Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Bizora serves as an AI-driven platform designed for tax and audit research, specifically catering to the needs of professionals in accounting and finance. This innovative tool adeptly addresses research inquiries by referencing primary sources, such as the Internal Revenue Code, Treasury Regulations, IRS guidance, and state tax regulations from all 50 U.S. states. For audit research, it incorporates standards and directives from key organizations like the PCAOB, AICPA, FASB, GASB, GAO, and various government contracting entities. Users have the flexibility to choose from different research modes—Fast, Standard, Web, or Deep—while also having the capability to analyze uploaded documents, scrutinize research methodologies, and compose research memos and client communications. Additionally, Bizora offers a tax research API and an MCP server, enabling software platforms and AI agents to seamlessly integrate tax research into their operational processes. This web application is primarily designed for CPAs, accounting firms, tax attorneys, in-house tax teams, audit professionals, and a broad range of finance users, ensuring that they have access to reliable and comprehensive tax research resources. In essence, Bizora streamlines the research process, making it more efficient and accessible for finance professionals.
Description
Versatile Retention offers a comprehensive solution for managing schedules and conducting research, empowering your organization with full oversight of its retention schedule. The Domestic subscription provides immediate access to more than 73,000 requirements related to U.S. federal and state records, relevant to various industries. For those needing broader coverage, the optional North American subscription includes upwards of 80,000 citations from the U.S., Canada, and Mexico. Furthermore, our International subscription expands this footprint to encompass 140 countries, boasting over 130,000 citations, making it the most extensive solution available. Our dedicated team consists of full-time professionals, including legal research specialists and licensed attorneys, who meticulously research legal citations. With any of our subscriptions, you will gain access to our vast databases for U.S., North American, or International research, which are enriched with jurisdiction-specific insights collected during consulting projects. This ensures your business remains compliant and well-informed.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ChatGPT
Yes
Claude
Yes
Model Context Protocol (MCP)
Yes
QuickBooks Online
Yes
Xero
Yes
Integrations
ChatGPT
No
Claude
No
Model Context Protocol (MCP)
No
QuickBooks Online
No
Xero
No
Pricing Details
$29.99/user/month
Essential is $29.99 per user per month; Pro is $69.99 per user per month; Pinnacle is $119.99 per user per month. API research is separately usage-priced: $0.24 per fast tax research request, $1.50 per deep tax research request, and $0.65 per audit research request. API credits are prepaid, with no monthly minimum or contract.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Bizora
Founded
2024
Country
United States
Website
www.bizora.ai/
Vendor Details
Company Name
Zasio Enterprises
Founded
1987
Country
United States
Website
www.zasio.com/versatile-retention/
Product Features
Product Features
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
No
Contract Management
No
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
Yes
Version Control
Yes