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Rima

Tax and financial reporting · by Rima

AI data-entry agents that complete IRS collection forms (433-F, 433-B, 433-A OIC) from raw client documents and draft P&L statements in about 5 minutes per form.

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Where it ranks

Current edition · updated Oct 20, 2026

What it does

AI data-entry agents that complete IRS collection forms (433-F, 433-B, 433-A OIC) from raw client documents and draft P&L statements in about 5 minutes per form. Includes blueprints, task management, write-backs, and integrations with CRM, document, and practice management software.

  • tax resolution form preparation
  • IRS collection form completion
  • P&L drafting from client documents
  • manual accounting workflow automation outside ERP
Category
Tax and financial reporting
Users
tax resolution firms, accounting teams, CPA firms, in-house accounting teams
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

  • Free plan$0
  • EnterpriseCustom
    • Quoted by their sales team

Prices as published by Rima, checked Oct 2026.

Security and compliance

As reported by Rima. Ask for audit reports before you buy.

  • CASA (Cloud Application Security Assessment)Certified
  • SOC 2Compliant
  • AES-256 encryption at rest
  • TLS 1.3 encryption in transit
  • Role-based access controls
  • Zero-retention agreements with AI providers
  • No model training on client data
  • Firm-controlled data retention policies
  • Continuous penetration testing

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