Meet Rima
A short introduction to Rima, the work we are building toward, and how tools like Advisor help tax professionals spend less time searching through documents and more time on meaningful client work.
Videos
The latest solutions videos, expert insights, community highlights and product updates from the Rima team.
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More from Rima.
2:43Product Overview
IRS Form 433-F with Rima AI
See 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.
2:38Product Overview
IRS Form 433-A (OIC) with Rima AI
See 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.
3:49Product Overview
Bank Statements to Client P&L with Rima AI
See Rima turn client bank statements into a prepared P&L. Review extracted transactions, verify AI-assigned categories, make bulk adjustments, and approve the results before exporting an Excel workbook with the P&L and supporting schedules.
2:47Product Overview
Advisor Agent
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
2:19Product Overview
IRS Form 1040 with Rima AI
See 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.
0:31Highlights
Rima in action
A quick highlight from the Rima community and the people building a more focused way to work through tax resolution cases.