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Bizora's AI tax research assistant draws on a curated database of authoritative tax law sources for its core research, producing citation-rich answers linked directly to official materials such as IRC sections, Treasury Regulations, and rulings. Web Search mode can also retrieve current web sources for the latest legislative news and guidance. This allows users to independently verify results and rely on Bizora for audit-ready tax research and defensible positions.

Both. Bizora AI is a tax research platform. The AI Assistant is one of its core features, alongside the Vault for document management, Canvas for drafting memos and emails, and Deep Research mode for complex questions. You ask questions in the Assistant, upload files to the Vault, and draft in Canvas.

Bizora is built for tax firms looking to scale research and reduce time spent on compliance, audit and assurance teams researching GAAP, GASB, and PCAOB standards, private equity and venture capital firms handling tax-sensitive M&A transactions, in-house tax teams seeking faster, more accurate tax research, and software platforms looking to embed AI tax research capabilities via API.

Yes, we offer a 7-day free trial with no credit card required. Explore all features before committing to a paid plan.

Bizora offers three pricing plans for its AI tax and audit research assistant: Essential ($29.99/month), Pro ($69.99/month), and Pinnacle ($119.99/month). All plans are billed per user, per month, and include unlimited access to the AI assistant for Standard Research questions. Higher tiers include deeper research capabilities, Web Search, document analysis, and Vault runs, and Pro and Pinnacle include Audit Research.

Yes. You can switch plans anytime. When you upgrade, the change takes effect immediately, and your usage limits update right away.

Yes. You can cancel your subscription at any point before your next billing cycle. Your access will remain active until the period ends.

Yes. We offer demos for tax firms, audit and assurance teams, VC/PE firms, financial advisors, legal and tech teams needing AI tax assistant integrations, and law firms.

Yes. Bizora AI works as a standalone platform, so nothing needs to be replaced or migrated. Many firms use it next to their existing research subscription.

Standard Research gives you quick, citation-based answers, perfect for when you just need to confirm a code section or regulation. Deep Research goes several layers deeper. It breaks complex questions into steps, reviews multiple authorities, and builds a comprehensive, reasoning answer just like a senior tax advisor would. Standard Research is for quick, cited answers; Deep Research is for full analysis.

Deep Research mode is built for complex questions. Bizora breaks your question into parts, reviews multiple authorities independently, and puts together a full analysis with citations from each step. Work that used to take hours of manual research comes back in minutes.

The Vault is a secure document workspace inside Bizora. Upload tax returns, K-1s, memos, engagement letters, or any client file. Then summarize documents, extract key data, flag differences across filings, or draft memos, all grounded in the actual uploaded documents. You can attach Vault files directly in the AI Assistant for document-specific answers.

Word documents, PDFs, Excel files, JPG and PNG images, CSV files, and DOCX files. You can drag and drop files directly into the AI Assistant chat or upload them to The Vault.

Yes. Bizora can review Form 1040, 1120, and 1065 returns through The Vault and the AI Assistant. Upload a return to The Vault, then ask Bizora to flag potential issues, identify missed deductions or credits, check for consistency across schedules, or surface areas that may need closer review. It grounds every response in the actual return you uploaded, not general guidance.

Yes. With Canvas, you can draft professional tax research memos directly inside Bizora. Research a question, get citation-backed findings, and write the memo without switching tools. Your conclusions stay tied to the sources that support them, making it easier to produce client-ready work product in less time.

Bizora's AI tax and audit research assistant helps professionals answer complex tax questions with authoritative citations; answer audit, accounting, and compliance questions cited to PCAOB, GASB, AICPA, and other standards; interpret IRS Code, PLRs, Treasury Regulations, and case law; support federal, state, and international tax compliance; translate complex tax language into plain English; save hours on income tax filing, transaction planning, and M&A analysis; and extract, review, and analyze client documents to surface tax issues and advisory insights.

Yes. Bizora is designed for exactly this. Rather than providing generic summaries, it helps professionals analyze authority, apply facts to specific scenarios, and develop defensible conclusions suitable for client memos, internal review, and high-stakes decision-making.

Bizora is an AI tax research tool that supports deep corporate tax planning including entity structuring, asset transfers, international compliance, and IRS code interpretation. It's built for law firms, CPA practices, and in-house tax departments working through complex corporate scenarios.

