Advisor
Evaluate resolution options, diagnose case risks and missing information, research IRS procedures through the searchable Internal Revenue Manual, and surface the advocacy angles your EA will argue—all with the client’s case context in view.
AI for Tax Resolution Firms
Turn client documents into case-preparation drafts for your team to verify, correct, and approve.
Schedule a demoSupports 433-F · 433-B · 433-A (OIC)
Modern Tax Resolution Runs on Rima
Rima is a collaborative workspace that helps case managers and EAs automate data entry, case completeness checklist and research so they can focus on review
Data Entry
Upload structured and unstructured documents like Bank statements, tax transcripts, loan statements, utility bills, intake forms, etc. Rima data entry agent reads every page and populates the 433-F, 433-B, or 433-A (OIC) forms using your unique rules and edge case exceptions. Say goodbye to manual data entry and data transfer.
Case Completeness Checklist
Build automated checklists to review every case for missing documents, incomplete fields, and low-confidence data. See what needs attention and resolve all issues before submission.
Workflows
A complete library of tax resolution workflows, covering everything from 433 forms to 1040 preparation and P&L reporting. Standardize case prep across your firm to improve speed, accuracy, and consistency.
Human-in-the-Loop
Rima flags missing information and low-confidence data so your enrolled agents and case managers can verify source records, resolve issues, and approve the work before it's finalized.
Review the work. Trace every action.
Task-level audit trails and a complete timeline for every Run give your firm a clear record of how the work progressed.
Client & Firm Operations
Organize client records, documents, team access, and Run history in one place. Create subsidiaries and related entities for clients with multiple businesses while preserving separate entity context and parent-level visibility.
AI Assisted Tax Resolution That Empowers Your Team To Do More
Prep time
90mins→30mins
Per IRS 433 form, prepped. Down from 90 minutes of manual entry.
Scale
300+
Tax resolution cases completed on Rima
FULLY OPTIMIZED WORKFLOWS
433-F433-OIC433-B1040
Rima AI reduces manual data entry, enhances review to ensure case completeness and accelerates operations at scale.
Your Data and Knowledge Stay Secure
Security built around client financial data.
Every layer of Rima is designed to handle and protect your most sensitive data.
- Documents are never used to train AI models
- AES-256 at rest and TLS 1.3 in transit
- Retention governed by our terms and privacy policy
- Complete tenant isolation
- CASA certified; SOC 2 in observation
AES-256TLS 1.3CASA CERTIFIEDSOC 2 IN OBSERVATION
Move your team from data entry to case review.
See how Rima can help your firm prepare more complete forms and resolve more cases.