RSM US Launches New AI-Powered Tax Platform

Technology | June 24, 2025

RSM US Launches New AI-Powered Tax Platform

The top five accounting firm said its new myRSM Tax ecosystem "demonstrates how cutting-edge AI is transforming client service, streamlining operations, and empowering professionals across the firm."

Jason Bramwell

Following the announcement of a $1 billion investment over the next three years as part of a significant expansion of its artificial intelligence strategy, top five accounting firm RSM US said last week it had launched myRSM Tax, its new in-house AI-powered tax platform.

The Chicago-based firm said myRSM Tax “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,” Matt Bradvica, tax digital strategy leader and partner at RSM US, said in a statement. “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.”

According to RSM US, myRSM Tax 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.

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.

The launch of the myRSM Tax platform marks a key advancement in the firm’s digital-first strategy, RSM US said, as 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. “This launch clearly shows how that investment is being realized—through smart, scalable solutions designed specifically for the middle market.”

More information about myRSM Tax can be found here.

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