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Basis vs Black Ore: Which AI Fits Your Tax Practice?

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

Short answer

Black Ore is a focused tax-prep pipeline. Basis positions itself as AI agents across tax, bookkeeping, and client work that learn firm-specific workflows. Pick Black Ore if return volume is the bottleneck and Basis if you want AI across the whole practice. Neither publishes pricing.

BasisBlack Ore Tax Autopilot
CategoryAI agents for firmsTax prep automation
PricingUnknown (quote-based; demo request)Quote-based ("Request Pricing" for 1040, 1065 and K-1 automation); enterprise plan for high-volume firms
Features
  • Agents for tax: intake to review-ready workpapers
  • CAS month-end close, audit testing, corporate accounting
  • "Basis for Small Firms" offering
  • Customer quote: returns with 60–70+ K-1s dropping from 100+ prep hours to 15–20 (Boulay)
  • 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
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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