Yes. It handles estate tax scenarios, capital gains analysis, and step-up in basis calculations, with citations to primary sources for audit-readiness.

Bizora doesn't generate an audit risk score. What it does is produce citation-backed, audit-ready research grounded in authoritative primary sources. By supporting defensible positions using current IRS code sections, Treasury Regulations, rulings, and case law, it helps firms prepare work that can withstand scrutiny.

Bizora's AI tax research assistant is trained exclusively on authoritative tax law sources and produces citation-rich answers linked directly to official materials such as IRS code sections, Treasury Regulations, and rulings. This allows users to independently verify results and rely on Bizora for audit-ready tax research and defensible positions.

Bizora sources every answer from primary tax authorities, including the IRC, Treasury Regulations, IRS rulings, and case law. Citations are automatically included for full transparency.

Bizora's AI tax research assistant covers all 50 U.S. states and U.S. federal tax law, select treaty-partner countries, and OECD and EU VAT frameworks. Coverage expands monthly based on user needs, ensuring Bizora remains a reliable tax research AI as domestic and international tax requirements evolve.

Bizora is trained exclusively on primary source tax law, including the Internal Revenue Code, Treasury Regulations, IRS rulings and guidance, state tax authority publications, and select international tax codes.

Yes. As of 2026, Bizora covers sales and use tax and property tax in all 50 US states, in addition to existing state income tax coverage.

Yes. Bizora's state income tax coverage includes all 50 US states plus US territories.

Yes. Bizora covers IRS private letter rulings, technical advice memorandums, Chief Counsel advice, field attorney advice, and other IRS written determinations, alongside revenue rulings and revenue procedures.

Yes. Bizora covers Tax Court cases and IRS actions on decision, as well as signed income tax treaties, treaty protocols, technical explanations, and US ratification instruments.

Yes. Bizora covers select international tax codes including Canada, India, the Netherlands, and Singapore, along with OECD Pillar Two and transfer pricing guidance.

Bizora reviews and updates its underlying knowledge base on a regular cadence to stay aligned with current law and IRS positions.

Audit Research covers accounting, auditing, and compliance standards: PCAOB, AICPA, GASB, the GAO Yellow Book, FAR and DFARS, and more. It's separate from tax research. Ask a question and Bizora routes it automatically and cites the exact standard, section, and paragraph. No new product to learn.

On the web app, Audit Research is included with Pro and Pinnacle. Through the API and MCP server, it's billed separately at $0.65 per query, with no code changes needed since routing to Audit Research happens automatically.

Bizora Audit Research is trained on authoritative primary-source accounting and auditing content, including FASB codification, PCAOB standards, SEC rules, AICPA professional standards, and federal government accounting guidance. Bizora also incorporates curated guidance from trusted standard-setting bodies and regularly reviews and updates its research library.

Bizora Audit Research covers the core body of US accounting standards, including the full FASB Accounting Standards Codification, FASB Accounting Standards Updates, superseded FASB standards, and GASB governmental accounting standards.

Bizora Audit Research covers SEC rules and reporting guidance, including Regulation S-X, Regulation S-K, Regulation G, Staff Accounting Bulletins, and the SEC Financial Reporting Manual, along with PCAOB standards, related rules, staff guidance, inspections, publications, and rulemaking.

Yes. Bizora Audit Research covers single audits under the Uniform Guidance, along with GAO's Yellow Book, Green Book, and Red Book, GASB codification, and federal financial management guidance used in government and nonprofit engagements.

Bizora Audit Research covers the acquisition regulations and contract audit guidance used in government contracting audits, including the Federal Acquisition Regulation (FAR), Defense Federal Acquisition Regulation Supplement (DFARS), Cost Accounting Standards, DCAA Contract Audit Manual, DCAA audit guidance memoranda, FAR cost principles, and DCAA audit programs.

Yes. Bizora Audit Research covers ERISA reporting and disclosure rules (29 CFR Part 2520) and DOL and EBSA guidance, including opinion letters, Field Assistance Bulletins, regulations, and publications used in employee benefit plan audits.

Yes. Bizora Audit Research covers international standard-setting bodies and frameworks including the IFRS Foundation, IAASB International Standards on Auditing, IESBA Code of Ethics, ISSB, IAESB, IPSASB, and EFRAG.

