Enterprise-Grade AI
for the Tax Profession
Black Ore's Tax Autopilot provides end-to-end tax prep automation, empowering leading firms to spend less time on returns and more on clients
Trusted by the Nation's Largest, Leading CPA Firms
Product
More Returns, Less Effort
Drag and drop client documents—Tax Autopilot handles preparation from there
Automate administrative work and streamline tax compliance
01
Auto-generate client data request lists
02
AI-powered document classification & organization
03
Autonomous binder & workpaper creation
04
Role-based access & user management
Instantly prepare high quality tax returns
01
Fast & accurate data extraction from source docs
02
Automated calculations of complex edge cases
03
Seamless tax software integration
04
Excel-based tie-out package generation
Speed up review cycles while improving quality and control
01
AI-powered anomaly & error detection
02
Smart copilot for reviewing completed tax returns
03
Enterprise-grade, team review workflows
04
Ready-to-signoff return packaging
Automatically maintain a complete, defensible audit trail
01
Centralized document storage & indexing
02
Evidence-linked review & preparation steps
03
Real-time validation & evidence tracking
04
Exportable audit packages
“Before Black Ore’s Tax Autopilot, preparing a high net worth return with dozens of complex K-1s could take several days. Now, it’s ready for review in minutes with high quality results, improving our efficiency while allowing us to maintain control over the process.”
Kyle Parks
Leading Partner at Maxwell Locke & Ritter (Top 100 CPA Firm)
"Tax Autopilot is what every enterprise firm struggles to build and hopes to procure – an AI-native tax platform driving significant, consistent ROI. CPAs that move on this will serve more clients, at higher margins, with a fraction of the hours. The ones that don't will get left behind."
Jeff Wong
Global CIO (2015-2024) at EY (3rd Largest CPA Firm)
"We chose Black Ore because legacy OCR was delivering ~50% accuracy and other AI tools were immature. Black Ore’s AI-native platform delivers significantly better results, flowing data directly into our tax software with minimal intervention by our CPAs."
Sean M McLean
Chief Digital Officer at Elevate (Fast Growing, PE-Backed CPA Platform)
“We are excited to be hands on with Black Ore. In our testing, Black Ore’s AI technology is impressive and shows strong potential to streamline the tax preparation and review process. This is a welcome change from the usual pitfall of only swapping old tech for new tech without measurable change to the process."
Bob Fink
CIO at Honkamp PC (Top 100 CPA Firm)
“Black Ore paves the way for us to free up billable hours and focus on higher value client advisory work”
Jim Bourke
Managing Director at Withum (Top 25 CPA Firm)
FIRMS
>99%
Accuracy in Data Extraction
98%
Time Savings on Tax Preparation
80%
Lower Cost Per Return
2x+
Faster Review Cycles
Zero
‘Turnaround’ Time
Backed by Preeminent Investors
Impact
Transform Your Tax Practice
Supercharge Efficiency
Reduce tax prep time by up to 98%, and prepare more returns without growing headcount
Improve Accuracy
Eliminate manual errors with AI-powered data extraction and logic and achieve over 99% accuracy
Accelerate Growth
Reduce review time by over 50% and free up tax leaders to onboard more clients and deliver strategic advisory
Combat Burnout
Reduce time on tedious tasks and reclaim billable hours for high-value work
Minimize Audit Risk
Comprehensive audit tracking that ensures compliance year after year
Ensure Security & Compliance
U.S.-based, SOC 2-compliant infrastructure designed for enterprise CPA firms
Get in touch
Join the Nation's Leading Firms. Transform Your Tax Practice.