PartnerSight®

Meet PartnerSight: The industry-leading partnership tax allocation and tiering platform

Increase the value and reduce the complexity of your partnership tax compliance function.

In today’s turbulent environment—with an uncertain regulatory climate, accelerated investor deadlines and increasing torrents of data to process—it’s not surprising that partnerships and their investors are demanding more transparency and control over their tax information. Too often, the information they need isn’t readily accessible. That’s no longer acceptable.

That’s why RSM developed PartnerSight, the industry’s leading allocation and tiering partnership tax technology platform. With customizable reporting that provides insight across and within your funds, PartnerSight delivers transparent real-time tax data, in formats you can easily use. Coupled with PartnerSight, our accredited tax professionals are able to use their industry experience and high-touch service to reimagine your tax planning and compliance. The result: thousands of tax department hours shifted to higher-value work for your business.

PartnerSight makes it easy to:

Instant display of organization structures and related investors for understanding the flow of data throughout the entire structure
Timesaving data collection process in which known information is pre-populated
Technology-enabled data extraction, transformation, and mapping from your PDF source documents and Excel data files
Specialized interfaces that support efficient handling of high volumes of source documents and data files (e.g., Schedules K-1 and K-3)
Centralized organization and distribution of tax documents across related funds
Convenient and streamlined management of investor profiles
Instantly clone existing data sets to leverage for estimates

Secured sharing of tax information with 24/7 web access from anywhere on any device
Cloud-based centralized data storage that provides clients with direct access to their information
Full audit trail of platform interactions
Production of tax estimates, projections, and Schedules K-1, K-3, and footnotes
Automated calculations to reduce errors and show drivers of state payments and credits

Tax technology programmed with the latest tax rules and state laws to automate compliance calculations and keep up with changing regulations
Adaptive to new, complex reporting requirements, like Schedule K-3, to reduce risk of delivery delays to investors

Scenario modeling to make informed business decisions on a moment’s notice and see possible outcomes with multiple data sets
Access to tax data in real time and configurable reporting for in-depth analytics and business intelligence
Easily clone and modify state and local tax data for scenario planning and hypothetical distribution or holdback calculations

PartnerSight helps tax departments in pass-through organizations manage changing regulations and investor demands in even the most complex structures across:

Private equity funds
Portfolio companies
Family offices
Funds of funds
Real estate funds
Hedge funds
Law firms
Open-ended funds

To see what PartnerSight can do, request a demo or watch our video. It’s 2 minutes and 20 seconds well spent.

After having conversations with a number of accounting firms and speaking with RSM, it became clear that RSM exceeds everyone else given their subject matter expertise, depth and breadth of internal resources, laser-focus on implementing technology solutions and, very importantly, strong personal skills.

Benjamin Murray, Chief Operating Officer, Cypress Creek Partners

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