RSM Client Portal
Key features
The RSM Client Portal enables simple, secure and seamless collaboration between you and us, helping us to provide you with smarter, efficient and powerful solutions tailored to your business needs.
Secure, role-based access
Ensure the right people have access to the right data and streamline your user experience by providing role-based permissions to selected members of your team.
24/7 secure access
Access your secure dashboard, reports and documents anytime, anywhere, ensuring you have the information you need at your fingertips.
Single central access
Easily upload documents, ask questions, and review timelines and information requests—all in one central location. Eliminate unnecessary administrative time and costs.
Real-time collaboration
Seamlessly communicate and collaborate with your RSM team whenever you need to.
Engagement tracking
Track engagement activity in real time and stay informed about key milestones, deadlines and deliverables.
Data insights and analytics
Gain access to visually powerful data analytics that will help you track your business performance, tackle a range of issues, and make the best decisions for your business, now and in the future.
Multi-factor authentication
Enhanced security with multi-factor authentication to protect your sensitive information.
User-friendly look and feel
Navigate the portal with ease, thanks to its intuitive and user-friendly design.
Digital innovation
Our commitment to digital innovation means that we are continually adding features to the Client Portal that benefit our clients and their teams—all part of the RSM commitment to service excellence.
Integration with our RSM digital solutions
Experience seamless integration with RSM’s digital solutions through the portal. Leverage the power of RSM Datacore, our cloud data platform, for effortless data flows, data storage, and supporting large-scale data analytics, offering real-time insights and efficiency.
