RSM US recently announced it has expanded direct licensing of its PartnerSight platform, giving financial institutions, private equity, and family offices access to the top five accounting firm’s cloud-native tax allocation platform.
The platform reflects nearly two decades of implementation experience by RSM US tax professionals supporting large-scale, sophisticated engagements, the firm says in a Jan. 28 media release.
RSM US says the expanded licensing reflects rising demand for digital tax infrastructure and aligns with the firm’s $1 billion investment in artificial intelligence and digital transformation—positioning PartnerSight as a key data foundation for AI-enabled tax operations, alongside platforms such as myRSM Tax.
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PartnerSight centralizes partnership tax data, automates allocation workflows, and creates the governed data layer needed for AI-driven tax operations—capabilities now available to organizations through direct licensing. It’s designed for organizations with complex partnership structures, including asset managers, private equity funds, banks, and multi-entity family offices.
PartnerSight has historically been available only through RSM-led engagements. Under the expanded licensing model, organizations can now operate PartnerSight internally while selectively leveraging RSM US for onboarding, configuration, and periodic technical reviews, the firm says.
“This hybrid approach combines platform ownership with deep technical assurance,” RSM US says. “Together with myRSM Tax, PartnerSight forms a cornerstone of RSM’s digital tax ecosystem, enabling clients to integrate AI-driven insights and automation into compliance workflows.”
The rapid increase in tax data volume and complexity is driving organizations to modernize how their tax functions operate, said Matt Bradvica, partner and tax digital strategy leader at RSM US.
“PartnerSight provides a cloud-based engine that centralizes tax data and supports consistent, transparent allocation workflows,” he said in a statement. “By licensing the platform within their own environments, organizations gain greater control over their data while continuing to draw on our technical guidance and tax expertise.”
While several professional services firms have developed internal tax platforms, few have designed them for external licensing, according to RSM US. PartnerSight was built as a cloud-native, multi-tenant system, enabling deployment within client environments and integration with existing digital ecosystems, fund-administration platforms, and cloud data stores.
“Fragmented, unstructured data across entities, investors, and transactions remain a major source of tax complexity,” RSM US said. “PartnerSight standardizes and centralizes this information, establishing the governed data layer needed for future automation and AI-enabled workflows.”
The platform currently supports key compliance tasks, including generation of schedules K-1 and K-3, management of investor and entity profiles and real-time visibility into allocation methodologies.
RSM US says it expects demand for digital tax engines to continue increasing as regulatory requirements evolve and organizations seek more control over tax data and reporting. For firms restricted from using external compliance providers—such as certain financial institutions—the licensing model offers a way to modernize tax processes while maintaining internal governance and oversight.
Photo credit: Ascend at San Francisco State University via Instagram
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