Rima vs. IRS Solutions: Tax Resolution Workflows Compared

Short answer: IRS Solutions is an all-in-one tax resolution platform with transcript retrieval and monitoring, case analysis, resolution calculators, pre-populated federal forms, and client-facing tools. Rima focuses on tax-resolution case preparation: it extracts evidence from client documents, drafts Form 433-F, 433-B, or 433-A (OIC), and flags gaps for a team to review. One centers on IRS account data; the other on the financial evidence a client provides.

These are different jobs, not a simple replacement choice. A firm can use IRS Solutions to follow IRS account activity and Rima to prepare a document-backed 433 draft. Rima’s output is a draft for professional review—not a final filing, eligibility decision, or IRS submission.

Rima and IRS Solutions at a glance

Comparison of IRS Solutions and Rima tax-resolution workflows
Workflow	IRS Solutions	Rima
Primary focus	IRS-side case management, account analysis, and transcript monitoring	Tax-resolution case prep from client-provided documents
Transcript workflow	Retrieval, analysis, and IRS Advance Notice monitoring with alerts	Reads transcripts your team uploads; does not retrieve or monitor them
Form 433 preparation	Pre-populated federal forms, including 433-A, 433-B, and 433-F	Drafts 433-F, 433-B, and 433-A (OIC) from client evidence, with values tied to sources
Evidence checks	Bank-statement and pay-stub extraction is not described in its public materials	Flags missing documents, mismatches, and inconsistencies for review
Other case tools	OIC, CSED, and installment agreement calculators; client reports and portal	Advisor for resolution evaluation, case diagnostics, and IRM research
Best fit	Teams whose bottleneck is monitoring and understanding IRS account activity	Teams whose bottleneck is turning client financial records into a reviewed 433 draft

Where IRS Solutions is strong

Founded in 2011 inside a working tax resolution practice, IRS Solutions has a broad set of tools centered on the IRS side of a case. Its public materials describe transcript retrieval and IRS Advance Notice monitoring, with alerts for activity including audits, federal tax liens, installment agreement changes, OIC activity, and CAF approvals; the company states it can retrieve up to 100,000 transcripts per hour. It also describes analysis of a client’s IRS position, including CSED estimates, penalty abatement opportunities, and payment history.

Its forms are a meaningful part of the comparison: IRS Solutions offers pre-populated federal forms including 2848, 8821, 433-A, 433-B, 433-F, and 9465, as well as a library of more than 40 state POAs. Its other stated features include OIC, CSED, and installment agreement calculators, branded client reports, a white-labeled portal, payment processing, and a notice advisor keyed to notice codes and letter numbers. Its site describes one flat membership with all features included and no per-case or per-transcript add-ons; confirm current pricing and terms with the vendor.

These are substantial case-management and tax-resolution capabilities. The distinction here is narrower: IRS Solutions’ cited public pages describe its form and account-data workflows, while bank-statement and pay-stub extraction into a 433 is not described in those materials. That is not a claim that IRS Solutions lacks AI or other automation; evaluate any current AI capabilities directly with the vendor against your specific document-preparation workflow.

Where Rima fits: the client’s documents and the 433

Rima is specifically tailored to tax-resolution case prep, rather than general practice management. A team uploads materials such as bank statements, pay stubs, wage-and-income transcripts, and intake forms, then selects a workflow. Rima extracts relevant figures, drafts the 433-F, 433-B, or 433-A (OIC), and ties values back to their sources so a reviewer can verify them.

It also flags missing information, mismatches, and inconsistencies—for example, a deposit pattern that does not appear to match the reported income. Advisor supports resolution evaluation, case diagnostics, and IRM research in the context of the case. A case manager works through flags; an enrolled agent reviews, edits, and approves the draft. The system logs the workflow, but the practitioner remains responsible for final decisions and filing.

See the document automation workflow, the 433-F preparation guide, or the 433-F workflow video for more detail on the process.

Can IRS Solutions and Rima be used together?

Yes. A firm can use IRS Solutions for transcripts, monitoring, account analysis, calculators, reports, and its client portal, while using Rima to convert the client’s financial records into a 433 draft for internal review. The workflows can complement one another; this comparison does not imply a native technical integration between the products.

In one case study, a firm with more than 300 active collection cases reported reducing 433-F preparation from about 90 minutes to about 30 minutes. This is one firm’s reported workflow result, not a guarantee; results depend on the case, documents, and review process. Read the 433-F preparation case study for context.

How to choose

Choose IRS Solutions if your main need is tracking and analyzing IRS account activity across your client book, alongside its case tools and client-facing features.
Consider Rima if staff time is going into reading bank statements and pay stubs, building 433 drafts, and checking completeness.
Consider both if you want IRS account monitoring and document-based case preparation, with your case manager and EA reviewing the work between those steps.

For pricing and a workflow discussion, request a Rima demo. For security details, see the Rima security page; Rima is CASA certified; SOC 2 is in observation. Visit the FAQ for additional product questions.

Frequently asked questions

What is the difference between Rima and IRS Solutions?

IRS Solutions centers on IRS-side account information: transcript retrieval and monitoring, analysis, calculators, pre-populated forms, and client reports. Rima centers on client-side evidence: extracting financial details from uploaded documents, preparing 433 drafts, and flagging gaps for case-manager and EA review.

Does IRS Solutions prepare Form 433-A?

Yes. IRS Solutions describes pre-populated federal forms including 433-A, 433-B, and 433-F. Its public materials cited here do not describe extracting data from bank statements or pay stubs to complete those forms.

Is Rima an IRS Solutions alternative?

Not as a like-for-like replacement. Rima does not retrieve or monitor IRS transcripts, provide IRS Solutions’ client reports, or run its portal. It focuses on document-based tax-resolution case prep, so firms may evaluate it as an addition or choose it for that specific workflow.

Does Rima monitor IRS transcripts?

No. Rima can read transcripts your team uploads as part of case preparation, but it does not retrieve or monitor transcripts. For transcript monitoring and alerts, use a service that offers those capabilities, such as IRS Solutions.

Which forms does Rima prepare?

Rima drafts Form 433-F, 433-B, and 433-A (OIC) using client-provided documents such as bank statements, pay stubs, transcripts, and intake forms. Your team verifies the values against the originals and approves the final work.

How much time can Rima save?

One tax resolution firm with more than 300 active collection cases reported that 433-F preparation went from about 90 minutes to about 30 minutes. This is an individual workflow result—not a guarantee—and outcomes vary by case and document quality.

Is client data secure?

Rima is CASA certified; SOC 2 is in observation. Review current controls and details on the security page.

Sources

IRS Solutions capabilities and pricing are summarized from its public website and materials as of September 2026. Product features and pricing can change; confirm current details with each vendor.

Rima vs. IRS Solutions: Comparing Tax Resolution Workflows