The platform simplifies data extraction from tax documents. Credit: Miha Creative/Shutterstock.

RSM US has entered a strategic business relationship with Additive to boost its tax service capabilities through the Additive genAI platform.  

This move combines advanced AI technology into K-1, K-3, State K-1 and related document processing. 

This tax workflow management platform assists tax professionals in managing and automating the processing of tax documents into structured formats.  

By extracting structured information from partnership compliance packages, the platform generates workpapers in minutes, and facilitates review and subsequent workflows. 

This automation reduces manual entry errors.  

It simplifies data extraction from tax documents, enabling faster data processing and providing clearer insights for timely, well-informed decisions. 

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By centralising and organising data within the RSM ecosystem, the platform enhances collaboration between internal and external tax teams. 

Additive CEO Dwight Crow said: “Additive is thrilled to be working with RSM to advance the state of generative AI tooling for pass-through entities.  

“We foresee RSM delivering best-in-industry services to large funds, family offices and any other K-1 heavy client by combining our technology with their already impressive PartnerSight platform.” 

RSM US tax digital strategy leader Matt Bradvica said: “Collaborating with Additive enables us to integrate advanced AI into our tax workflows, driving greater efficiency and innovation. 

“This collaboration sets a new standard of speed and precision in tax services, helping clients gain insights faster and focus on growth. It also reinforces our commitment to leading the digital transformation of the tax industry and delivering exceptional value to our clients.” 

Last month, RSM US and RSM UK were in advanced discussions regarding a transatlantic merger.  

The merger aims to enhance the companies’ global client offerings and drive long-term growth.