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AI tools for tax practices
"Unknown" means the vendor doesn't publish it or we haven't verified it yet. We never guess.
Black Ore Tax Autopilot
Quote-based ("Request Pricing" for 1040, 1065 and K-1 automation); enterprise plan for high-volume firms
Tax prep automation✓ Pricing verifiedBench test pending
Filed
Unknown (not published)
Tax prep automationBench test pending
Basis
Unknown (quote-based; demo request)
AI agents for firmsBench test pending
Juno
Flat rate per return (same price for a W-2 return or a partnership); rate drops with volume; exact rate shown via slider on pricing page. A r/taxpros user reported ~$40/return in a past season
Tax prep automation✓ Pricing verifiedBench test pending
TaxGPT
Plans: Pro, Pro Plus, Enterprise. Prices not published (book a demo). r/taxpros users report $1,600 paid upfront and ~$30/return for Agent Andrew review
Tax research✓ Pricing verifiedBench test pending
Blue J
Unknown (not published)
Tax researchBench test pending
Thomson Reuters CoCounsel
Unknown (not verified)
Tax researchBench test pending
Bizora
Unknown (not verified)
Tax researchBench test pending
Instead
Unknown (not verified)
Tax planningBench test pending
Aiwyn
Unknown (not verified)
Practice managementBench test pending
TaxDome
Essentials $800, Pro $1,000, Business $1,200 per seat/year (annual); from $700/seat/yr on a 3-year plan
Practice management✓ Pricing verifiedBench test pending
Karbon
Team $59/user/mo ($708/yr), Business $1,068/user/yr, Enterprise custom
Practice management✓ Pricing verifiedBench test pending
Canopy
Unknown (not verified)
Practice managementBench test pending
Financial Cents
Unknown (not verified)
Practice managementBench test pending
Double (formerly Keeper)
Core $10, Plus $25, Scale $50 per client/mo; demo required
Bookkeeping review✓ Pricing verifiedBench test pending
Dext
Unknown (not verified)
Document captureBench test pending
Intuit ProConnect
From $110/mo (per Rework; not independently verified)
Professional tax softwareBench test pending
OCTA Flow
Practice $1,200/mo (300 tasks, 15 users); Firm $2,500/mo (800 tasks, 30 users); 30-day trial
AI agents for firms✓ Pricing verifiedBench test pending
Digits
Unknown (not verified)
AI-native ledgerBench test pending
Fathom
From $65/mo for one entity
Advisory reporting✓ Pricing verifiedBench test pending
Clockwork
From $499/mo (single business, billed annually); firm plans from $799/mo
Advisory reporting✓ Pricing verifiedBench test pending
DataSnipper
Custom pricing
AuditBench test pending
MindBridge
Custom (quote)
AuditBench test pending
FloQast
Unknown (not published)
Month-end closeBench test pending
Numeric
Unknown (not verified)
Month-end closeBench test pending
Vic.ai
Unknown (not verified)
AP automationBench test pending
Docyt
Unknown (not verified)
Bookkeeping automationBench test pending
Kintsugi
Free monitoring tier; paid tiers unknown
Sales taxBench test pending
ChatGPT
Unknown (verify current plans on openai.com)
General AI assistantBench test pending
Claude
Unknown (verify current plans on anthropic.com)
General AI assistantBench test pending
The Friday Prep Brief
One email a week: new AI tax tools, pricing changes, and bench results. Five minutes, no hype.