Small & Mid-Sized Firms

Per-return pricing for firms looking to increase preparation capacity.

Includes:

Automated 1040 preparation

AI extraction and classification of complex K-1 packages

Workpapers and tie-outs

AI-guided review for edge cases

Anomaly detection & validations

Audit-ready outputs with timestamps & annotations

Role-based access and collaboration tools

Centralized binder structure

Direct tax software export

Enterprise Firms

Firmwide automation, advanced controls and dedicated implementation support.

Includes:

Full suite of automation products

Dedicated support team, led by executive team

Advanced user permissions and security controls

Custom implementation and firm training

Enterprise SSO and identity provider integration

Sponsored co-marketing and case study collaboration

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Lower Your Cost per Return with Black Ore