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Automating Document Drafting for a Tax Advisory Firm

Industry: Tax Services 

Challenge: Drafting client reports on financial statements, compliance documents, and tax advisory took too much time for consultants. 

Solution: Pinnacle Future rolled out an LLM-powered document drafting assistant that could generate drafts of tax advisory reports, ensuring compliance with tax regulations and client-specific details. 

Outcome: Report generation time was reduced by 70%, freeing up senior advisors to focus on strategic recommendations for clients.

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