RSM is a world leading provider of audit, tax and consulting services to entrepreneurial businesses, and launched a dynamic new global brand in 2015.

Project Info

Create is currently being rolled out to every desktop in RSM member firms globally – making it easy for cross-border deal teams to collaborate and work seamlessly between different offices, together with departmental documents. Many international offices also require their own language so the documents within Create are in English and a variety of local language versions. This consistency of approach is valued by RSM’s clients and Create delivers significant time savings throughout the lifecycle of a deal.

How RSM use Create

– Information Memoranda
– Pitchbooks
– Due diligence reports and databooks
– Long form reports
– Independent Business Reviews (IBRs)
– Tax advisory reports
– Sales presentations

plus dozens more templates in PPT, Excel and Word.



Customer stories


BDO is a global accountancy and advisory firm, where Create, Compare and Repair have been implemented in over 30 countries.

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Create is used by the SEB Investment Banking arm of the Group in offices in all Nordic and Baltic countries as well as London, New York and Frankfurt.

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AstraZeneca have been using Create since 2008 for swifter financial performance analysis and board reporting.

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