Rima AI (formerly Garage)
Rima AI automates IRS Form 433-A, 433-B, and 433-F preparation from client bank statements and transcripts.
If your firm preps 433s at volume, Rima is the most on-target tool in this category — the 90-to-30-minute claim is the whole reason to buy, and the Case Completeness Checklist catching a $46,155 housing figure against a $1,958 IRS local standard is the kind of pre-submission catch that saves cases. Credits power extractions, Blueprint creation, and outputs, so run your own case math before committing to a tier. Pick IRSLogics or Canopy when you need transcript monitoring and case tracking in
Verified 8h ago · liveness 69/100 · cite: rightaichoice.com/tools/rima-ai-formerly-garage
- Tax resolution firms preparing 433-A, 433-B, or 433-F at volume
- Enrolled agents and case managers who want to review drafts instead of typing data
- Firms standardizing case prep with completeness checks before IRS submission
- Accounting teams automating reconciliation and P&L prep from client documents
- Teams wanting a general-purpose AI assistant for ad-hoc tasks
- Firms needing transcript monitoring, resolution calculators, or CRM-style case tracking in one tool
- Low-volume practices where manual 433 prep is still efficient
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Skip Rima if your case work depends on IRS transcript monitoring, built-in resolution calculators, or CRM-style pipeline tracking — Rima's September 2026 comparisons place those in IRS Solutions, PitBullTax, IRSLogics, and Canopy, and Rima itself stops at the document-to-draft layer.
Rima runs on credits, and extractions, Blueprint creation, and outputs each consume them, so a heavy Run month costs more than the headline tier suggests.
Seed pricing shows a free entry point, a $99.99/mo Starter tier, a $299.99/mo Business tier, and a custom Scale tier, so the pricing ladder suits firms moving from single-EA 433 prep to multi-team standardized operations. Against IRSLogics or Canopy, which bundle CRM and practice management, Rima is a narrower document-prep spend you add alongside them rather than a replacement line item.
In short
Rima AI (formerly Garage) — Rima AI automates IRS Form 433-A, 433-B, and 433-F preparation from client bank statements and transcripts. Best for Tax resolution firms preparing 433-A, 433-B, or 433-F at volume, Enrolled agents and case managers who want to review drafts instead of typing data, Firms standardizing case prep with completeness checks before IRS submission. Free to start; paid plans from $99.99/mo.
What's new in Rima AI (formerly Garage)
Checked 6 days agoAcross the latest 4 updates: 4 news mentions.
Rima vs Canopy: Practice Management and Tax Resolution Case Prep
Rima published a comparison of Canopy's practice and resolution tools with its own document-to-433-draft prep workflow for practitioner review.
Rima vs PitBullTax: Tax Resolution Case Tools and Document Prep
Rima contrasts PitBullTax forms, resolution analysis and research with its extraction of client evidence into a reviewable draft.
Rima vs IRSLogics: Tax Resolution CRM and AI Case Prep
Comparison post weighs IRSLogics case tracking and questionnaires against Rima's document-first prep, gap checks and practitioner review.
Rima vs IRS Solutions: IRS-Side Tools and Client-Side Evidence
Post compares IRS Solutions transcript monitoring and resolution calculators with Rima's document-to-draft 433 preparation.
Viability Score
How well maintained and how widely used is Rima AI (formerly Garage)? Built from what the vendor actually publishes (docs, changelog, tutorials, integrations, pricing), whether the site is live, and how much real users discuss it. How we calculate this
Last calculated: October 2026
How we score →Key Features
- Automated data entry for IRS Form 433-A (OIC), 433-B, and 433-F
- Reads bank statements, tax transcripts, loan statements, utility bills, and intake forms
- Case Completeness Checklist flags missing documents, incomplete fields, and low-confidence data
- Checks housing and utilities against IRS local standards (e.g. $46,155 actual vs $1,958 standard)
- Advisor agent evaluates resolution options and searches the Internal Revenue Manual with case context
- Document Review agent classifies and compares documents across a case
- P&L Preparation agent drafts financial statements from client documents
- Workflow library covering 433 forms, 1040 preparation, installment agreements, and P&L
- Blueprint builder: chat with the agent to codify firm rules into a saved automation
- Every Run creates a version you can roll back to in one click
- Human-in-the-loop review queue for approving extractions and write-backs before finalization
- Task-level audit trails and a Run timeline for every case
- Client & Firm Operations view with documents, team access, Run history, and subsidiaries
- Excel Add-In for populating existing Excel templates
- Documents never used to train AI models; AES-256 at rest and TLS 1.3 in transit
About Rima AI (formerly Garage)
