Black Ore unveiled Tax Autopilot for Small Firms at Intuit Connect in Las Vegas on October 27, expanding a platform already used by the largest firms for three tax seasons, with per-return pricing, no minimum contract, and live deployment in under a day, delivering finished returns directly into Intuit ProConnect Tax and Lacerte.

Also announced Black Ore for Small Firms, a version tailored specifically for small and mid-sized accounting practices, designed to fit the needs of smaller firms.

The platform is designed to free up preparer time for advisory work, potentially increasing billable hours and capacity; for a 20-person firm, savings could translate into 4 to 7.5 additional full-time equivalents in capacity if each preparer saves 8–15 hours per week.

Industry context notes a looming talent gap in accounting, with rising undergraduate enrollment expected to gradually replenish capacity, while the next filing seasons will test firms’ ability to handle more complex returns through automation.

Founders and leadership include Eyal Shinar (CEO) and co-founder Pavel Kapovski, with a team from large tech and accounting firms, and the company plans to expand automation into wealth management, financial advisory and insurance beyond tax.

Tax Autopilot processes source documents, extracts data, applies tax logic, prepares returns, flags issues, and delivers review-ready outputs with sources linked; it currently supports W-2s, 1099s, K-1s and brokerage statements, with plans to add 1041 and 1065 modules and SOC 2 Type II security.

Since early 2026, Black Ore’s SMB/mid-market customer base has grown more than fivefold, addressing talent shortages by enabling automation for firms with limited resources.

Funding history includes a $60 million stealth round in 2023 led by a16z and Oak HC/FT, followed by Basis’s $100 million Series B in 2026, signaling strong investor interest in AI-enabled accounting tools, with no new Black Ore rounds announced.

Executive endorsements come from Eyal Shinar, highlighting accessibility and leveling the playing field for smaller firms, with Sean McLean of Elevate praising ease of setup and time savings for preparers.

Pricing is per return with no enterprise contracts or five-figure minimums, and firms can go live in under a day; each firm is assigned a named Black Ore specialist for support.

The platform enables autonomous tax return preparation for firms of any size, with the largest firms piloting it in production over three tax seasons; it ingests source documents, prepares returns, links figures to sources, and flags items needing attention while professionals retain final sign-off.

The offering integrates with Intuit ProConnect Tax and Intuit Lacerte, delivering completed returns directly into those systems, with migration support for ProConnect Tax users from both Intuit and Black Ore.