Customer Interview: How H&R Block Uses Azure Cosmos DB to Power AI and Scale for Peak Tax Season
summary
Cosmos DB is the persistence backbone for AI Tax Assist, storing chat history, prompt variants, user feedback and benchmark data while powering event‑driven microservices for mission‑critical tax systems. The migration yields operational flexibility and scalability—supporting peaks that drive 400 to 1 million RUs and processing millions of tax returns during season—while delivering measurable uplift in client conversion and faster cloud development cycles. Upcoming experiments include vector search, DiskANN and integration with Microsoft Fabric for real‑time analytics.
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