H&R Block . Tax and financial services

AI Tax Assist for DIY online filers

Production

Pilot

Production

Scaled

Killed

Released in early December 2023, AI Tax Assist is available 24/7From the source, 2024-05-21

What happened

H&R Block built AI Tax Assist with Microsoft Azure OpenAI to answer tax questions for people filing their own returns online. It was released in early December 2023 and is available around the clock inside the online product. Microsoft's case study says it was trained on tax code and anonymized tax returns, with safeguards for accuracy. This is a vendor-published account.

Sources

H&R Block simplifies tax preparation with a powerful AI tax assistant (Microsoft)

Company: H&R Block
Industry: Tax and financial services
Vendor / platform: Microsoft Azure OpenAI
Type: Customer-facing agent
Status: Production
Evidence date: 2024-05-21
Source: https://www.microsoft.com/en/customers/story/1771647415089854527-hrblock-azure-ai-studio-professional-services-en-united-states
Notes: Vendor-published case study.
Last checked: 2026-10-17

Status reflects only what the linked source states on the evidence date. If it changed, Suggest an update.