Free up your tax team with returns ready for review.

Tax Autopilot produces review-ready high net worth returns, freeing up your tax team to focus on tax planning and client advisory.

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Trusted by the Nation's Largest, Leading CPA Firms
Backed by Preeminent Investors
“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)
FIRMS
99%
data extraction accuracy
>75%
reduction in manager and
partner review hours
8–15 hrs
returned per preparer, per week
Tens of thousands
of complex returns
in production
Pain Points

Keep K-1-Heavy Returns From Slowing Down Your Team.

Hundreds of K-1s across complex returns.

Tax Autopilot extracts and organizes K-1 and K-3 information, including footnotes and state details, and distinguishes active from passive activity.

Tax prep pulls your team away from clients.

Reduce the hours absorbed by preparation and devote more attention to planning discussions and client needs.

Investment data arrives in pieces.

Tax Autopilot classifies and files documents as they arrive. There's no need to wait for a complete package.

Know where every figure came from.

Source-linked figures and flagged exceptions help your professionals verify the work before giving final approval.

Trust & Security

Security that stands up to scrutiny.

Black Ore has already cleared AI, privacy, and security reviews at some of the country's largest accounting firms. We're ready for yours.

01
Black Ore's security controls are independently audited under SOC 2 Type II.
02
Section 7216 compliant, meeting IRS requirements for the use and disclosure of client tax return information.
03
Client data is encrypted and processed entirely in the United States.
04
Every figure links to its source with exceptions flagged for review.
05
Cleared privacy, and security reviews at the largest firms in the country.
Faqs

Frequently
asked questions.

Answers for wealth and RIA teams evaluating Tax Autopilot.

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Does this work if our returns are prepared by an outside firm?

Yes. Tax Autopilot fits either model — an in-house tax team, or an outside preparer. Completed returns are delivered into the tax software being used, whoever is operating it.

How is pricing structured?

Pricing is based on volume and complexity. Our team will scope it against your book.

How quickly can we test it on a real return?

Quickly. Most firms start by sending one client's documents — ideally the most complex return they have — and comparing the output against what their own team would have produced, and how long it would have taken.

Can it handle hundreds of K-1s on a single return?

Yes. Tax Autopilot extracts and normalizes complex K-1s including footnotes and state forms, and breaks out active and passive activity automatically. These are the returns the platform was built for.

How is UHNW client data protected?

SOC 2 Type II certified, 7216 compliant, encrypted and processed entirely in the United States. Client data is never used to train models for other firms, and the platform has cleared security reviews at the largest accounting firms in the country.

How is audit defensibility maintained?

Every figure on the return traces back to the source document it came from, and every exception is flagged for review. The work product is audit-ready, with a full trail behind each number.

Does this replace our tax team?

No. Black Ore handles preparation — the assembly work that consumes your team's time. Your professionals review, exercise judgment, sign, and stay in front of the client. The point is to move their time from documents to advice.

Get in touch

See what Tax Autopilot can do with your toughest returns.

Hundreds of K-1s, fully traced, review-ready.
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