Black Ore Tax Autopilot AI features and pricing (October 2026)

Black Ore's Tax Autopilot automates individual tax return preparation for large US CPA firms. It takes in source documents, extracts and classifies the data, runs the calculations and supports reviewers with anomaly detection, a copilot and an evidence-linked audit trail.

Tax Autopilot covers the path from document intake to final review. At the time of our check, 1040 automation and K-1 and K-3 automation were available, while 1041 and 1065 were marked as coming soon. A centralized audit trail links each figure to its evidence. Black Ore targets enterprise CPA firms and names Baker Tilly, Withum, Maxwell Locke & Ritter and Honkamp among its customers. Its infrastructure runs in US data centers, and the company says it does not use client data to train models.

• Extracts and sorts source documentsTax Autopilot extracts data from source documents and classifies and organizes them automatically; the vendor states an extraction accuracy above 99 percent. Firms reduce the manual intake and data entry that ties up staff during filing season.
• Flags anomalies during reviewAI-based anomaly and error detection runs while a return is reviewed and points reviewers to figures that look inconsistent. Senior staff spend their time on the items most likely to be wrong.
• Supports reviewers with a copilotA copilot assists reviewers, and a centralized audit trail links each number to its supporting evidence. This makes it faster to answer the question of where a figure came from, both internally and in later inquiries.
• Automates K-1 and K-3 schedulesBlack Ore offers automation for K-1 and K-3 schedules, which often arrive late and in varying layouts. Firms with many pass-through investments can process these schedules with less manual transcription.

• Aimed at enterprise CPA firms, with Baker Tilly and Withum named among its customers.
• Covers the full 1040 workflow from intake to review with an evidence-linked audit trail; 1041 and 1065 were marked as coming soon in September 2026.
• States that infrastructure runs only in US data centers without offshore processing.

Black Ore automates US forms such as the 1040 plus K-1 and K-3 schedules, runs on US data centers and names large US firms such as Baker Tilly and Withum as customers.

Black Ore automates US individual returns, so it fits firms with large 1040 volumes. It exports to common US tax software such as CCH Axcess Tax, GoSystem Tax RS, UltraTax CS and Lacerte, so confirm your package is supported. Agree how reviewers sign off on automated figures. Pricing is by quote, and enterprise SSO with identity provider integration is part of the Enterprise plan. Request the SOC 2 Type II report for your due diligence.

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