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Microsoft Commercial and Professional Services United States

H&R Block

Document Processing

H&R Block wanted to give online tax filers a better experience. The trusted tax preparation company envisioned using generative AI to create an easy, seamless process that answers filers’ tax questions, maintains safeguards to ensure accuracy, and minimizes the time to file. Valuing Microsoft’s leadership in security and AI and the longstanding collaboration between the two companies, H&R Block selected Azure AI Foundry and Azure OpenAI Service to build a new solution on the H&R Block platform to provide real-time, reliable tax filing assistance. AI Tax Assist combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process for millions of H&R Block clients.

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AI Tax Assist combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process for millions of H&R Block clients.
That’s why they created the tax preparation category almost 70 years ago and continually strive to make filing taxes less taxing for their millions of customers each year.
“We continually aim to improve filing efficiency, accuracy, compliance, and security to meet the needs and exceed the expectations of the people and businesses that choose us to file their tax returns.” Almost half of the 150 million US tax filers prepare and file their own returns.

Reported impact

Business outcome

The trusted tax preparation company envisioned using generative AI to create an easy, seamless process that answers filers’ tax questions, maintains safeguards to ensure accuracy, and minimizes the time to file. AI Tax Assist combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process for millions of H&R Block clients.

  • Compliance
  • Customer Experience
  • Productivity Improvement

Solution

H&R Block used Azure OpenAI Service, Azure AI Studio, Azure AI Foundry to turn complex business content into faster digital workflows. H&R Block wanted to give online tax filers a better experience. The trusted tax preparation company envisioned using generative AI to create an easy, seamless process that answers filers’ tax questions, maintains safeguards to ensure accuracy, and minimizes the time to file. Valuing Microsoft’s leadership in security and AI and the longstanding collaboration between the two companies, H&R Block selected Azure AI Foundry and Azure OpenAI Service to build a new solution on the H&R Block platform to provide real-time, reliable tax filing assistance. AI Tax Assist combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process for millions of H&R Block clients. Key implementation elements included Azure OpenAI Service generates...

Data flow

Business documents and enterprise content are ingested into the AI workflow, classified or summarized by the model layer, and routed into the application or operations process where employees can review and act on the output.

Solution architecture

6 components · 3 layers
  1. Compute
    • Azure OpenAI Service Generates natural-language responses and task automation for the solution.
    • Azure AI Studio Provides the workspace for building, testing, and deploying the AI application.
    • Azure AI Foundry Supports model orchestration, evaluation, and governed deployment of the AI workflow.
    • Azure AI Document Intelligence Extracts and structures information from business documents.
  2. Storage
    • Azure Cosmos DB Stores application state and knowledge or interaction data.
  3. Orchestration
    • Microsoft Dynamics 365 Provides the common business process layer that standardizes operations.

Architecture clues

  • Built as a cloud-native platform.
  • Operates with real-time or near-real-time telemetry and analytics.

Evidence from the source

AI Tax Assist combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process for millions of H&R Block clients.
H&R Block wanted to give online tax filers a better experience. The trusted tax preparation company envisioned using generative AI to create an easy, seamless process that answers filers’ tax questions, maintains safeguards to ensure accuracy, and minimizes the time to file. Valuing Microsoft’s leadership in security and AI and the longstanding collaboration between the two companies, H&R Block selected Azure AI Foundry and Azure OpenAI Service to build a new solution on the H&R Block platform to provide real-time, reliable tax filing assistance. AI Tax Assist combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process for millions of H&R Block clients.
That’s why they created the tax preparation category almost 70 years ago and continually strive to make filing taxes less taxing for their millions of customers each year.
The trusted tax preparation company envisioned using generative AI to create an easy, seamless process that answers filers’ tax questions, maintains safeguards to ensure accuracy, and minimizes the time to file. AI Tax Assist combines nearly 70 years of trusted tax expertise with the latest advancements in AI technology from Microsoft Azure OpenAI to streamline and simplify the tax preparation process for millions of H&R Block clients.
Valuing Microsoft’s leadership in security and AI and the longstanding collaboration between the two companies, H&R Block selected Azure AI Foundry and Azure OpenAI Service to build a new solution on the H&R Block platform to provide real-time, reliable tax filing assistance.
Transparency Evidence & methodology 90/100 reference value · 92% confidence · 2 sources

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value90/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact25/25
    2 metrics describe measurable impact.
  • Deployment scale5/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence92%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability23/25
    11 of 12 key fields link to a named source.
  • Direct evidence20/20
    5 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency9/10
    2 source references document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity10/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    H&R Block customer story

    First-party
    https://www.microsoft.com/en/customers/story/1771647415089854527-hrblock-azure-ai-studio-professional-services-en-united-states
    Source type
    Vendor-published customer story
    Published
    May 21, 2024
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date
  2. Built In

    H&R Block Careers, Perks + Culture | Built In

    Independent secondary
    https://builtin.com/company/hr-block

    The Organization JSON-LD lists addressLocality 'Kansas City', addressCountry 'US', and numberOfEmployees value 16423.

    Source type
    Structured company profile
    Supports
    • Company size

Date evidence

  • Published on source page May 21, 2024 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region. Treat these normalized attributes as lower-confidence until a dedicated source is added.

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