Black Ore

AI preparation and review for tax firms

Black Ore develops Tax Autopilot, an AI tax-preparation platform for professional firms. It connects document intake, preparation, workpapers, reviewer decisions and export into a structured workflow. The intended users are preparers, reviewers and firm leaders managing recurring client returns and complex document packages.

The product's scope is US tax preparation. Separate official pages describe 1040 individual returns, 1041 trust and estate returns, 1065 partnership returns and K-1/K-3 processing. These are distinct workflows to evaluate against a firm's workload, rather than an assumption that one configuration covers every return type or jurisdiction.

From client documents to reviewable workpapers

Document classification sorts source files into a standardized binder and workpaper structure. For individual returns, the vendor describes handling PDFs, images and ZIP packages, extracting data, calculating preparation values and populating forms, schedules and tie-out worksheets. Reviewers can comment, annotate and override the results.

The trust and estate workflow organizes materials such as brokerage statements, income forms and beneficiary-related schedules. The partnership workflow normalizes varied inputs into structured workpapers and maintains links from prepared values to source documents and reviewer decisions. This makes tracing a value part of the review process instead of relying only on a finished return.

K-1 packages and controlled tax logic

The K-1/K-3 product describes page-level classification across federal, state and supplemental material. Extraction includes narrative footnotes and supporting schedules, with structured outputs for review and downstream mapping. Firm-specific logic, preferred mappings and exceptions can be applied through controlled overrides.

Black Ore also describes activity breakouts and reclassifications with a record of the original source and subsequent changes. Those features are relevant when a package contains detail beyond its face page. The preparer must still evaluate whether an extracted item and its treatment fit the client's circumstances; automation does not resolve every professional judgment.

Example: review a document-heavy return

A firm could upload a client's statements and K-1 packages, let the platform organize the binder, then inspect the extracted values and prepared tie-outs. Assign a reviewer to check missing information, unusual items and any automated reclassification. Use comments and overrides to document decisions before approving the prepared output.

Finally, export mapped fields and the supporting workpaper package into the firm's established tax workflow. Validate the resulting data in the destination software, keeping source references and reviewer changes available for follow-up.

Access, integration and practical limits

The pricing page requests quotes for 1040, 1065 and K-1 automation. An Enterprise offering adds implementation, training, support and identity-management options. Public numeric prices are not provided. Discuss the return mix, annual volume, document complexity and required controls when requesting access.

The official pages describe integration with leading tax software but do not provide a complete public compatibility matrix. Confirm the specific application, version, forms and export mappings during evaluation. Automated validations and anomaly flags support review; they do not establish correct filing, regulatory acceptance or an audit outcome. Assess representative difficult documents and the handling of missing or ambiguous inputs before adopting the workflow.