CHICAGO – (June 16, 2025) – RSM US LLP (“RSM”) – the leading provider of assurance, tax and consulting services for the middle market – today announced the launch of the AI-powered myRSM Tax ecosystem, a bold step forward in operationalizing the firm’s enterprise-wide investment in AI.
Building on RSM’s recently announced $1 billion dollar technology and AI investment strategy, the myRSM Tax ecosystem demonstrates how cutting-edge AI is transforming client service, streamlining operations and empowering professionals across the firm.
“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 US LLP. “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.”
Turning AI Investment into Action
The myRSM Tax ecosystem addresses growing regulatory complexity and increased tax data demands. It automates manual tasks, provides real-time access to structured tax data and integrates workflows across entities and individuals. Built-in data assessments support compliance and reporting in a rapidly evolving tax landscape. With intelligent automation at its core, it reflects RSM’s commitment to leading the middle market through its digital journey.
Key features include:
- Supporting compliance and reporting requirements while enabling data-driven business insights.
- Helping interpret complex global tax data, including real-time state apportionment and international tax modeling.
- Offering flexible tools that accommodate client-specific needs, reducing reliance on manual data collection templates.
- Centralizing project management and deadline tracking through a single platform.
- Enhancing visibility with automated task reminders and e-file confirmations accessible via dashboard.
- Providing a secure, access-controlled portal for confidential data exchange.
- Enabling real-time access to tax data and workflows, improving oversight and decision-making.
Advancing RSM’s Digital First strategy
The launch of the myRSM Tax platform marks a key advancement in RSM’s AI roadmap. It showcases how strategic investment in AI is delivering real-world, client-facing innovations that increase agility, reduce risk and drive business value.
“Our vision has always been to put AI into the hands of our professionals to elevate client service,” said Sergio de la Fe, enterprise digital leader and partner at RSM US LLP. “This launch clearly shows how that investment is being realized—through smart, scalable solutions designed specifically for the middle market.”
About RSM US LLP
RSM empowers middle market companies worldwide to take charge of change. The clients we serve are the engine of global commerce and economic growth. Our unique middle market perspective makes RSM the natural choice for growth-oriented, internationally active organizations seeking relevant insights and tailored, innovative solutions for a complex and changing world. With a global reach spanning more than 120 countries, we instill confidence in a world of change by bringing the full power of RSM to make a lasting impact on our clients, colleagues and communities. For more information, visit rsmus.com, like us on Facebook, follow us on X and/or connect with us on LinkedIn.
