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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.
What is 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. Includes blueprints, task management, write-backs, and integrations with CRM, document, and practice management software.
Product typeTax & Financial Reporting
Pricing$0 forever · Freemium, Subscription, Tiered, Enterprise Custom
Deployment
APINot available
What teams use Rima for
tax resolution form preparation
IRS collection form completion
P&L drafting from client documents
manual accounting workflow automation outside ERP
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
CASA (Cloud Application Security Assessment)
SOC 2
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
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
