DiscoverThe CAIO Connect Podcast (Chief AI Officer Connect Podcast)CAIO Podcast | How H&R Block Processes 20M+ Tax Returns with AI – Aditya Thadani, VP of AI Platforms
CAIO Podcast | How H&R Block Processes 20M+ Tax Returns with AI – Aditya Thadani, VP of AI Platforms

CAIO Podcast | How H&R Block Processes 20M+ Tax Returns with AI – Aditya Thadani, VP of AI Platforms

Update: 2025-04-08
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CAIO Podcast | Driving AI Innovation at H&R Block with Aditya Thadani 


In this insightful episode of the CAIO Podcast, Sanjay Puri sits down with Aditya Thadani, Vice President of AI Platforms at H&R Block, to explore how AI is driving digital transformation in financial services. 


🔍 Key Takeaways: 


  • How H&R Block processes over 20 million tax returns annually using AI 
  • The role of AI in enhancing customer experience and operational efficiency 
  • Why migrating 90% of compute capacity to Azure Cloud was a game-changer 
  • Building customer trust through an omni-channel strategy 
  • Managing vendor dependency and ensuring business resilience 

Resources Mentioned: 

https://www.linkedin.com/in/adityathadani/ 


 

⏱️ Timestamps: 

00:00 – Podcast Episode Highlights 

02:00 – Aditya’s Background & Journey into AI 

05:30 – The Role of AI in Business Strategy 

09:15 – Challenges in AI Adoption 

12:45 – AI Ethics & Responsible Innovation 

16:30 – The Future of AI Regulation 

19:45 – AI’s Impact on Jobs & Workforce Transformation 

23:00 – AI in Emerging Markets 

26:30 – The Role of Open-Source AI 

30:00 – Aditya’s Vision for AI in the Next Decade 

33:00 – Final Thoughts & Takeaways 

 

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CAIO Podcast | How H&R Block Processes 20M+ Tax Returns with AI – Aditya Thadani, VP of AI Platforms

CAIO Podcast | How H&R Block Processes 20M+ Tax Returns with AI – Aditya Thadani, VP of AI Platforms

Sanjay Puri - Regulating AI