The tax prep automation running at the largest firms in the country
Tax Autopilot prepares returns and workpapers to your firm's standards across offices.
partner review hours
in production
High Return Volumes Expose Prep and Review Bottlenecks
Too many tools to maintain.
Bring client document intake, K-1 automation and tax preparation into one platform, reducing the number of separate systems to manage.
Complex returns need traceable figures.
Link every figure remains to its source document across high volumes. Black Ore's deterministic tax engine handles calculations, while AI supports extraction and classification.
Senior review shouldn't start with assembly.
Returns arrive with complete workpapers and binders, reconciled against what's in your tax software, so senior review starts at the exception.
Return quality varies by office and preparer.
Apply consistent standards for workpapers, tie-outs and tax treatment, regardless of the office or preparer.
Complex returns consume senior capacity.
Hundreds of K-1s, multiple entities and state allocations places heavy demand on experienced staff. Tax Autopilot handles the preparation work and flags exceptions for senior review.
How Tax Autopilot fits into your workflow.
Your reviewers start where judgment starts. Black Ore does the assembly, the tie-outs, and the binder.
Vetted by Some of the Country's Largest Firms.
Our team will support your AI, privacy, and InfoSec review directly. Your professionals remain the final authority. Nothing is filed without CPA sign-off.
firms in the country.
Frequently
asked questions.
Answers for enterprise tax leaders evaluating Tax Autopilot.
Tax Autopilot is built to be tax software-agnostic and delivers completed returns into the system your firm already runs. We support major professional tax platforms and prioritize new integrations by where firm demand is concentrated.
Enterprise pricing is based on volume and scope. Firms work with our team to build a package that matches their return mix and rollout plan.
Most firms start with one office or one team to prove the standard on real returns, then roll out firm-wide with a dedicated Black Ore team, defined success metrics, and support through the first season. Our team works directly with your AI, privacy, and InfoSec reviewers using documentation they've seen before.
That's what it was built for. Hundreds of K-1s, multi-entity ownership structures, multi-state and cross-state allocations, AMT, and high-income returns — in production across tens of thousands of returns.
It already has, at several of the largest accounting firms in the country. Black Ore is SOC 2 Type II certified and 7216 compliant, processes data in encrypted U.S.-based environments, and maintains a full audit trail from every figure back to its source document.
Returns arrive with workpapers and binders built and reconciled against your tax software, with exceptions surfaced for review. Your professionals review, adjust where needed, and sign. Nothing is filed without CPA sign-off.
Black Ore works with firms including 40% of the Top 20, among them Plante Moran, The Bonadio Group, Grassi Advisors, and Maxwell Locke & Ritter.
Put Tax Autopilot through its paces.