Overview
- The company opened access to its AI tax platform after two years of early access, moving beyond a 4,000‑firm waitlist that yielded 75 onboarded firms, including eight of the Top 20 in the U.S.
- Tax Autopilot takes in documents such as W‑2s, 1099s, K‑1s, brokerage statements, and bank records, applies federal and state rules, generates workpapers, and delivers review‑ready returns into major tax software.
- Early users reported over 99% accuracy and up to 98% time savings across tens of thousands of returns, though these results are company‑reported rather than independently verified.
- Black Ore says each data point in a return links back to its source file, the platform is SOC 2 Type II certified, runs in encrypted environments, and firms retain final sign‑off.
- The rollout targets firms strained by a talent shortfall that has seen hundreds of thousands leave accounting since 2021, which is pushing practices to seek automation to handle workload and costs.