Review
Return review
Upload a Form 1040, 1120 or 1065 and flag potential issues, missed deductions or credits, and inconsistencies across schedules.
Vault · AI tax document analysis
AI tax document analysis, cited to the page
The Bizora Vault is an AI document analysis workspace for tax and audit professionals. Upload returns, K-1s, IRS notices and deal documents, then ask questions about the files themselves and get answers tied back to the page and to primary tax authority.
Included on every plan. New to Bizora? 7-day free trial, no credit card required.
6 file types
PDF, Word, Excel, CSV, JPG and PNG
1040 · 1120 · 1065
Return review with flagged issues
Every plan
From $29.99 per user per month
QuickBooks + Xero
Client financial data, connected
What firms put in the Vault
- Tax returns
- K-1s
- IRS notices
- Engagement letters
- Contracts
- Financial statements
- Workpapers
- Prior memos
What the Vault does
Every answer grounded in the document itself
The Vault reads a file the way a reviewer would, then connects what it finds to the Code, the regulations and the rulings behind it.
Compare
Differences across filings
Put several years or several entities in one project and ask what changed, what tied out and what didn't.
Extract
Tables of key data
Turn documents into a table: each column asks one question of every file, with a short answer, a longer explanation and the sources behind each cell.
Deals
Tax-sensitive language
Add deal documents, rulings and prior memos. Bizora scans for tax-sensitive clauses and links each one to the Code sections and rulings that apply.
Projects
Ask across every file
Group files into a project, attach it to a question, and get one answer that draws on all of them.
Data
QuickBooks and Xero
Bring client financial data in directly and analyze it alongside the documents and the research.
How it works
From upload to client-ready in four steps
- STEP 1
Upload and organize
Drag files into the Vault or straight into a chat, and group them into a project for the client or deal.
- STEP 2
Ask about the documents
Ask in plain language. Bizora reads the files and the authority behind them together.
- STEP 3
Check the reasoning
Each flag cites the page it came from and the rule it relies on. View Steps shows how Bizora got there.
- STEP 4
Draft in Canvas
Turn the findings into a memo or client email in Canvas, with the citations carried over.
Built for real files
Where the Vault earns its keep
Busy season review
Second-look a prepared return before it goes out. Tie K-1s to the return, compare against last year and catch the carryforward that disappeared.
Transactions and M&A
Read purchase agreements and deal documents for tax-sensitive clauses, then map each one to the elections and authority that apply.
Notices and audit work
Tie an IRS notice back to the filed return, or ask questions grounded in engagement letters and prior-year workpapers with Audit Research.
Plans and security
The Vault is on every plan
Start with Essential, or go unlimited on Pro and Pinnacle.
Essential
$29.99
/ user / month
Vault access with 2 document uploads a day
Pro
$69.99
/ user / month
Unlimited document uploads, plus Audit Research
Pinnacle
$119.99
/ user / month
Everything in Pro, plus early access to new Vault workflows
Encrypted at rest and in transit
Client documents are protected throughout.
SOC 2 audit readiness underway
Independent review of our security controls.
Your files, your projects
Organized by client or deal, ready when you need them.
AI tax document analysis FAQs
More on reviewing client files: get the free Form 1040 Reviewer and K1 Tie Out skills, or read about our security practices.
Put your next client file in the Vault.
Upload a return or a notice and see the cited answer for yourself. 7-day free trial, no credit card required.