Advisor
Instantly search through case documents to surface advocacy angles and get full case summaries before going into any meeting. No more hunting through pages or losing hours on research.
AI for Tax Resolution Firms
Domain specific AI for tax resolution firms and EAs that automates manual case prep end to end.
Schedule a demoSupports 433-F · 433-B · 433-A (OIC)
Modern Tax Resolution Runs on Rima
Rima 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
Every task completed by Rima agents is reviewed by humans. Rima flags missing information and low-confidence data, letting your enrolled agents and case managers review and approve everything before it's finalized.
Integrations
Seamlessly sync client data, documents, and completed forms back to your existing practice management tools. No more double data entry or scattered files.
AI Assisted Tax Resolution That Empowers Your Team To Do More
Prep time
2hrs→30mins
Per IRS form, prepped — down from two hours 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
- Firm-controlled retention and role-based access
- Complete tenant isolation
- CASA certified, with continuous penetration testing
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.