AI tax research for mid-size and large firms

Firms of that size need research that a reviewer can check, works across tax and audit, and fits how teams already work. Bizora gives every answer a citation to primary authority and a View Steps reasoning trail, covers federal, all 50 states and international questions, includes Audit Research on Pro and Pinnacle, and runs in its own web app and inside Claude and ChatGPT.

Yes. Plans are billed per user, so you can start with one team or practice area and add seats as you go. The Pinnacle plan includes priority support, a dedicated channel, team training and personalized onboarding. For firm-wide or volume arrangements, contact admin@bizora.ai.

Yes. Bizora's free Firm AI Usage Guidelines give you a written framework covering how to classify AI use, which tool tiers suit client work, IRC §7216 consent and vendor governance questions. Review it with counsel, complete the firm-specific fields and circulate it to staff.

Every answer cites the IRC section, regulation, ruling or case behind it, and View Steps shows which sources Bizora used and how they lead to the conclusion. Reviewers can trace each position to its source and keep the trail with the workpapers for internal review and Circular 230 documentation.

Yes. Audit Research answers accounting and audit questions with citations to the exact standard, including FASB ASC, PCAOB, AICPA, GASB, the GAO Yellow Book and Uniform Guidance. It is included with the Pro and Pinnacle plans, on the same login as tax research.

Yes. The Bizora Advisory Group is a monthly review retainer in which a credentialed tax professional reviews returns, positions and memos before they go out and delivers cited findings under your firm's name.

Yes. Bizora is an approved connector in the Claude Connector Directory and an app in the ChatGPT App Directory, so firms already using those assistants get the same cited research inside them. The free Bizora Skills turn common workflows into ready-to-use Claude skills.

Yes. The OpenAI-compatible API and MCP server let firms embed Bizora's research and document analysis in internal tools and client-facing dashboards, including as a white-label solution. Most custom workflows are delivered within two to four weeks.

Client data is encrypted at rest and in transit, and Bizora's SOC 2 audit readiness is underway. See the security page for details on access controls and data handling.