Bizora AI - Product screenshot

Overview

Bizora AI functions as an advanced tax research platform designed to assist tax professionals with complex Federal, Cross-Border, and State and Local Tax (SALT) questions. The platform provides citation-backed answers, directly referencing primary sources such as the IRC, Treasury Regulations, IRS rulings, and relevant case law. For audit-related inquiries, Bizora AI cites specific standards like PCAOB, GASB, and AICPA, ensuring comprehensive coverage for both tax and audit work within a single integrated environment.

Users can leverage Bizora AI for in-depth analysis, particularly for opinion-level research and scenarios requiring defensible positions. A "View Steps" feature allows users to trace the AI's reasoning path, detailing the sources used and how conclusions were reached. The platform also offers structured workflows tailored for M&A transactions and other complex deals, providing compliance checklists and strategic insights to guide teams through various stages. Additionally, Bizora AI includes "The Vault," a document parsing and analysis tool that enables users to upload various file types (Word, PDF, Excel, images) to extract relevant tax provisions, financial data, and compliance details, facilitating document summarization, comparison, and data extraction. This functionality extends to drafting client memos and emails directly within the platform, streamlining the workflow from research to client communication. Its global coverage spans multiple jurisdictions, including the US, Canada, UK, and others, alongside OECD tax frameworks.

Key features

  • Citation-backed AI answers
  • Covers Federal, Cross-Border, and SALT tax questions
  • Audit research with standard citations (PCAOB, GASB, AICPA)
  • "View Steps" feature for reasoning path
  • Structured workflows for M&A and complex deals
  • Automated document parsing and analysis (The Vault)
  • Draft memos and client emails within the platform
  • Global tax coverage across multiple jurisdictions

Who uses it

Tax professionals, including Solo CPAs, small firms, CPA firms, and tax advisors, who handle complex Federal, Cross-Border, and State and Local Tax (SALT) questions.

Pros

  • Provides answers backed by primary legal and tax sources.
  • Handles complex Federal, Cross-Border, and State and Local Tax (SALT) questions.
  • Includes audit research capabilities with specific standard citations.
  • Offers structured workflows for M&A and other intricate tax scenarios.
  • Allows automated parsing and analysis of various client documents.

Cons

  • Requires users to verify answers before relying on them, adding a manual step.
  • Primarily designed for complex tax questions, potentially overkill for simpler inquiries.
  • Specific pricing tiers and features for paid plans are not transparently listed on the website.

Our take

Bizora AI offers a robust solution for tax and audit professionals seeking to streamline complex research tasks. Its ability to provide source-backed answers and integrate document analysis can significantly enhance efficiency in tax planning and compliance.

Pricing plans

Essential

$29.99/mo

  • Unlimited access to the AI Assistant for normal questions.
  • Two deep research Question per day in the AI Assistant.
  • Two web-search Question per day in the AI assistant.
  • Two fast-search questions per day in the AI Assistant.
  • Two document upload per day.
  • Two memo or email writer question per day in the AI Assistant.
  • Unlimited access to the Vault.

Pro

$69.99/mo

  • Unlimited access to the AI Assistant for normal questions.
  • Unlimited access to the AI Assistant for deep research questions.
  • Unlimited access to the AI Assistant for web-search questions.
  • Unlimited access to the AI Assistant for fast-search questions.
  • Unlimited access to the AI Assistant for audit research questions.
  • Unlimited document uploads.
  • Unlimited access to the AI Assistant for memo and email writer questions.
  • Unlimited access to the Vault.

Pinnacle

$119.99/mo

  • Unlimited access to the AI Assistant for normal, deep research, web search, fast research, and document questions
  • Unlimited access to the AI Assistant for audit research questions.
  • Unlimited access to the Vault
  • Priority SLA response and dedicated support channel
  • Early access to beta features and upcoming Vault workflows
  • Optional quarterly strategy reviews to align Bizora with firm goals
  • Team training with personalized onboarding

Pricing details are provided for reference and may differ from the vendor's current plans.

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