For the teams behind every tax case and return.
From high-volume resolution firms to CPA tax teams and independent enrolled agents, Rima helps turn client documents into prepared work, ready for your review.
More cases. A consistent preparation process.
When your firm handles hundreds of cases, preparation needs to be consistent. Reviewers need to know what's ready, what's missing, and what needs attention. Rima brings document extraction, form preparation, and review workflows together so your team can move cases forward with a shared process.
- Extract information from client documents and populate supported resolution forms.
- Move work between case managers and enrolled agents through defined approval steps.
- Manage who can work on each client across your firm.
From source documents to a prepared 1040.
Rima supports 1040 preparation, helping your team assemble client information, populate forms, and identify issues that need professional attention. Your team stays responsible for review and final decisions. Rima supports the preparation behind them.
- Bring client source documents together to prepare the return.
- Turn extracted information into populated forms your team can review.
- Surface inconsistencies and missing information, and perform tie-outs before finalization.
Support for one case or your ongoing client work.
You don't need a large team to use Rima. Choose access for an individual case or a single-user license for your practice.
One-time use
One client case and one Run.
- Resolution options 433-B, 433-OIC, 433-F
- Review and edit prepared work before finalizing the Run
Single-user license
For ongoing work as an independent practitioner.
- One user
- Up to five business or individual clients
- Request access to discuss your cases and licensing details
Request access
Tell us about your practice to get started.
Supporting approximately 500 cases a month.
An onboarded tax resolution firm is using Rima for approximately 500 cases each month. See how Rima supports preparation and review in practice.
Read the case studyFrequently asked questions
How does Rima support 1040 preparation?
Rima brings the source documents together, populates forms, and helps your team perform checks, surface gaps, and run tie-outs before finalization.
Can my team review before finalizing?
Yes. Rima is built around review. Your team stays responsible for the final decisions, while Rima handles the preparation behind them.
Can I use Rima for just one case?
Yes. We offer a one-time use option that covers one client case and one Run.
What does a single-user license cover?
A single-user license covers one user and up to five business or individual clients. Request details via the access form.
How does a firm get started?
Book a demo to walk through how Rima handles source documents, field mapping, and review steps in your specific process.