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