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What is Black Ore?
Founded in 2022 and based in Austin, Texas, Black Ore develops Tax Autopilot for CPA and accounting firms. The company announced $60 million in financing in 2023 and broad availability in April 2026.
Black Ore Tax Autopilot automates the preparation workflow for professional tax teams. Firms upload source documents such as W-2s, 1099s, K-1s, brokerage statements and bank records; the platform classifies and extracts data, applies tax logic, creates workpapers, maps fields into tax software and presents returns for professional review. It links prepared values to source evidence, flags items requiring attention and records preparation activity, while the CPA remains responsible for final sign-off.
The product supports individual 1040 returns, partnership 1065 workflows and complex K-1 packages. Features include client data requests, document organization, binder and workpaper creation, anomaly detection, review collaboration, tie-outs, controlled overrides, role-based permissions and exportable audit packages. Black Ore reports more than 99% extraction accuracy and up to 98% time savings, but those figures are company claims rather than independent benchmarks. Human review remains part of the operating model.
Black Ore targets CPA firms and accounting platforms with high-volume or complex professional returns, especially K-1-heavy 1040 and partnership work. The vendor lists 1040, 1065 and K-1 automation alongside an Enterprise offering, but publishes no dollar rates. Scope is quoted by firm, and Enterprise adds the full automation suite, dedicated support, implementation, training and enhanced controls. No public self-serve plan or free trial is listed.
Key features
Document intake
Classifies varied tax documents and organizes them into standardized binders and workpapers.
Data extraction
Extracts tax data from source documents and maps fields into the preparation workflow.
1040 preparation
Automates individual returns, including high-income cases and returns containing complex K-1s.
1065 preparation
Structures partnership inputs, applies preparation logic and exports mapped fields into tax software.
K-1 processing
Processes complex K-1 packages, including footnotes, grids, federal, state and K-3 information.
Review controls
Provides validations, anomaly detection, comments, overrides and tie-outs for professional review.
Audit trail
Records preparation activity and links prepared values, review decisions and evidence for export.
Black Ore pricing
Black Ore publishes no dollar price. Scope is quoted for 1040, 1065, K-1 and Enterprise automation. Enterprise is positioned for large firms preparing tens of thousands of returns and includes additional support, implementation, training and security controls.
| Plan | Price | What's included |
|---|---|---|
| Enterprise | CustomScope is quoted. | Full automation suite, dedicated support, enhanced permissions and security controls, custom implementation, firm training, SSO and identity-provider integration. |
Free trial: No public free trial is listed; buyers must request pricing or a demo.
Pros & cons
Pros
- Automates intake, extraction, preparation and review instead of stopping at document OCR.
- Supports complex 1040, 1065 and K-1 workflows with source traceability.
- Exports mapped fields into several major professional tax applications.
- Provides SOC 2 Type II controls, US data residency, SSO, MFA and granular permissions.
Cons
- Pricing is quote-only, with no public starting rate.
- Professional review and sign-off remain necessary.
- Accuracy and time-savings metrics are vendor-reported.
- The workflow is designed for professional firms rather than individual taxpayers.
Who is Black Ore best for?
- CPA firms preparing high volumes of complex 1040 returns with K-1s.
- Partnership tax teams standardizing 1065 intake, preparation and review.
- Firms needing source-linked workpapers and exportable preparation evidence.
- Large accounting organizations requiring permissions and tax-software export.
Coverage
Integrations
Notable customers
Frequently asked questions
How much does Black Ore cost?
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Black Ore does not publish dollar pricing. Its automation scope is quoted, including 1040, 1065, K-1 and Enterprise work, and Enterprise is aimed at large firms preparing tens of thousands of returns.
How does Black Ore Tax Autopilot work?
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Firms upload source documents, and Tax Autopilot classifies and extracts them, applies preparation logic, creates workpapers and maps fields into tax software. Returns arrive ready for professional review with source links, flags and an activity trail.
How does Black Ore compare with Filed?
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Both products target professional tax preparation workflows that use existing tax software. Black Ore emphasizes 1040, 1065 and K-1 automation, while Filed is positioned around AI preparation and review for firm tax programs; Black Ore does not publish a comparable public price.
Which integrations does Black Ore support?
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Listed tax-software integrations include CCH Axcess Tax, CCH ProSystem fx, UltraTax CS, GoSystem Tax RS, Lacerte, ProSeries, ProConnect and Drake Tax. ATX is also named in Black Ore’s broader integration information.
Who should buy Black Ore?
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Black Ore is built for CPA and accounting firms handling high-volume or complex professional returns, including K-1-heavy 1040s and partnerships. It is not positioned as a self-serve filing product for individual taxpayers.
Is Black Ore secure and accurate?
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Black Ore states that it has SOC 2 Type II compliance, AES-256 encryption at rest, TLS 1.2 or higher in transit, US-based data centers, SSO, MFA and granular access controls. The company reports more than 99% extraction accuracy, but that figure is vendor-reported.
Sources
Facts and pricing verified on October 19, 2026. Vendors change pricing often, so confirm with Black Ore before buying. How we research
