Tax Services Company Accelerates Innovation with Multi-model Custom AI Copilot

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As demand grew, the tax resolution services company faced mounting pressure to modernize its approach to accessing, sharing, and managing information. Key challenges included the lack of infrastructure to support multiple AI models, the absence of a central system for storing prompts and knowledge base entries, the need for real-time search with low latency, stringent governance and security requirements, and a requirement for containerized, high-availability cloud deployment to support their AI Copilot initiatives.

The client required an intelligent and adaptable solution that could streamline internal operations while enhancing customer service. This included enabling teams to manage prompts and knowledge bases efficiently, integrate AI with existing systems, and scale usage securely and cost-effectively. Without such a platform, handling complex tax resolution cases and high-volume inquiries would remain slow, inconsistent, and resource-intensive.

Synoptek developed Prometheus, a cloud-native AI Copilot platform designed to meet these challenges. The solution featured multi-model selection with AWS Bedrock and open-source LLMs, custom prompt management, proprietary knowledge base integration, real-time search, secure API-driven automation, and containerized deployment using ECS/Fargate and App Runner. The AI Copilot’s Python backend and SvelteJS frontend ensured a seamless user experience, while logging, error handling, and role-based access controls reinforced reliability and security.

The implementation of the AI Copilot delivered measurable operational and strategic value, enabling the client to:

  • Ensure consistent, business-aligned outputs through custom prompts
  • Automatically scale during peak workloads with containerized AWS deployment
  • Maintain uninterrupted service with a high-availability architecture
  • Deliver fast, accurate answers with real-time web search and model selection