Rima for teams
Give your tax resolution team more room to focus on the case.
Rima supports document-heavy case preparation while your team stays responsible for reviewing the details and representing the client.
Book a demo →Prepare the case
Bring client documents into 433-F, 433-B and 433-A (OIC) preparation, with 1040 and P&L workflows for supporting work.
Build the argument
Advisor helps your team examine resolution paths, identify case risks, research IRS guidance and consider advocacy angles.
Keep people in control
Flag gaps and uncertain data for your team to review. Case managers and enrolled agents remain responsible for the final work.
Security, clearly stated.
Rima does not use client data to train AI models. Rima is CASA certified, and SOC 2 is in observation. File retention follows Rima’s terms and privacy policy.
Read about security & trust →