Tax Autopilot

Black Ore's Tax Autopilot is an enterprise-grade AI platform that automates end-to-end tax preparation for CPA firms. It helps firms reduce preparation time by up to 98%, achieve over 99% accuracy in data extraction, lower cost per return by 80%, and speed up review cycles by over 2x.

Key Features

• Admin: Auto-generates client data request lists, AI-powered document classification and organization, autonomous binder and workpaper creation, role-based access and user management.
• Prepare: Fast and accurate data extraction from source documents, automated calculations of complex edge cases, seamless tax software integration, Excel-based tie-out package generation.
• Review: AI-powered anomaly and error detection, smart copilot for reviewing completed tax returns, enterprise-grade team review workflows, ready-to-signoff return packaging.
• Audit: Centralized document storage and indexing, evidence-linked review and preparation steps, real-time validation and evidence tracking, exportable audit packages.

Who It’s For

Tax Autopilot is designed for large and mid-sized CPA firms, including top 100 firms, enterprise tax departments, and tax professionals seeking to automate repetitive tasks and focus on higher-value client advisory work.

Key Benefits

• Reduces tax preparation time by up to 98%
• Achieves over 99% accuracy in data extraction
• Lowers cost per return by 80%
• Speeds up review cycles by over 2x