The latest solutions videos, expert insights, community highlights and product updates from the Rima team.
See Rima Advisor turn an IRS Form 433-A (OIC) run into meeting-ready case context. Advisor searches across the case documents and run history to surface advocacy angles, unresolved risks, realistic talking points, and questions to take into the client meeting
2:43See Rima turn pay stubs, bank statements, and intake forms into a review-ready IRS Form 433-F. At each stage, Rima pauses for human approval: a reviewer validates the extracted data, examines flagged items for conflicting or missing information to ensure case completeness, reviews the completed form and source details, and approves the final submission.
2:38See Rima prepare an IRS Form 433-A (OIC) from a detailed set of client records, including an intake form, pay stub, wage and income transcript, and multiple bank statements. Rima extracts the information for human approval, then surfaces conflicting or missing details as flagged items so reviewers can verify source documents, ensure case completeness, and approve the final form.
2:37See Rima turn bank-statement transactions into a client P&L. Rima extracts the transactions for review, helps a human classify business and personal activity in bulk, applies the approved classification guide, and exports a completed Excel workbook with summary, schedule, and reconciliation sheets.
2:19See Rima turn IRS wage and income information into a review-ready Form 1040 workflow. Rima extracts the source data, surfaces the fields for human review, and keeps the preparation process organized from source documents through approval.
0:31A quick highlight from the Rima community and the people building a more focused way to work through tax resolution cases.
