RSM launches myRSM Tax ecosystem

Top 10 firm RSM announced the launch of myRSM Tax, an artificial intelligence-powered tax technology ecosystem, a suite of proprietary platforms that work together to reduce manual processes, accelerate insight generation and ensure transparency from fund administrators to founders.

"Our new AI-powered tax platform represents the next phase in our digital strategy," said Matt Bradvica, tax digital strategy leader and partner at RSM. "It's not just a tool—it's a transformation. By integrating generative AI into our core tax workflows, we're building on our strengths to deliver even faster and more strategic results for our clients."

The suite offers compliance and reporting tools, data-driven insights, real-time state apportionment and international tax modeling, automated client data collection tools, a centralized project management and deadline tracking, automated task reminders and email confirmations accessible via dashboard, an access-controlled portal for confidential data exchange, and real-time access to tax data and workflows. 

myRSM Tax works with multiple RSM services and solutions, including business tax services, tax technology consulting services, tax compliance services, and tax outsourcing services. Bradvica, in a later email, said that the platform is a new product that reflects both an integration of RSM's existing AI-enabled tax technologies and the introduction of new capabilities designed to bring these tools into a single, cohesive environment.

RSM has previously developed a number of proprietary tools, such as PartnerSight, CorporateSight, and FamilySight, that address specific tax needs across entity types. Bradvica said that myRSM Tax brings these tools together under a unified interface, allowing users to manage workflows that were previously handled across separate systems. This includes data ingestion, allocation, compliance workflows and individual return preparation.

"What's new is the orchestration layer that connects these tools in a more streamlined way. It introduces a centralized dashboard for managing tax data from source to filing, along with improved automation and a built-in governance trail. The platform also includes a new agentic AI assistant that can surface relevant insights, suggest planning opportunities, and help interpret data using natural language interaction - features that were not available in RSM's earlier tools. It's not just predictive—it engages proactively, offering planning insights, surfacing regulatory changes and drafting narrative content. Users can interact with it via natural language and receive both analytics and draft-ready text," said Bradvica.  

The launch comes shortly after RSM announced a $1 billion investment in agentic AI over the next three years to expand its AI strategy and offerings, particularly concerning semi-autonomous agents. The investment will be devoted toward integrating agentic AI platforms across RSM's operations and services. It will involve developing and investing in industry-specific AI tools and talent, and pursuing strategic ventures to build scalable AI frameworks and infrastructure. The firm will be fully integrating agentic AI into RSM's assurance, tax and consulting services; providing RSM talent with agentic AI tools to heighten productivity and professional growth; and expanding agentic AI-driven solutions to elevate the overall client experience.

This is part of RSM's overall agentic AI strategy, which centers on developing "AI flows," described as purpose-built workflows that enable RSM professionals to leverage and optimize AI agents and generative AI capabilities. These AI flows will integrate into existing workflows.