Case Study: H&R Block achieves scalable seasonal capacity and $500K annual savings with SS&C Blue Prism

H&R Block Combats Extreme Workflow Fluctuations with Intelligent Automation on Amazon Web Services

H&R Block, the national tax-preparation firm that scales from about 3,800 year‑round associates to roughly 60,000 seasonal staff each tax season, faced extreme workflow seasonality that made hiring, training and supporting back‑office operations costly and inefficient. To reduce reliance on temporary workers and gain scalability, H&R Block implemented SS&C Blue Prism intelligent automation, deploying digital workers via INVOKE’s ARIA Cloud managed service running on Amazon Web Services.

Using SS&C Blue Prism digital workers on ARIA Cloud/AWS, H&R Block automated key processes—lease renewals dropped from about 45 minutes to four seconds (≈99.9% reduction), corporate accounting insourcing saved $500,000 annually, student communications saved over $100,000, and the program returned roughly 60,000 hours to the business. SS&C Blue Prism’s solution, combined with AWS autoscaling, delivered measurable reductions in handling time, improved compliance and client communication, and provided on‑demand capacity during peak season.

H&R Block

Josh Tieman

Director, Enterprise Productivity & Intelligent Automation