs to your team.
Simple invites, plain-English requests, signed organizers, and on-time uploads — no training needed.
Templates, reminders, and a review queue that keep work flowing through busy season.
Rumo is aligned to IRS Pub 4557 and FTC Safeguards expectations from day one. Your data, your clients' data, and your firm's reputation stay protected.
Whether you want to try Rumo today or talk to a human first — start where you're most comfortable.
Set up your firm, invite your team, and run a real engagement. 31 days, no card required.
A short questionnaire — we'll tell you where Rumo would save your firm the most time.