Complex Returns, Ready for Review in Minutes
Tax Autopilot cuts hours of manual work by preparing complex tax returns directly in supported tax software.
Trusted by the Nation's Largest, Leading CPA Firms
“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)
"Tax Autopilot is what every enterprise firm struggles to build and hopes to procure – an AI-native tax platform driving significant, consistent ROI. CPAs that move on this will serve more clients, at higher margins, with a fraction of the hours. The ones that don't will get left behind."
Jeff Wong
Global CIO (2015-2024) at EY (3rd Largest CPA Firm)
"We chose Black Ore because legacy OCR was delivering ~50% accuracy and other AI tools were immature. Black Ore’s AI-native platform delivers significantly better results, flowing data directly into our tax software with minimal intervention by our CPAs."
Sean M McLean
Chief Digital Officer at Elevate (Fast Growing, PE-Backed CPA Platform)
“We are excited to be hands on with Black Ore. In our testing, Black Ore’s AI technology is impressive and shows strong potential to streamline the tax preparation and review process. This is a welcome change from the usual pitfall of only swapping old tech for new tech without measurable change to the process."
Bob Fink
CIO at Honkamp PC (Top 100 CPA Firm)
“Black Ore paves the way for us to free up billable hours and focus on higher value client advisory work”
Jim Bourke
Managing Director at Withum (Top 25 CPA Firm)
FIRMS
>99%
Accuracy in Data Extraction
98%
Time Savings on Tax Preparation
80%
Lower Cost Per Return
2x+
Faster Review Cycles
Zero
‘Turnaround’ Time
Reduce the manual work behind tax preparation.
01
Auto-generate client data request lists
02
AI-powered document classification & organization
03
Automated binder & workpaper creation
04
Role-based access & user management
Prepare complex individual tax returns faster.
01
Extract data from source documents
02
Automate calculations for less common tax situations.
03
Simple setup with supported tax software
04
Generate Excel-based tie-out packages
Speed up return review without giving up control.
01
Flag potential errors and inconsistencies for review.
02
AI-assisted review of completed returns
03
Coordinate reviews across your team
04
Generate return packages for CPA sign-off
Trace every figure back to its source
01
Centralized document storage & indexing
02
Evidence-linked review & preparation steps
03
Real-time validation & evidence tracking
04
Exportable audit packages
Product
See where every return stands.
Drag and drop client documents. Tax Autopilot handles the prep while you track each return from one dashboard.
Backed by Preeminent Investors
Impact
Run your firm with time to grow it
Say yes to more returns
Cut tax prep time by up to 98% and increase capacity without adding headcount.
Keep manual errors in check
Eliminate manual errors with AI-powered data extraction and logic and achieve over 99% accuracy
Free up partners
Reduce review time by over 50% and free up tax leaders to onboard more clients and deliver strategic advisory
Reduce burnout
Spend fewer hours on manual preparation and more time for higher-value client work.
Minimize audit risk
Comprehensive audit tracking that ensures compliance year after year
Ensure security & compliance
U.S.-based, SOC 2-compliant infrastructure designed for enterprise CPA firms
Get in touch
Join the Nation's Leading Firms