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Black Ore vs Filed: AI Tax Prep for CPA Firms

Last verified 2026-10-14. Only sourced facts are shown; unknowns are marked.

Short answer

Both automate return preparation from client documents. Black Ore is documented as running the full return lifecycle (ingestion, extraction, prep, workpapers, export) for CPA sign-off. Public detail on Filed comes mostly from its own blog. Neither publishes pricing, and neither publishes independently audited accuracy benchmarks, so pilot both on your own prior-year returns.

Black Ore Tax AutopilotFiled
CategoryTax prep automationTax prep automation
PricingQuote-based ("Request Pricing" for 1040, 1065 and K-1 automation); enterprise plan for high-volume firmsUnknown (not published)
Features
  • End-to-end autonomous return prep from client documents
  • Data extraction from W-2s, 1099s, K-1s, brokerage statements
  • Workpaper generation and export to tax software for CPA review
  • Vendor claims >99% extraction accuracy (not independently audited)
  • Pricing page lists 1040, 1065 and K-1 automation
  • Reads source documents and populates the return inside your tax software (Drake shown on site)
  • Cross-checks figures against source documents to flag transposed numbers and missing K-1s
  • Surfaces tax-planning strategies with estimated savings
  • SOC 2 Type II, IRS 7216 anonymization workflows, SSO/MFA, US data processing (vendor-stated)
  • Vendor states client data is never used to train shared models
Bench scorePendingPending
Sourcessource ↗source ↗

Bench test status

⏱
Hands-on bench test pending: we will run both tools on the same set of anonymized sample returns and publish accuracy and time results here.

How to decide

  1. Run a pilot on 10 of your own prior-year returns.
  2. Ask for SOC 2 reports and data-retention terms (see IRS Pub 4557).
  3. Confirm the tool integrates with the tax software you already file with.

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