Black Ore
Enterprise-grade, AI-native tax automation that prepares and reviews 1040, 1065 and K-1 returns
By Black Ore · 4.0/5 Value-Position score (estimate)
Positioning guardrails
Best for
- CPA firms preparing high volumes of 1040, 1065 and K-1-heavy returns
- Firms whose high-net-worth and multi-state packages stall in manual prep and review
- Top 100 and PE-backed accounting platforms standardizing prep across acquired firms
- Practices already on CCH Axcess, ProSystem fx, Lacerte, UltraTax, Drake or ProSeries
Ideal size: 50–500 tax professionals people · Established tax practice with formal review and sign-off workflows
Not for
- Solo practitioners or small firms with low annual return volume
- Buyers who need published, self-serve pricing or a free trial
- Advisory-only or non-tax service lines
- Practices outside U.S. tax jurisdictions or requiring non-U.S. data residency
Value metrics scorecard
Time-to-Value
2–4 weeks (onboarding plus firm training)
~30 days to first production value
Total Cost of Ownership
On request
Quote-based; no published prices. Module tiers: 1040 Automation, 1065 Automation, K-1 Automation, Enterprise
Implementation Friction
3/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Not published; firm-level agreements sized by annual return volume
Add-on costs
- None
Company & support
Who is behind Black Ore, and how your team gets help once it is live.
Company
- Founded
- Not recorded
- Headquarters
- Not recorded
How you get support
- PhoneNot listed
- EmailNot listed
- Live chatNot listed
- Support portal / ticketsNot listed
- Community forumNot listed
- Help centre / docsNot listed
- Dedicated account managerEnterprise only
- In person / on-siteNot listed
- Hours
- Not recorded
- Response time
- Not stated
The Enterprise plan lists a dedicated support team led by the executive team. No public support hours, SLA or general support contact channels are documented.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Black Ore sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line.
Companies on the chart 6 / 10
- Black Ore
- BQE CORE
- Solve Intelligence
- WorkWave
- HawkSoft
- Basis
Add or change companies
Up to 10 companies including Black Ore. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What Black Ore ships in AI, and what it asks of your ecosystem.
AI features shipped
Sources describe AI document classification and extraction, autonomous binder and workpaper creation, a smart copilot for reviewing completed returns, and AI-powered anomaly and error detection. No source states whether customers bring their own model key or which model provider is used.
Your data & models
- Trains on your data
- Never trains on your data
- Runs on
- Not recorded
- AI pricing
- Not recorded
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Black Ore is an AI-native tax automation platform for CPA firms. Tax Autopilot extracts and classifies client documents, prepares 1040, 1065 and K-1 returns, builds workpapers and tie-outs, flags anomalies, and exports review-ready returns into the firm's existing tax software. Vendors cite >99% extraction accuracy, up to 98% prep-time savings and 2x faster reviews. Contracts are quote-priced by module, with a dedicated enterprise tier. SOC 2 Type II; client data is not used for model training.
Frequently asked questions
What does Black Ore actually automate?
Black Ore's Tax Autopilot automates the return lifecycle: it generates client data request lists, classifies and extracts data from source documents, prepares 1040, 1065 and K-1 returns including complex edge-case calculations, creates binders, workpapers and Excel tie-out packages, flags anomalies, and produces review-ready returns for sign-off with a full audit trail.
How is Black Ore priced?
Pricing is not published. Black Ore sells module tiers (1040 Automation, 1065 Automation, K-1 Automation) plus an Enterprise plan for firms preparing tens of thousands of returns annually. Buyers must request pricing; the enterprise tier adds SSO, custom implementation, firm training, enhanced permissions and a dedicated support team.
Does Black Ore use client data to train AI models?
No. The vendor's security page states that client documents are never used for model training or cross-firm optimization, that firms retain full ownership of their data, and that data can be exported, redacted or deleted at any time. Processing stays in U.S.-based, SOC 2-audited data centers with no offshore or third-party handling.
Which tax software does Black Ore integrate with?
The workflow exports into ATX, CCH Axcess Tax, CCH ProSystem fx, Drake Tax, GoSystem Tax RS, Intuit Lacerte, ProConnect, ProSeries, UltraTax CS and other packages selected during onboarding, with field-level mapping into the firm's existing tax software workflow.
What security and compliance posture does Black Ore have?
Black Ore states SOC 2 Type II compliance audited annually against the AICPA Trust Services Criteria, AES-256 encryption at rest and TLS 1.2+ in transit, multi-tenant separation, role-based and field-level access controls, enterprise SSO and MFA, and timestamped audit logging. Data is stored exclusively in U.S.-based data centers.
How long does it take to go live?
Black Ore does not publish an implementation timeline. Standard modules are positioned as drag-and-drop onboarding for firm documents, while the Enterprise plan includes custom implementation and firm training, so firms should expect an onboarding and pilot period before production use across all return types.