Simple, per-seat pricing.
Pay only for the people on your team who use it. Your clients use the portal free.
Credit card required at signup. No charge during your 31-day free trial. Billing begins on Day 32.
- 31-Day Free Trial — no charge until Day 32
- Client portal users are always free
- Cancel anytime — unused days refunded automatically
- Users added mid-month billed starting the next billing cycle
- Engagement workflow with reviewer queue
- Encrypted client portal & document vault
- UltraTax client + entity-code import
- Audit log, MFA, role-based access
- Email and in-app support
Pursuing SOC 2 Type II attestation · GLBA · encrypted at rest
Only active internal users are billed. Add and remove seats as your firm changes.
Frequently asked
What counts as a billable user?
Internal staff who sign in to the firm workspace — firm admins, reviewers, preparers, and staff. We bill per active internal seat, per month.
Are clients charged?
No. Client portal users are always free, no matter how many you invite. You pay only for your internal team.
Do I need a credit card to start the trial?
Yes. A payment method is required at signup, but you are not charged during the 31-day free trial. Billing begins on Day 32.
What happens after the 31-day trial?
On Day 32, billing begins automatically using the payment method on file. You can cancel any time before then.
Can I cancel?
Yes, any time. Cancellation takes effect immediately and unused days are refunded automatically. No lock-in.
What if I add users mid-month?
Additional users added during a billing month are billed beginning with the next billing cycle — no surprise mid-month charges.
Does Rumo replace UltraTax?
No. Rumo is the operating layer around your tax engine — clients, documents, workflow, review, and visibility. UltraTax stays where it is; Rumo connects to it.
Is support included?
Yes. Email and in-app support are included on every plan. Pilot firms get a named partner during onboarding.
Can I talk to someone?
Yes. Call or text (858) 504-3717 — US-based, weekdays. Or use the demo request form and we'll follow up within one business day.
Ready to look around?
Start a trial, or book a 30-minute walkthrough with our team.