What was the impact of the AI solution?

Tasks that once took days or weeks were completed in a single day. Leaders reported improved clarity in email and Teams communication, fewer missed signals, stronger preparation for client discussions, and more time for higher-value advisory work. The agents created a clear record of due diligence and lowered the barrier to asking the right questions.

BPM scales Microsoft 365 Copilot and Copilot agents for tax workflows with governance

Use case typeEmployee productivityUpdated 1 day ago

BPM standardized on Microsoft 365 Copilot across Word, Outlook, and Teams to help tax and assurance teams rebuild context quickly, reduce message overload, and draft work faster under busy-season pressure. The firm added Copilot agents for tax-return evaluation against internal planning frameworks and for quality checkpointing with escalation criteria, supported by enterprise governance, identity and access controls, and role-based training.

Organization: BPM
Industry: Professional Services
Location: United States
Published: July 2026

Reported outcomes

80%

drafting and guidance cycle timeTime & speed

Strategic outcomes

Other strategic outcomeAccelerated busy-season workCustomer experience & trustImproved communication clarityRisk & complianceStrengthened due diligence

Catalog median for time & speed deployments: +80% across 203 reported metrics. Compare benchmarks →

Primary read

Use case focus

Showing 2 of 2

1Employee productivity
2Workflow automation

Tax teams needed to rebuild context quickly, manage message overload in Teams and email, and deliver accurate, defensible work at scale without sacrificing trust, judgment, or client experience.

BPM adopted Microsoft 365 Copilot to embed AI directly into daily workflows.
The firm created Copilot agents that apply BPM tax expertise to planning review and quality checks, with clear criteria for specialist review.
BPM paired rollout with an AI acceptable use policy, firmwide licensing, identity and access controls, and role-based training.

Technologies

Microsoft 365 Copilot Copilot agents Word Outlook Teams

Tasks that once took days or weeks were completed in a single day.
Leaders reported improved clarity in email and Teams communication, fewer missed signals, stronger preparation for client discussions, and more time for higher-value advisory work.
The agents created a clear record of due diligence and lowered the barrier to asking the right questions.

Architecture

BPM standardized on Microsoft 365 Copilot across Word, Outlook, and Teams, paired with enterprise governance controls, then added Copilot agents for tax-return evaluation and quality checkpointing based on internal tax frameworks and escalation criteria.

Implementation partners1

Sources & evidence1

Groundedness: 4/5Type: Customer StoryPublished: Jul 12, 2026Publisher: MicrosoftEvidence: PrimaryConfidence: High

Primary source

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Customer evidence