Frequently asked questions.

Rima helps tax resolution firms prepare client cases. It organizes source documents, assists with 433 forms, 1040 preparation and P&L reporting, and flags work for human review.

Advisor helps evaluate resolution options, diagnose missing information and case risks, research the Internal Revenue Manual, and surface advocacy angles. Your team remains responsible for reviewing the case and deciding what to submit.

Rima supports preparation of Form 433-F, Form 433-B and Form 433-A (OIC) using client documents and your firm’s guidance. Review extracted figures and completed fields before using them.

No. Rima helps with case preparation and calls attention to missing or low-confidence information. Your team reviews the work and makes the final decisions.

We have not confirmed a public list of native integrations. Tell us which tools you use during a demo so we can discuss your workflow without assuming a specific connection is available.

An extracted figure or draft can be incomplete or incorrect. Compare fields against the source, request clearer or missing records when needed, and have a practitioner resolve gaps before approval.

Book a demo to discuss your firm’s case-preparation process and see where Rima fits. Setup and workflow requirements depend on your firm.

Provide the relevant client documents, choose the work to prepare, and review the resulting fields, flags and supporting information. A person at your firm should verify outputs before submission.

Start with a demo of your representative case and review process. Discuss document types, team access, and the workflows you want to use. Setup steps and timing depend on your firm; ask the team for a specific plan.

We do not publish pricing here. Book a demo to discuss your firm’s needs.

The Who We Serve page describes a one-time option for one case and one Run, and a single-user license for ongoing work. Request access to confirm the option and terms that fit your practice.

No. Rima does not use client data to train AI models. Rima’s file retention is governed by its terms and privacy policy; see the security page for more information.

Rima is CASA certified. SOC 2 is in observation, not a completed certification. See the security page for details.

The security page summarizes what is public and links to the terms and privacy policy for retention. Ask the Rima team for details about encryption, access, deletion, and service providers that your firm needs to evaluate.