Case Study: US Tax Service cuts document research from 6 hours to 7 minutes with Sphere Partners' enterprise RAG solution

US Tax Service cuts document research from 6 hours to 7 minutes with Sphere Partners

US Tax Service, a leading US tax advisory firm, faced a significant challenge as its advisors spent up to six hours per engagement searching through fragmented and siloed document repositories for complex tax compliance information. Their existing keyword search tools were failing, leading to inefficiencies and risking institutional knowledge. They engaged Sphere Partners to implement an enterprise Retrieval-Augmented Generation (RAG) solution to solve this knowledge architecture problem.

Sphere Partners built a production-grade enterprise RAG system with a custom document ingestion pipeline and a hybrid vector and keyword search architecture. The jurisdiction-aware solution included role-based access control and a full audit trail for compliance. The results were transformative: Sphere Partners helped cut document research time from six hours to just seven minutes per engagement, a 97% reduction, while also improving retrieval accuracy by 66%. The system was deployed and ready for production in just five weeks.