What was the impact of the AI solution?

Reduced manual interventions by up to 90 percent. Processed about 16,000 federal and state tax forms spanning 200,000 pages. Reduced client onboarding from weeks or months to days. Improved extraction speed, accuracy, and operational efficiency for high-volume tax workflows.

Source

Microsoft

EY automates K-1 tax data extraction with Azure AI Document Intelligence

Use case typeDocument processing automationUpdated 2 days ago

Global financial service provider EY accelerated work for clients with Azure AI Document Intelligence. Tax work is timely and requires absolute accuracy, and the forms are complicated, are in various formats, and often span hundreds of pages. EY was an early adopter of Microsoft Azure AI Document Intelligence and integrated Microsoft OpenAI within a secure, cloud-native elastic Azure architecture to automate structured and unstructured K-1 tax data processing at scale.

Organization: Ernst & Young
Industry: Professional Services
Location: United Kingdom
Published: July 2026

Reported outcomes

−90%

manual interventions reducedAutomation & deflection

16,000 formstax forms processed200,000 pagespages processed

Strategic outcomes

Speed & agilityClient onboarding reduced from weeks or months to daysCost efficiencyImproved extraction speed and accuracyCompetitive differentiationStrengthened GTP-FS as a cutting-edge platform

Catalog median for automation & deflection deployments: −50% across 47 reported metrics. Compare benchmarks →

Primary read

Use case focus

Showing 2 of 2

1Document processing automation
2Intelligent document processing

Tax forms are complex, varied, and often span hundreds of pages, making manual ingest and transcription slow and error-prone during tax season.

Built and trained document intelligence models for specialized tax form types.
Leveraged generative AI to create synthetic data for model training and avoid storing client data.
Scaled the solution across EY's Global Tax Platform with cloud-native Azure architecture and continuous feedback for model improvement.

Technologies

Azure AI Document Intelligence Microsoft OpenAI Microsoft Azure

Reduced manual interventions by up to 90 percent.
Processed about 16,000 federal and state tax forms spanning 200,000 pages.
Reduced client onboarding from weeks or months to days.
Improved extraction speed, accuracy, and operational efficiency for high-volume tax workflows.

Architecture

EY built specialized document intelligence models on Azure AI Document Intelligence and integrated Microsoft OpenAI into a secure, cloud-native elastic Azure architecture. The solution used synthetic data generation for training, continuous feedback loops for model improvement, and Microsoft Unified support to scale compute resources and manage capacity for high-volume tax processing.

Implementation partners1

Microsoft Unified

Sources & evidence1

Groundedness: 4/5Type: Customer StoryPublished: Jul 11, 2026Publisher: MicrosoftEvidence: PrimaryConfidence: High

Primary source

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