Enterprise Automation for Large Partnerships
Automate 1065 tax prep with AI — ingest partnership inputs, normalize source data, and deliver review-ready returns with full traceability


End-to-End Automation for Partnership Tax Returns
Structure Partnership Data for Downstream Prep
Intelligent Organization
Automatically classify and sort partnership source documents- across varied formats and layouts
Automatic Binder Creation
Map files into standardized partnership binder and workpaper structure aligned with your firm's review workflow

Eliminate Manual Intake Work
No manual renaming, tagging, or folder management—Black Ore handles document intake so your team can focus on partnership tax work, not file organization
Accelerated 1065 Preparation

Controlled Review for Partnership Tax Teams
Audit-Ready Storage. End-to-End Traceability.

Review-Ready Data Surfaces
Maintain secure, centralized storage for source documents, annotations, and full client history
Full Activity Logging
Timestamp and log every action, edit, and comment—so your team is always audit-ready

Exportable Workpaper Packages
Generate complete workpaper packages and audit trails on demand, ready for internal review or external inspection
1065 Automation
Black Ore supports simple and complex Partnership returns, with detailed K-1 reporting. It's built for preparers who deal with high volumes and variable complexity.
The platform can process complex K-1 packages—including footnotes, partner grids, and supporting attachments—and extracts relevant data even when formats are inconsistent. Our AI parses footnotes to reclassify, and allocate data, handling activity breakouts and tax treatments like passive vs. active and 199A.
Returns are prepared in a review-ready state with tie-outs and workpapers automatically generated. Reviewers can annotate, override, and approve returns directly in the platform.
Black Ore maps all inputs into a consistent binder and workpaper structure. You can also enforce firm-specific logic and sign-off policies, enabling consistency across preparers and reviewers. Reviewers can see exactly where a value originated, any automated reclassifications made by our software, and a log of manual overrides for the audit trail.
Black Ore integrates with the leading tax software platforms. Mapped fields are exported directly into your prep system—no rekeying or bridge files needed. We map directly to prior-year returns in your tax software, streamlining the roll-forward process.
Join the Nation's Leading Firms. Transform Your Tax Practice.

