• AI platform that automates 1040 tax preparation for CPAs.
• Reduces manual work, saving up to 90% of preparation time.
• Includes a review step by U.S.-based CPAs for accuracy.
• Ideal for accounting firms of all sizes seeking to improve efficiency and scale operations.

• AI-powered assistant that answers complex tax questions in seconds.
• Automates tax research, memo drafting, and document analysis for accountants.
• Ideal for tax firms, businesses, and finance teams seeking 10× productivity.
• Free 14-day trial; custom pricing available for firms and enterprises.

Black Ore is an AI tax preparation platform designed specifically for CPAs and accounting firms. It solves the core problem of inefficiency and burnout in the tax industry by automating the labor-intensive process of preparing Form 1040 returns. Its flagship product, Tax Autopilot, uses a combination of AI and machine learning to extract and process data from over 50 different types of source documents, integrating directly with existing tax software to streamline workflows, reduce manual data entry, and free up professionals to focus on higher-value client services.

• AI-Powered Tax Preparation: The platform automates the entire 1040 tax preparation process, from data extraction to entry into tax software, claiming time savings of up to 90%.
• Broad Document Support: It can process and organize data from over 50 different source documents, including complex forms like K-1s, reducing manual classification and entry.
• Robust Review Framework: Black Ore includes a human-in-the-loop component, where work is given a preliminary review by U.S.-based CPAs with Big 4 experience, ensuring quality and accuracy.
• Secure and Compliant: The platform is SOC-2 compliant and U.S.-based, providing a high level of security and trust for handling sensitive client financial information.
• Effortless Client Management: Features tools to autonomously handle client data, helping to classify documents and organize work for improved firm-wide efficiency.

• Solo CPA Practitioners
• Small & Mid-Sized Accounting Firms
• Top 100 Accounting Firms
• Tax professionals looking to reduce manual data entry
• Firms specializing in high-growth or tech clients

• Automating the end-to-end preparation of individual 1040 tax returns.
• Reducing manual data entry from various source documents like W-2s, 1099s, and K-1s.
• Scaling a firm's capacity during the peak tax season without hiring temporary staff.
• Freeing up senior accountants and partners to focus on client advisory, strategic planning, and firm growth.
• Standardizing the tax preparation process across a firm for consistent, high-quality output.

• Significant Time Savings: Claims to automate tasks to save up to 90% of preparation time, a massive benefit during busy season.
• Human Oversight: Includes a preliminary review by U.S.-based CPAs, adding a crucial layer of quality control and trust.
• High-Level Security: SOC-2 compliance ensures a secure environment for sensitive client financial data.
• Direct Software Integration: Designed to work with major tax software, streamlining existing workflows rather than replacing them.

• Opaque Pricing: Potential users must join a waitlist and contact the sales team to get pricing information, which prevents simple cost comparison.
• Waitlist Access: The platform is not immediately available upon signup; access is granted via a waitlist, which may delay implementation for interested firms.
• Niche Focus: The primary focus is on 1040 tax preparation, so firms looking for a broader suite of automation tools may need other solutions.

TaxGPT is an AI tax assistant that leverages proprietary large language models trained on millions of IRS documents, regulations, and CPA-verified sources. The platform accelerates tax research, automatically drafts memos and client communications, and reviews returns for errors, enabling accounting firms and in-house finance teams to cut research time by up to 99%. It belongs to the AI Tax Research & Compliance category.

• AI-Powered Tax Research – Instantly retrieve authoritative answers to complex federal and state tax questions, backed by citations to primary sources.
• Memo & Letter Drafting – Automatically generate tax memos, IRS notice responses, and client emails to streamline communication workflows.
• Document Analysis – Upload and analyze 1,000+ tax forms; receive summaries and flagged issues in seconds.
• Agent Andrew Review Tool – AI audits 1040, 1065, 1120, 1120-S, and more, highlighting red, yellow, and green flags for error detection and savings opportunities.
• Client Profiles & Management – Centralize client data, documents, and conversation history in a single secure hub.
• Embedding & API Access – Integrate TaxGPT’s chatbot into websites or internal systems to provide 24/7 tax guidance.
• Enterprise-Grade Security – Data encrypted at rest and in transit on AWS and Azure, meeting industry standards for confidentiality.

• Certified Public Accountants (CPAs) and Enrolled Agents
• Tax & accounting firms of all sizes
• Corporate finance and in-house tax departments
• Small-business owners seeking self-service tax guidance
• SaaS product teams that want to embed tax Q&A into their apps

• Rapidly answering complex multi-state tax nexus questions for clients.
• Drafting detailed tax memos and IRS response letters in minutes.
• Automated review of prepared 1040/1120 returns to catch errors and savings.
• Embedding a tax Q&A chatbot on a financial services website to reduce support tickets.
• Summarizing uploaded client tax documents to outline next-step actions.

• Significantly reduces manual tax research time.
• Document flagging tool (Agent Andrew) lowers audit risk.
• Secure, SOC-aligned infrastructure for sensitive data.
• Free trial lets users evaluate value before committing.

• Full pricing not publicly listed—must book a demo for quotes.
• Reliance on AI outputs may still require expert human review.

TaxGPT offers a free 14-day trial for new users. Detailed pricing for professional, business, and enterprise tiers is provided upon request—interested teams can schedule a demo via the official site.