Rima AI, formerly Garage, is a document-automation workspace for tax resolution firms, enrolled agents, and CPAs who prepare IRS collection forms. Upload bank statements, tax transcripts, loan statements, utility bills, and intake forms, and Rima's data entry agent reads every page and populates Form 433-F, 433-B, or 433-A (OIC) using your firm's rules and edge-case exceptions. The vendor reports prep time dropping from 90 minutes to 30 minutes per 433 form, with 300+ tax resolution cases completed on the platform. Five agents carry the work: Data Entry, Document Review, Case Completeness Checks, Research, and P&L Preparation. The Case Completeness Checklist flags missing documents, incomplete fields, and low-confidence data before submission — the vendor's own sample surfaces housing and utilities of $46,155 against a $1,958 IRS local standard, with supporting documentation required. The Advisor agent evaluates resolution options, diagnoses case risks, and searches the Internal Revenue Manual with the client's case context in view. Every task routes through a human-in-the-loop queue where EAs and case managers verify source records and approve extractions and write-backs before finalization. Task-level audit trails and a Run timeline record how the work progressed, and Rima Studio lets you codify firm know-how into a Blueprint — a saved, re-runnable automation with one-click rollback to any prior version. Client records, documents, team access, and Run history sit in one operations view, including subsidiaries for multi-entity clients. Security covers AES-256 at rest, TLS 1.3 in transit, complete tenant isolation, and firm-controlled retention; documents are never used to train AI models. Rima is CASA certified with SOC 2 in observation. Integrations include HubSpot, PitBullTax, CCH Axcess, IRS Logics, UltraTax, and ProConnect. This is not a general-purpose assistant — it is built for the narrow, compliance-heavy job of prepping collection forms, and Rima's own
Behind the Verdict
Where Rima earns its keep: firms running a steady pipeline of 433-A (OIC), 433-B, and 433-F prep who currently pay people to retype bank statements and transcripts into IRS forms. The whole pitch is that a data entry agent reads the documents and your reviewers check the draft instead of building it from scratch, and the vendor's 90-to-30-minute claim is the number to test in your own first month. We'd pick it when the bottleneck is document intake, not case strategy. The Case Completeness Checklist is the feature I'd evaluate first — it catches things like housing and utilities at $46,155 against a $1,958 IRS local standard with supporting documentation required, plus missing health insurance support and state tax defaulted to $0. Catching those before submission is worth more than faster typing. Where it bites: the human-in-the-loop queue is the product, not an afterthought. If nobody senior is reviewing extractions, you've automated the entry but not the judgment, and the audit trail only documents what your team actually confirmed. Budget reviewer time alongside the software. Pricing runs on credits for extractions, Blueprint creation, and outputs, so model your real monthly case volume before you compare tiers. Low-volume practices still doing a few 433s a month manually may not clear the break-even. Closest alternatives: IRSLogics if you want a resolution CRM with case tracking and questionnaires around the forms, PitBullTax if you want a long-standing form and resolution-analysis suite, Canopy if you want practice management wrapped around resolution work. Rima's own September 2026 comparison posts stake its claim on document-first prep, gap checks, and practitioner review — that's the right framing. If monitoring transcripts on the IRS side is your daily
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Real-world workflow fit
Concrete scenarios for the personas Rima AI (formerly Garage) actually fits — and what changes day-one when you adopt it.
You receive a new 433-A (OIC) client packet — 14 bank statements, two years of transcripts, pay stubs, and a utility bill — and upload the whole folder to Rima's Data Entry agent, tagging each source file by type.
Outcome: Rima fills the 433-A fields using your firm's rules, the Case Completeness Checklist flags missing support and low-confidence lines, and you and the case manager clear each flag in the review queue before the draft goes to the IRS.
A client with three LLCs and a personal filing needs separate 433-B and 433-A drafts with intercompany balances matched across entities.
Outcome: Client & Firm Operations holds subsidiary records with parent-level visibility, the reconciliation agents match intercompany balances and produce variance reports, and each Run keeps its own audit trail and rollback version.
Two senior EAs keep resolving the same edge cases differently, and you want junior staff to produce the same draft quality.
Outcome: You codify the house rules into a Blueprint from a chat session, deploy it across the team's Runs, and use one-click rollback if a Blueprint revision produces worse drafts.
Use Cases
- Prepping IRS Form 433-A (OIC) from client bank statements, pay stubs, and transcripts
- Building and rerunning a Blueprint that pulls fields from an ADP payroll report into a QuickBooks-ready Excel template
- Automating bank reconciliation by uploading bank statements and a GL export, then matching on date and amount
- Reconciling accounts payable ledger against vendor statements
- Reconciling payroll register to Form 941, FICA deposits, and GL entries
- Matching intercompany balances across entities and producing variance reports
- Flagging incomplete or low-confidence 433 fields before a case goes to the IRS
- Selling complex resolution options with the Internal Revenue Manual open alongside the client case
Limitations
- Rima is specialized for tax resolution and accounting workflows, and may not be suitable for general document processing.
