How RSM US Deployed Agentic AI Across Tax, Audit, and Compliance to Cut Workloads by 80%

RSM US LLP, serving thousands of middle-market clients across assurance, tax, and consulting, faced mounting pressure from regulatory complexity, talent shortages, and the sheer volume of manual, repetitive work embedded in tax preparation, compliance mapping, and audit documentation. K-1 extraction for partnership tax returns required hours of manual data entry per engagement. Regulatory compliance mapping—matching internal controls to evolving government standards—consumed weeks of professional time per client. Audit teams spent significant effort on routine documentation tasks rather than applying judgment to high-risk areas. As the firm's client base grew and tax codes became more complex, the traditional model of scaling through headcount alone was no longer sustainable. RSM needed a technology-first transformation that could automate the most labor-intensive workflows while preserving the professional judgment and quality standards that define a top-tier CPA firm.

RSM US launched a comprehensive agentic AI strategy, committing $1 billion over three years (announced June 2025) to integrate purpose-built AI workflows—called 'AI flows'—across all service lines. The firm deployed four flagship AI platforms: **myRSM Tax**, an AI-powered tax technology ecosystem featuring automated K-1 extraction, straight-through processing, and an agentic AI assistant that proactively surfaces regulatory changes and drafts narrative content; **RSM Atlas**, an AI compliance platform using machine learning and large language models to automate regulatory mapping, monitor real-time regulatory changes, and recommend control updates; **RSM Luca**, a digital audit ecosystem that automates routine audit tasks, analyzes complex datasets, and flags key risk areas so auditors can focus on judgment-intensive work; and **DASH**, an AI-enabled client support platform powered by ServiceNow that analyzes and summarizes client requests to improve first-touch response times. RSM also partnered with Additive for generative AI processing of complex tax documents and with Blue J for AI-powered tax research. The firm established an AI Center of Excellence to govern responsible innovation and drive firm-wide enablement, and invested heavily in upskilling its 16,000+ professionals to work alongside AI agents.

Key Takeaways