Boosting an accounting firm’s precision with Microsoft 365 Copilot

June 23, 2025

So little time, so much to do.

Across industries, one of the most significant struggles in the modern workscape has been how to get it all done—and done well—a challenge that organizations are beginning to solve with help from AI. But boosting organizational efficiency with AI requires careful consideration of how to do so securely and effectively.

That is where ITCG comes in.

End-to-end IT solutions provider and longtime Microsoft partner ITCG has been operating in India for over 30 years, offering data management, cybersecurity, cloud and infrastructure services, and more. They work as both direct and indirect resellers, interfacing with channel partners and directly with customers—a mix that gives them a holistic look at evolving customer needs within the IT ecosystem. They hold Solutions Partner designations in Modern Work, Infrastructure (Azure), and Security—and credit the Microsoft AI Cloud Partner Program with helping them stay customer-ready.

Mehul Shah, Director at ITCG, described the Microsoft relationship as symbiotic and long-lasting—and a core reason they’ve successfully expanded operations. He said, “Microsoft is in our DNA.”

Maintaining efficiency with high volumes of work

For chartered accountancy firm G.K. Choksi & Co. (GKC), precision and efficiency are everything when it comes to delivering financial management and legal services. With more than 200 employees, they specialize in tax and litigation support, audits, transaction processing, advisory services, and more. When they noticed that they were facing significant productivity challenges, they engaged ITCG, with whom they’ve been working for over a decade, to discover what their core challenges were—and develop a technology-driven solution.

After identifying GKC as a strong candidate for using Microsoft 365 Copilot, the ITCG customer success team, as part of a larger Microsoft push to help existing Microsoft 365 customers realize the value of Copilot, invited them to participate in a comprehensive workshop that identified several key issues, including:

An integrated experience

To make sure GKC was able to realize the full potential of Copilot, ITCG developed a rollout plan that included training that was primarily focused on change management. They provided prompt libraries and demonstrations of Copilot capabilities and focused on “super-users”—GKC employees who focused heavily on learning Copilot and could then, in turn, teach their coworkers how to effectively prompt and get effective outputs.

Shah explained that their training includes how to prompt Copilot for the best results and how to create basic agents. To best prepare GKC, Shah said, “We train our customers in a way that is not a command-and-result methodology. With Copilot, prompting is a conversation, and the right prompts and back-and-forth will maximize your results.”

ITCG’s prompt libraries include more general, templated prompts, but they also identify industry-specific ways for their customers to maximize efficiency with Copilot. Bhavin Khatri, Presales Lead – Modern Workplace and Microsoft 365 at ITCG, explained that they test out different ways of prompting specific to a customer’s needs, broken down by department. “We focus on segmenting—whether marketing, finance, what have you––and we test them all out before recommending,” he said.

Take, for example, a 200-page legal document. It would take hours for an average person to read all 200 pages, but with the right prompting, Copilot can succinctly summarize the contents and create action items. And with ITCG’s comprehensive training, different departments within GKC can extract different information from the same document, whether details used for marketing purposes, financial information to create an invoice, or even legal information that could inform an advisory presentation. Copilot can further generate content from the data—such as a presentation with a specific theme or a professional email explaining a technical subject in a clear manner.

From six hours to sixty minutes

The combination of Copilot’s secure, seamless integration into GKC’s on-site premises and ITCG’s comprehensive training has resulted in significant improvements in precision and efficiency. GKC has reported that tasks that previously took five to six hours to complete can now be completed in just 60 to 90 minutes.

The IT Head at GKC, Jigar Barot has stated that Chartered Accountants at the firm are utilizing the power of AI through Copilot and they have seen improvements in managing their tasks. As informed by IT Head, Mr. Jigar Barot, Copilot has helped GKC review and refine legal documents, making sure they’re error-free and professionally formatted, prevented manual errors in technical emails and document summaries, and even helped interns speed up their report and presentation creation process—all of which have helped GKC feel better equipped to deliver customer successes quickly and accurately.

Copilot has helped GKC review and refine legal documents, making sure they’re error-free and professionally formatted, prevented manual errors in technical emails and document summaries, and even helped interns speed up their report and presentation creation process—all of which have helped GKC feel better equipped to deliver customer successes quickly and accurately.

In fact, GKC, under the leadership of Mr. Jigar Barot, is planning on doubling their Copilot seats through ITCG—and learning more about agents so they can take their Copilot experience to the next level.

As for ITCG, their partnership with Microsoft is stronger than ever, and with their recent Copilot and agentic successes, they’re starting a small application development operation to help customers with lifecycle management—which is already in beta with a few trusted customers.