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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Bizora serves as an AI-driven platform designed for tax and audit research, specifically catering to the needs of professionals in accounting and finance. This innovative tool adeptly addresses research inquiries by referencing primary sources, such as the Internal Revenue Code, Treasury Regulations, IRS guidance, and state tax regulations from all 50 U.S. states. For audit research, it incorporates standards and directives from key organizations like the PCAOB, AICPA, FASB, GASB, GAO, and various government contracting entities. Users have the flexibility to choose from different research modes—Fast, Standard, Web, or Deep—while also having the capability to analyze uploaded documents, scrutinize research methodologies, and compose research memos and client communications. Additionally, Bizora offers a tax research API and an MCP server, enabling software platforms and AI agents to seamlessly integrate tax research into their operational processes. This web application is primarily designed for CPAs, accounting firms, tax attorneys, in-house tax teams, audit professionals, and a broad range of finance users, ensuring that they have access to reliable and comprehensive tax research resources. In essence, Bizora streamlines the research process, making it more efficient and accessible for finance professionals.

Description

CPA Pilot serves as an innovative AI-driven tax planning assistant specifically designed for accounting professionals. Functioning as more than mere software, it acts as a virtual tax consultant, aiding CPAs, Enrolled Agents, and tax firms in automating research, optimizing workflows, and providing enhanced services to clients. With CPA Pilot, firms are able to: - Automate 1040 research and tax planning tasks, saving significant hours each week. - Boost both accuracy and compliance through AI-enhanced deduction identification and integration of IRS/state regulations. - Strengthen client relationships by utilizing automated, client-ready communications, insights, and forward-thinking tax strategies. - Expand their practice by facilitating quicker onboarding of new staff and alleviating the pressures of tax season. Regardless of whether you are an independent CPA, part of an expanding tax firm, or overseeing intricate client portfolios, CPA Pilot transforms tax preparation into a quicker, more intelligent, and less stressful process—allowing you to concentrate on providing advisory services instead of being bogged down by paperwork. This innovative tool ensures that professionals can deliver exceptional value to their clients while maintaining efficiency in their operations.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

ChatGPT Yes 
Claude Yes 
Model Context Protocol (MCP) Yes 
QuickBooks Online Yes 
Xero Yes 

Integrations

ChatGPT No 
Claude No 
Model Context Protocol (MCP) No 
QuickBooks Online No 
Xero No 

Pricing Details

$29.99/user/month
Essential is $29.99 per user per month; Pro is $69.99 per user per month; Pinnacle is $119.99 per user per month. API research is separately usage-priced: $0.24 per fast tax research request, $1.50 per deep tax research request, and $0.65 per audit research request. API credits are prepaid, with no monthly minimum or contract.
Free Trial Yes 
Free Version No 

Pricing Details

$19
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Bizora

Founded

2024

Country

United States

Website

www.bizora.ai/

Vendor Details

Company Name

CPA Pilot

Founded

2023

Country

United States

Website

www.cpapilot.com

Product Features

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Alternatives

Alternatives

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