AI platform for large US CPA firms that prepares individual returns largely automatically, from document intake to review.

Rima AI AI features and pricing (November 2026)
Case preparation software for US tax resolution firms and enrolled agents that prepares IRS financial disclosure forms.
What is Rima AI?
Case preparation software for tax resolution firms and enrolled agents in the United States. It prepares IRS financial disclosure forms from client documents and tracks each case in a review queue.
What the AI in Rima AI does
- AI reads bank statements, tax transcripts and intake forms, fills IRS forms 433-A, 433-B and 433-F and flags missing or low-confidence data.
Where Rima AI is strongest
Rima AI reviews
No reviews yet. Be the first to share how your team uses it.
Every review shows its verification level. We read each one before it goes live. How we check reviews
Rima AI update historyno updates yet
No changes recorded for Rima AI yet.
Changes the vendor made and confirmed user reports, each checked against the vendor's own pages. We review every tool monthly.
Alternatives to Rima AI
Tools in the same category (Tax automation) with the most overlapping markets.
AI tax research for tax professionals in the US, Canada and the UK with cited answers, drafting and file upload.
Cloud ERP for small and midsize businesses in the Arab world that reads documents with AI and issues e-invoices for ZATCA and Egypt.
AI for US tax firms that reads source documents, populates returns in tax software, catches errors and suggests planning strategies.



