Hiring is hard. Growing your firm shouldn’t be.
Black Ore for Small Firms brings Big 4-grade automation to practices of any size — so a 20-person firm can take on more clients and deliver more value.
partner review hours
in production
Don't Let Your Return Volume Outgrow Your Team
Compete with big firms.
Without their hiring budget.
Prepare more returns for your existing team to review. More capacity doesn't have to mean a bigger headcount.
Give partners time to lead.
A 75% reduction in review time gives firm leaders their calendar back for business development and client relationships.
Don't stop at data extraction.
Tax Autopilot applies federal and state tax rules, prepares supporting workpapers and delivers the return into supported tax software for your team to review.
Your first return shouldn’t require a
six-figure commitment.
Pay per return. We'll help you get set up and bring your team up to speed, all at no extra charge.
Cut Prep Time Without Changing Your Existing Workflow.
Your team reviews and signs. Black Ore does everything before that.
Security your firm can stand behind.
Your clients trust you with sensitive tax information. Here's how Black Ore protects it.
Frequently
asked questions.
Find answers to frequently asked questions about our Personalized-Visual™ Communication
Yes. Tax Autopilot delivers completed, review-ready returns directly into the professional tax software
your firm already uses, so nothing about how you file changes. We integrate with major professional
tax platforms and prioritize new integrations by where firm demand is concentrated.
Pay-as-you-go, priced per return. No enterprise contract, no five-figure minimum, and no
implementation fee
Most firms are live in a day. There's no IT project, no data migration, and no multi-month
implementation. Onboarding, implementation, and training your team are included at no additional
charge.
Complex individual returns, including high-net-worth clients with hundreds of K-1s, multi-entity
ownership, and cross-state allocations. Tax Autopilot was built for the returns that are hardest to get
right — not just simple W-2 filers
Black Ore is SOC 2 Type II certified and 7216 compliant, and processes all data in encrypted,
U.S.-based environments. The platform has cleared the AI, privacy, and security reviews of the largest
accounting firms in the country, and your data is never used to train models for other firms.
Yes. Every return arrives fully prepared for professional review, with each figure traced to its source
document and anything needing attention flagged. Your professionals remain the final authority and
nothing is filed without CPA sign-off.
Yes. Tax Autopilot has run in production for three tax seasons at firms including many of the nation’s
largest. Black Ore for Small Firms is the same automation, packaged with pricing, onboarding, and
support built for a smaller practice.
Yes, you can get started with a smaller amount of clients and grow as you scale, paying as you go.
Firms often ask us which platform to standardize on, and we answer from what we see in production.
We are happy to offer a consultation on the right tax software for your needs, and support on
migration.
Join the Nation's Leading Firms. Transform Your Tax Practice.