- Every task completed by Rima agents relies on human-in-the-loop review, so Rima removes the typing, not the reviewer.
- Custom Blueprints require clear, specific instructions — the docs warn that vague prompts and mis-tagged document types produce wrong results, and recommend asking for transaction dates and amounts rather than simply "get the data." Rima runs on credits, and extractions, Blueprint creation, and outputs each consume them, with different tiers carrying different credit, Blueprint, and pages-processed limits, so cost tracks usage.
- The docs also note that the output step — especially filling your own Excel templates — generally takes more time and is still being made easier.
- No real-time dashboards or data visualizations, and no on-premise deployment.
as of 2026-10-12
Verification history
We have re-verified Rima AI (formerly Garage) 10 times since . Each pass re-reads the vendor's own pages and re-checks every listed field against that evidence; passes where nothing had changed are marked as such.
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
- — re-verified summary, description, our verdict, our analysis, pricing model, pricing tiers, features, integrations, who it suits, who should skip it
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12-month cost
Project the real annual outlay, including the implied monthly cost when only an annual tier is published.
Vendor list price only. Add-on usage, seat overages, and contract minimums are surfaced under Hidden costs & gotchas.
Plans compared
For each published Rima AI (formerly Garage) tier: who it actually fits, and what it adds vs. the previous tier. Cross-reference the cost calculator above for projected annual outlay.
Free
$0/mo
Ideal for
A solo EA or small firm trialing Rima on one or two 433 cases before committing to a paid tier.
What this tier adds
Starting tier: entry-level workspace access with document upload, the data entry agent, and 433-F, 433-B, and 433-A (OIC) support under a human-in-the-loop review queue.
Starter
$99.99/mo
Ideal for
A practice prepping a steady monthly flow of 433s that wants saved automations rather than one-off runs.
What this tier adds
Adds expanded credit and page-processed allowances, Document Review and Completeness Checks, the Blueprint builder, and one-click version rollback.
Business
$299.99/mo
Ideal for
A multi-EA resolution firm that needs IRM research and reconciliation work in the same workspace as form prep.
What this tier adds
Adds higher credit and page-processed limits, Advisor research against the Internal Revenue Manual, P&L Preparation and reconciliation agents, and the Client & Firm Operations view with subsidiary management.
Scale
Custom
Ideal for
Multi-team firms standardizing 433 prep firm-wide and needing security review and onboarding support.
What this tier adds
Adds custom credit and page-processed volume, multi-team access, security review and retention configuration, and onboarding with workflow library deployment.
Where the pricing makes sense
The company stage and team size where Rima AI (formerly Garage)'s pricing actually pencils out — and where peers do it cheaper.
Seed pricing shows a free entry point, a $99.99/mo Starter tier, a $299.99/mo Business tier, and a custom Scale tier, so the pricing ladder suits firms moving from single-EA 433 prep to multi-team standardized operations. Against IRSLogics or Canopy, which bundle CRM and practice management, Rima is a narrower document-prep spend you add alongside them rather than a replacement line item.
Setup time & first value
How long it actually takes to get something useful out of Rima AI (formerly Garage) — broken out by persona, not the marketing-page minute.
For a solo EA, first value is same-day: upload one client packet, let the Data Entry agent run, and you have a 433 draft to review within a single case-prep sitting. For a multi-person firm, budget the setup in Blueprint terms — the vendor's own 90-to-30-minute benchmark describes per-form prep time after workflows are in place, and your first Blueprint may take several iterations before Step 3
Switching to or from Rima AI (formerly Garage)
How to bring data in from common predecessors and how to get it back out — written for the switcher, not the buyer.
- →From manual 433 prep in Excel: import client documents into Rima, run the Data Entry agent, then reconcile each prepared field against its supporting material as the docs instruct.
- →From PitBullTax: keep PitBullTax for forms, resolution analysis, and research, and route client evidence extraction and gap checks through Rima alongside it.
- →From IRSLogics: keep IRSLogics for CRM and questionnaires, and layer Rima's document-first prep and completeness checks on top of the same caseload.
- →From Canopy: retain Canopy for practice management, and move 433-A, 433-B, and 433-F drafting to Rima's extraction and review queue.
- →From IRS Solutions: keep transcript monitoring and resolution calculators where they are, and move client-evidence-to-draft work into Rima.
- ↗To IRSLogics: move a caseload out when you need case tracking, questionnaires, and pipeline visibility that Rima does not provide.
- ↗To Canopy: move out when you want practice management and resolution tools in one system rather than a document-prep layer alongside them.
- ↗To IRS Solutions: move out when IRS transcript monitoring and resolution calculators become the center of your workflow.
- ↗To manual Excel prep: move out if case volume drops low enough that reviewing Rima drafts costs more hours than typing the 433 yourself.
Integrations
Resources & Guides
Tutorials & Learning
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Official links
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