AI for tax resolution prep
Every IRS form, prepped in 5 minutes instead of an hour.
Drop your client’s documents into Rima — bank statements, pay stubs, tax transcripts, intake forms any format. Rima’s AI data-entry agents complete the 433s, draft the P&L, and flag every gap in the application. Your EAs review. Rima does the grunt work.
433-F · 433-B · 433-A (OIC) · P&L
Animation of the Rima product review screen: client documents are processed, the real IRS Form 433-A (OIC) fills across Sections 1, 2, 3 and 8 to 398 of 425 fields while the view travels down all seven pages, ending on the completed Offer Amount, two gaps are flagged, and the form reaches Pending review for an enrolled agent to approve.
Integrations
10+
Integrations to your CRM, document & practice management software
Prep time
1hr→5min
Per IRS form, prepped — down from an hour of manual entry
Scale
300+
Clients at tax resolution firms running Rima
Forms supported
433-F433-A433-B
IRS collection forms, prepped end-to-end — with P&L drafting built in
The problem
Your case management software manages cases. It doesn’t prep them.
Logics, Pitbull, and Canopy tell you where every case stands. But before a case can move, someone has to read forty pages of bank statements, chase a missing pay stub, and hand-type the numbers into a 433-A. That someone is a case manager or enrolled agent you’re paying for judgment, not data entry.
An hour per form, multiplied across every form, every client, every month. At most firms, that math — not headcount, not leads — is the ceiling on how many cases you can take.
How Rima works
AI data-entry agents that do the grunt work of resolution prep.
Drop the documents
Bank statements, tax transcripts, loan statements, utility bills, intake forms — any format, no sorting, no renaming.
Drop client documents
Rima fills the forms
AI agents read every page and populate the 433-F, 433-B, or 433-A (OIC), and draft the P&L — in about five minutes per form.
Your case manager starts at review
Rima flags what's missing and surfaces the arguments available for the case. Your team's first touch is the judgment step.
mi@taxresolvepro.com
Tasks
Runs waiting on your review — approve extractions and write-backs to let them continue.
Page 1
| SUMMARY OF ACCOUNTS | |||||
|---|---|---|---|---|---|
| Account Type | Account Number | Beginning Balance | Debits | Credits | Ending Balance |
| Dividend Checking | ••••4821 | $1,204.55 | $276.43 | $412.00 | $1,340.12 |
Statement Period: 02-03-26 Thru 03-02-26
| Posted Date | Effective Date | +/- | Amount | Transaction Description | Ending Balance |
|---|---|---|---|---|---|
| 02-03-26 | 02-03-26 | + | 50.00 | INTERNET CREDIT | 1,254.55 |
| 02-03-26 | 02-03-26 | − | 2.66 | SERVICE FEE | 1,251.89 |
| 02-03-26 | 02-03-26 | − | 9.68 | DEBIT PURCHASE | 1,242.21 |
| 02-03-26 | 02-03-26 | − | 4.07 | ATM WITHDRAWAL | 1,238.14 |
| Summary Acct No. | Summary Acct Type | Beg. Balance | Credits | Debits | End Balance | |
|---|---|---|---|---|---|---|
| Amount | Amount Sign | Description | Effective Date | Posted Date | Running Balance | |
|---|---|---|---|---|---|---|
| 50.00 | + | INTERNET CREDIT | 02-03-26 | 02-03-26 |
Case study
From an hour per form to five minutes — at 300-client scale.
A mid-market tax resolution firm managing 300+ active clients cut form prep from an hour to under five minutes each by taking manual document processing and data entry off their case managers’ desks. Their EAs and case managers now spend their hours on case review — the work that actually resolves cases.
Firm size
300+ active clients
Before
60 min per form
After
under 5 min per form
Team impact
EAs moved from data entry to review
Security
Built for the documents you can’t afford to mishandle.
Your clients’ bank statements, Social Security numbers, and financials move through Rima every day — so security is the foundation, not a feature.
Your data never trains anyone's models
We have zero-retention agreements with every AI provider we use. Your clients' documents are never used to train models — ours or anyone else's.
Encrypted everywhere
AES-256 encryption at rest. TLS 1.3 in transit. Every document your firm handles is protected end-to-end.
Access on a need-to-know basis
Role-based access controls ensure only authorized users at your firm can see client information. No shared logins, no over-broad permissions.
Retention you control
Your firm sets the retention policy. We document and enforce it. You decide how long client files stay in Rima.
Independently assessed
CASA certified. Continuous penetration testing. SOC 2 controls implemented across the full framework — certification audit underway.