Cutting Response Times from Days to Seconds
NATP joined forces with NRI and Microsoft to deploy AI-driven solutions that reduce response times, streamline tax support, and redefine how professionals access critical information during tax season.
Business situation
With over 23,000 members nationwide, the National Association of Tax Professionals (NATP) serves as a vital support system for tax professionals, providing education, guidance, and essential resources. However, the high-pressure demands of tax season necessitated an innovative approach to enhancing service delivery and operational efficiency.
Recognizing the transformative potential of artificial intelligence, NATP sought a technology partner capable of implementing AI-driven solutions that could modernize their services and set a new standard of service efficiency and personalization for the tax industry.
Considerations
Identify long-term objectives to enhance tax professionals’ service capabilities.
Develop a scalable AI-powered solution to improve response times and training recommendations.
Implement technology seamlessly without disrupting NATP’s ongoing operations.
Our solution
NRI developed an AI-driven chatbot and intelligent search system tailored to NATP’s extensive tax knowledge database. This solution enabled tax professionals to retrieve accurate information instantly, reducing response times from days to seconds.
Additionally, NATP leveraged AI to generate personalized training recommendations, ensuring that members received relevant educational content aligned with their career objectives.
Capabilities applied
Intelligent data and AI applications
Adoption and change management
Cybersecurity and business resiliency
Technologies utilized
Microsoft Azure OpenAI Services
Azure AI Search Service
Encrypted chat functionality
Results
Designed with scalability, efficiency, and security at its core, the AI-powered chatbot transformed NATP’s service model. Members now receive real-time, AI-driven responses to complex tax-related inquiries, enhancing their ability to serve clients effectively during peak tax season.
Encouraged by the success of this initiative, NATP is now exploring AI-driven personalized quizzes and training recommendations to further enhance professional development for tax professionals.
As NATP continues to lead with innovation, NRI and Microsoft remain steadfast partners in leveraging AI to revolutionize the tax industry.
Response times reduced from days to seconds
Enhanced service efficiency during peak tax season
Increased engagement in personalized training programs