May 19, 2026 | Customer

As firms across the tax profession navigate rising complexity, tighter deadlines, and growing demand for efficiency, Crowe LLP is investing in AI technology to modernize one of the most persistent challenges in tax work: transforming unstructured Schedule K-1 data into structured, usable information. By adopting Thomson Reuters Additive, Crowe is advancing a broader strategy to reduce manual effort, improve workflow consistency, and create more capacity for analysis and judgment, while delivering faster, accurate insights to clients.

A Thomson Reuters customer, Crowe is one of the largest public accounting and consulting firms in the United States. The firm’s decision to add Additive to its technology stack reflects both an immediate opportunity to enhance K-1 processing and a larger commitment to building a more connected, data-driven tax operation supported by modern AI tools.

For tax professionals, the challenge of ingesting and processing K-1 documents is often highly manual, time-intensive, and dependent on spreadsheet-based workflows that can slow down downstream processes during compressed compliance cycles. Additive addresses that challenge by using a GenAI-native platform to ingest and structure data from complex K-1 documents efficiently and at scale. That structured output then feeds into Crowe’s downstream partnership calculation engines and connects with other solutions across the firm’s technology ecosystem, including Thomson Reuters GoSystem Tax.

Before making its decision, Crowe conducted a rigorous cross-functional pilot of Additive across its tax practice, bringing in specialists from international, private equity, state and local, and global and high-net-worth individual tax services. The pilot helped validate not only the platform’s ability to automate complex data extraction, but also its potential to improve the quality, speed, and consistency of service delivery across multiple tax disciplines.

“The biggest advantage of Additive is how it helps us better support our clients,” said Jeffrey Mull, Partner, Crowe. “By turning complex, unstructured K-1 data into usable information more efficiently, our teams can spend less time on manual aggregation and more time focused on analysis, insights, and getting clients the answers they need, especially during compressed compliance timelines.”

For Crowe, the value of Additive extends beyond solving a single workflow issue. As tax practices become more digital and data-intensive, firms need technology that fits into real professional workflows, works across systems, and helps experienced practitioners spend more of their time where expertise matters most. The firm sees modern AI tools as an important part of how it will continue to innovate and deliver strong client outcomes in an increasingly complex environment.

“Having access to the latest technology is essential to how we continue to innovate and deliver value to our clients,” Mull added. “From an AI transformation perspective, modern tools like Additive help us unlock the value of our data in new ways, improving how we analyze information and generate insights. It also reinforces our commitment to innovation, ensuring that we are not only keeping pace with change but actively shaping how technology is used to improve the client experience.”

For Thomson Reuters, Crowe’s adoption of Additive reflects a broader shift underway in the profession. Firms are increasingly looking for AI solutions that move beyond experimentation and solve practical operational challenges while strengthening the quality of professional work.

“Leading firms are looking for AI solutions that fit into real workflows and deliver measurable impact,” said Erica Butcher, General Manager of Tax, Audit & Accounting Professionals at Thomson Reuters. “Crowe’s adoption of Additive shows how firms can take a focused, practical approach to using AI to improve how work gets done and strengthen client outcomes.”