AI TOOL PROFILE
Bizora AI Tax Research Platform
- Finance and Accounting
- Tax Software
- CPA firms
- Tax attorneys
- In-house tax departments
- Private equity and venture capital firms
- Financial advisors
Pricing
Plans are billed per user per month: Essential at $29.99, Pro at $69.99, and Enterprise at $119.99. A 7-day free trial is available.
At a glance
- Best for
- CPA firms, Tax attorneys, In-house tax departments, Private equity and venture capital firms, Financial advisors
- Key use cases
- M&A Tax Workflow Support, Drafting Research Memos, Client Document Review, State and Local Tax (SALT) Research, Estate and Capital Gains Planning
- Integrations
- QuickBooks, Xero
- Official website
- Visit Bizora official website
How AI is used
Bizora is an AI-powered research tool designed for tax professionals who require answers grounded in primary authorities such as the Internal Revenue Code, Treasury Regulations, and case law. The platform provide citations to official materials to help users verify results and support defensible tax positions.
The software is designed for CPA practices, tax attorneys, in-house tax teams, and private equity or venture capital firms. It supports a range of research needs from quick factual queries to multi-step analysis of federal, state, and international tax questions.
Beyond research, the platform includes tools for document management and drafting. Users can upload client files for analysis and generate structured memos or emails within the workspace. It is designed to support specialized scenarios such as R&D credits, state nexus analysis, and cross-border reorganizations.
Buyers should confirm usage limits, as the Essential plan has daily limits on deep research, web-search, and document-specific questions.
Key Features
Citation-Backed Answers
Provides responses linked directly to primary tax authorities, including IRC sections and Treasury Regulations.
Deep Research Mode
A multi-step analysis tool that breaks complex questions into parts and reviews multiple authorities.
The Vault
A secure document workspace for uploading and analyzing tax returns, K-1s, and other client files.
Canvas
An integrated drafting tool for creating research memos and client emails based on research findings.
International and SALT Coverage
Supports research across all 50 U.S. states and international frameworks including EU VAT and OECD guidelines.
White-label API
Allows firms to embed AI tax research and document parsing capabilities into their own applications.
Use Cases
M&A Tax Workflow Support
Supports the analysis of taxable acquisitions, including §338(h)(10) elections and purchase price allocations.
Drafting Research Memos
Turning technical tax research into structured internal memos or client-ready letters using the Canvas tool.
Client Document Review
Uploading tax returns or contracts to The Vault to extract key provisions or flag consistency issues.
State and Local Tax (SALT) Research
Finding guidance on nexus and apportionment rules across U.S. jurisdictions.
Estate and Capital Gains Planning
Analyzing estate tax scenarios and step-up in basis calculations with primary source citations.
Integrations
- QuickBooks
- Xero
FAQ
What is the difference between Regular Search and Deep Research in Bizora?
- Regular Search provides quick, citation-based answers for confirming code sections. Deep Research breaks complex questions into steps and reviews multiple authorities for a full analysis.
Does Bizora support state and international tax laws?
- Yes, it covers all 50 U.S. states, U.S. federal tax law, select treaty-partner countries, and OECD and EU VAT frameworks.
What are the pricing tiers for Bizora?
- Bizora offers three tiers billed per user per month: Essential ($29.99), Pro ($69.99), and Enterprise ($119.99), with a 7-day free trial available.
Can Bizora analyze specific client documents?
- Yes, users can upload files like tax returns, K-1s, and contracts to The Vault to summarize documents, extract data, or flag differences across filings.
Source category: Finance & Accounting
Source subcategory: Tax Software
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