Tax resolution work, from client documents to final review.
Rima brings case research, document preparation, review, time tracking, and client entities into one workspace built for tax resolution firms.
Provide relevant client records and choose a supported workflow. Rima prepares a draft and flags gaps; your team checks the sources, corrects the work, and decides what to approve. The output is not an eligibility decision or an IRS submission.
One connected system
Advisor
Resolution evaluation, case diagnostics, and immediate IRS research using a searchable Internal Revenue Manual.
Explore AdvisorWorkflows & Review
Review, edit, approve, or return work, with task-level audit trails and a complete timeline for every Run.
Explore WorkflowsTime & Productivity
Track total runs, average time per run, rejected approvals, and review time by blueprint across your team.
Explore ProductivityTax Resolution Case Management
Tax resolution isn't always a simple one-to-one relationship. Rima natively understands complex client structures. Easily create subsidiaries or related entities for clients with multiple businesses.
Explore Tax Resolution Case ManagementEvaluate cases instantly
Run diagnostics and search the Internal Revenue Manual before choosing a resolution path. Surface inconsistencies and missing proof early.
Explore Advisor
Turn raw files into ready forms
Upload relevant bank statements, tax transcripts, and intake forms. Rima extracts information for 433-F, 433-B, and 433-A (OIC) drafts; your team must verify values against the originals and resolve unreadable or missing information.
Explore Tax Resolution Form PreparationRoute work for review
Case managers prepare the work. Enrolled agents review, edit, and approve it. Every step is tracked in a clear sequence.
Prepared
Data extracted and mapped
Reviewed
Flags resolved by EA
Approved
Ready for submission
Track time and firm performance
Monitor run volumes, pinpoint lengthy reviews, and manage team productivity—all tracked automatically as cases move forward.
Explore Productivity
Organize complex clients
Keep related entities connected without combining their records. Create subsidiaries, manage team access, and maintain distinct run histories.
Explore OperationsSee how a case moves through Rima.
Walk through a live case with Rima.