Yes. Bizora is an approved connector in the Claude connector directory and is listed in the ChatGPT app directory, so firms can run Bizora research inside either assistant.

Yes. Bizora connects directly to QuickBooks and Xero, letting you pull financial data into the platform without manual downloads or reformatting. This creates a connected workflow between your accounting data and tax research.

API and MCP server usage is billed per request from prepaid credits at platform.bizora.ai: $0.24 for Fast Tax Research, $1.50 for Deep Tax Research, and $0.65 for Audit Research. There is no monthly minimum or contract, and usage is separate from platform subscriptions. For volume or enterprise arrangements, contact admin@bizora.ai.

Yes. The white-label API lets firms embed Bizora into client-facing dashboards, internal workflow software, research tools, and document processing pipelines.

Yes. Platforms can embed Bizora's research engine through an OpenAI-compatible API and MCP server, with white-label options, the same way Truss powers tax research in Max AI.

Custom workflows are tailored automation solutions built specifically for your firm's processes. This includes integrations with your existing software, automated document processing, and custom reporting dashboards.

Implementation timelines vary based on complexity, but most custom workflows are delivered within 2-4 weeks. We'll provide a detailed timeline during your consultation call.

Bizora is actively working towards SOC 2 Security audit readiness. The program covers security policies, risk management, vendor oversight, and control implementation and testing. To learn about current progress, contact admin@bizora.ai.

Customer data is encrypted in transit using current TLS protocols and at rest using AES 256 or equivalent controls. These protections also apply to OAuth tokens and other sensitive credential material, and encryption is implemented across storage systems, backups, and communication channels.

Yes. Bizora supports SAML based Single Sign On with Microsoft Entra ID through Auth0. Organizations requiring SSO can enable it during onboarding.

No. Bizora does not sell customer data or use it for advertising, marketing, or resale, and applies appropriate safeguards when third-party providers process customer data on its behalf.

Yes. Customers control the documents they store in Bizora and may delete them at any time. Upon deletion, customer data is removed from active production systems, and residual encrypted copies may remain in access restricted backups until the applicable backup retention period expires.

Depending on where you live, you may have rights to access, correct, delete, or export your information, and to opt out of marketing communications. To make a request, email adam@bizora.ai with the subject line “Privacy Request.”

Contact admin@bizora.ai for security questionnaires, vendor assessments, responsible disclosures, or additional supporting documentation. Sensitive security documentation may be provided subject to appropriate confidentiality protections.

The Bizora Tax Advisory Group is a white-labeled tax return review and advisory retainer for CPA and tax firms. A credentialed tax professional reviews and signs off on research, positions, and memos, and gives second opinions on less common strategies, backed by Bizora's citation-backed research.

No. It is a scoped, hours-based review engagement sized to your return volume and higher-stakes situations. Your team keeps the client relationship and the strategy work; we act as an experienced second reviewer.

Review requests are handled asynchronously, with a standard 48-hour turnaround.

The retainer is a monthly package of hours, scoped to your volume on a short call. Hours are logged against each request so you can see your usage, hours beyond the package are billed at an agreed overage rate, and package changes take effect at the start of the next billing cycle.

Bizora Impact is Bizora's pro-bono access program. Bizora donates access to its AI tax research platform, with training, to VITA (Volunteer Income Tax Assistance) programs and community tax assistance programs that provide free tax help to low-income earners and underserved communities.

VITA programs, nonprofit tax clinics, community tax assistance coordinators, and university accounting programs that run volunteer tax assistance. Email admin@bizora.ai to start a conversation.

No. Bizora donates platform access and training to partner programs at no cost.

Bizora works with the Information Technology Alliance as a Showcase Technology Partner, with Truss to power tax research in its Max AI assistant, with state CPA and enrolled agent societies including CalCPA, NYSSEA, PSTAP, MassCPAs, and TXSEA, and with universities through the Bizora Impact program. Bizora is also listed in the Claude connector directory and the ChatGPT app directory.

Our team is available to assist all users, regardless of plan level. You can reach us by email at admin@bizora.ai, call +1 (949) 385-1655, or join us on Slack for help with setup, product questions, and ongoing support.

Bizora AI Inc., 530 Technology Dr, Suite 100, Irvine, CA 92618 USA.