PartnerSight

A powerful advance in partnership tax reporting with fast K-1 generation

Meet PartnerSight: The industry-leading 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, changing deadlines and an increasing torrent 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 platform. PartnerSight delivers real-time tax data transparently, in formats you can use. It distills insights to help guide the planning process, enabling better and quicker investment decisions. It automates manual tasks, generates K-1s in seconds, and meets your limited partners’ demands for security and reliability. CFOs know that in RSM, they have a service provider that will ensure tax compliance quickly and accurately. The same goes for your tax technology implementation and use—RSM’s team of experienced partnership tax technology specialists will make sure you get the most out of your digital transformation.

PartnerSight is the only allocation and tiering platform that helps you compare data in a range of scenarios. You can create multiple models to see how best to minimize your tax footprint in a changing legislative and regulatory environment. And RSM’s tax compliance professionals can help you evaluate the models to make the best decisions for your business.  

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 

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

PartnerSight makes it easy to:

PartnerSight works with multiple RSM services and solutions that can help you across the full range of your partnership tax needs.

Timely insights and perspectives from our tax technology professionals

Meet the PartnerSight leadership

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