Customer Story
H&R Block cut 20 days off every vendor assessment — across 500 vendors a year.
With a team of 5 managing 500 annual reviews, H&R Block needed a faster way to get complete answers from vendors. Docubark delivered — in minutes, not weeks.
500 questionnaires. Weeks of waiting. And still not enough detail.
H&R Block's TPRM team of five analysts manages approximately 500 vendor assessments every year. Their standard questionnaire ran to 350 questions — thorough by design, and necessary given the sensitivity of the data H&R Block handles.
The problem wasn't the questionnaire. It was everything that happened after it was sent.
Vendors routinely took weeks to respond — sometimes longer. When responses arrived, they were often thin: vague answers, missing context, gaps that required follow-up. Each vendor assessment typically required three to five rounds of back-and-forth before the team had what they needed to move forward.
Multiply that across 500 vendors, and the math becomes brutal. The TPRM team was spending more time chasing vendors than actually completing assessments. And each delay meant another conversation with the business about why approvals were taking so long.
The platform that filled out their own questionnaire — with better answers than vendors provided.
H&R Block evaluated multiple TPRM platforms. Docubark was the only one that solved the core problem directly: getting complete, detailed answers to their questionnaire without waiting on vendors.
Docubark parses vendor documentation — SOC 2 reports, security policies, ISO certifications, trust portal materials — and uses AI to answer the questionnaire directly. The answers aren't summaries or approximations. They're grounded in the vendor's own documents, which means they're often more precise and better evidenced than what a vendor would provide through self-attestation.
The shift was immediate. Assessments that had taken weeks now took days. The follow-up cycle — three to five emails per vendor, per assessment — effectively disappeared.
20 days faster. Per assessment. Across 500 vendors.
20 days saved per assessment — Across H&R Block's full assessment volume, that's the equivalent of nearly 10,000 days of wait time eliminated every year.
The follow-up cycle, eliminated — The team no longer sends three to five follow-up emails per vendor. Docubark surfaces what the vendors' documents contain, meaning the information is already there when the analyst opens the assessment.
Better answers than before — Because Docubark pulls directly from source documents rather than relying on vendor self-reporting, the quality of the responses improved — not just the speed.
The business gets its answers faster — With assessments turning around in days instead of weeks, H&R Block's TPRM team can give the business a reliable timeline — and meet it.
See how it works for your team.
Book a 30-minute demo and we'll walk through a live assessment — the same workflow H&R Block uses every day.