RSM Recognized for Family Office Technology by Accounting Today

CHICAGO – (February 20, 2024) – RSM US LLP (“RSM”) – the leading provider of assurance, tax and consulting services for the middle market – was recognized by Accounting Today for FamilySight®, a cloud-based ecosystem-driven platform to assist family offices in managing their business data for improved decision making.

The platform FamilySight is among only 21 products featured in Accounting Today’s 2024 Top New Products list where it earned an honorable mention. This recognition further solidifies RSM’s standing, following its previous acknowledgment as one of Accounting Today’s Best Firms for Technology in 2023.

“Artificial intelligence and advanced technologies play a vital role for delivering our services and driving the digitization of tax ecosystems,” said Sergio de la Fe, partner and enterprise digital leader with RSM US LLP. “At RSM, our dedication lies in providing an exceptional digital experience for the middle market. This commitment aims to consistently create value for our clients and continue our competitive advantage as first-choice advisors.”

Matt Bradvica, tax digital strategy leader with RSM US LLP shared: “Embracing digitization positions tax professionals as strategic advisors who can confidently accelerate business growth and value creation. FamilySight is our proprietary technology that offers a transparent financial and tax ecosystem. It provides comprehensive reporting with valuable data to support decisions around risk mitigation, automation, operational efficiency, and ensuring greater collaboration in a family office environment.”

Apart from showcasing products that empower accounting professionals with enhanced functionalities, the Accounting Today article mentioned: “…we can see that the AI future of accounting isn’t coming, it’s here. The profession is not just willing but eager to find new ways to apply this technology for…productivity and efficiency gains, if not entirely new lines of business.”