Tech News: Bizora announces advisory group

Tax research solutions provider Bizora announced Bizora Advisory Group, touted as a second set of expert eyes on returns, backed by AI-powered research and citations. The new group provides review and backup support for tax professionals who are handling strategy in-house and want an experienced second reviewer for compliance signoff and less common strategies. Bizora clarified this is not a full outsourced tax practice, but a scoped, hours-based engagement built around a firm’s return volume and the specific situations where a second opinion matters. Engagements begin with a scoping conversation to confirm which package fits the firm’s current volume, then Bizora will set up the shared time log and the first review request. The service comes with a a review of completed returns and supporting P&L statements before filing; identification of missing items, inconsistencies or overlooked positions; second opinion and signoff on uncommon or higher risk strategies; and written memo summarizing findings, with citations to source authority. The work is performed only by credentialed CPAs and EAs but is not labeled as an accounting firm. 

In addition, Bizora announced its MCP tools now work with more AI applications, including Codex and Claude by adding support for the modern Model Context Protocol endpoint, replacing the deprecated Server-Sent Events endpoint. The company also updated its capabilities so AI agents can understand, configure and use Bizora’s MCP tools more easily. And for clients whose harness cannot send custom headers, the company added support for passing parameters via URL instead. There are also two new modes over MCP. Deep Tax Research is now available for questions that need more depth. Auto Routing lets Bizora pick between Fast Tax Research and Deep Tax Research automatically, based on the query someone sends. 

Finally, Bizora now builds structure around clients automatically. When a user uploads a document, Bizora creates an entity for the corresponding individual or business if one doesn’t already exist. If the entity is already there, the document links to it automatically.

From here forward, whenever the user selects an entity in chat or uploads more documents for it, Bizora pulls in previous document summaries and relevant chat memories to provide a more personalized response. It can also create and manage entities manually. Bizora added the ability to save an entire chat to the Vault directly from the left sidebar, and increased the file upload limit to 100 megabytes.