Rima
AI-Assisted Tax Resolution Case Preparation
Rima is a collaborative workspace for tax resolution firms that turns client documents into case-preparation drafts for team review. It automates data entry, case completeness checks, and research so case managers and enrolled agents can focus on verification and approval rather than manual transfer. The platform supports preparation of IRS forms 433-F, 433-B, and 433-A (OIC), with drafts flagged for gaps and low-confidence data before finalization.
Key capabilities include an Advisor module for resolution evaluation, case diagnostics, and research through a searchable Internal Revenue Manual; a data entry agent that reads bank statements, tax transcripts, loan statements, utility bills, and intake forms to populate supported forms under firm-defined rules; automated case completeness checklists; a workflows library covering 433 forms, 1040 preparation, and P&L reporting; human-in-the-loop review with task-level audit trails and run timelines; time and productivity tracking; and client operations for organizing records, documents, team access, subsidiaries, and related entities. Security features include AES-256 encryption at rest, TLS 1.3 in transit, complete tenant isolation, and a policy against using client documents for model training; the product is CASA certified with SOC 2 in observation.
Rima is built for tax resolution firms, case managers, and enrolled agents who need standardized case preparation and review workflows. The pages describe demos as the entry point for evaluation but do not specify free plans, trials, editions, or pricing models.
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