--- title: "Bloomberg Tax for Small CPAs Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Bloomberg Tax for Small CPAs Software - reviews, pricing plans, popular comparisons to other Tax Preparation products and more." source_url: "https://www.capterra.com/p/10036786/Bloomberg-Tax-for-Small-CPAs/" page_type: "product" language: "en" --- # Bloomberg Tax for Small CPAs Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 11, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Bloomberg Tax for Small CPAs ## What is Bloomberg Tax for Small CPAs? Bloomberg Tax for Small CPAs delivers AI-powered tools, up-to-the-minute tax developments, and trusted expert analysis tailored for CPA firms with fewer than 10 employees. Designed to simplify workflows and enhance expertise at a cost-effective price, Bloomberg Tax for Small CPAs includes the award-winning AI Assistant, which provides expert answers to complex tax questions, backed by our trusted library of content. Users gain unrestricted access to primary source materials, including Internal Revenue Code versions dating back to 1913, tax legislation, revenue rulings, and more. Bloomberg Tax for Small CPAs empowers professionals to speed up the repetitive, deliver exceptional client service, and focus on high-value advisory work. Experience unmatched value and efficiency with Bloomberg Tax for Small CPAs. ## What is Bloomberg Tax for Small CPAs used for? [Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Legal Research](https://www.capterra.com/legal-research-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2200 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Bloomberg Tax for Small CPAs?[Manage this product listing](https://www.g2.com/products/bloomberg-tax-for-small-cpas/claim_requests/new?auto=true) ## FAQs about Bloomberg Tax for Small CPAs Overview ### What company size and specific industries is Bloomberg Tax for Small CPAs built for? Bloomberg Tax for Small CPAs is designed for solo practitioners and small firms with fewer than 10 employees, including CPA firms, tax accountants, and tax attorneys. It targets professional services practices that need tax support in a small-office setting rather than larger accounting organizations. Features and Usability ### What are the key features of Bloomberg Tax for Small CPAs? Bloomberg Tax for Small CPAs includes AI Copilot, AI/Machine Learning, and Generative AI for search support, plus Case Alerts, Query Suggestions, Search History, and Search/Filter for research workflows. It also offers Case Law Research, Statutes Research, Tax Law Research, Self-Service Search, and Data Aggregation and Publishing. Getting Started and Support ### What training and onboarding options does Bloomberg Tax for Small CPAs offer? Bloomberg Tax for Small CPAs provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does Bloomberg Tax for Small CPAs offer? Bloomberg Tax for Small CPAs provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. With no reviewer feedback available on support experience, no claims can be made about response speed, helpfulness, or common frustrations. The listed channels define the available support options. ## Features AI summary Based on 67 Tax Preparation reviews Capterra reviewers point to these as the top priorities when evaluating legal research software: - **Case Law Research** (**100%** of reviewers rated this feature as critical) - **Search/Filter** (**59%**) - **Self-Service Search** (**34%**) Bloomberg Tax for Small CPAs supports all three features that reviewers rate most highly: **Case Law Research**, **Search/Filter**, and **Self-Service Search**. Together, these capabilities give teams a reliable way to find relevant precedents, narrow results quickly, and complete research independently, helping businesses make faster legal decisions with greater confidence. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Case Alerts Receive a notification when a case you are tracking is listed in court or new information about legislation is available Case Law Research Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents Data Aggregation and Publishing Assemble data from multiple sources Generative AI Use AI to generate content in the form of text, images, videos, etc. Bloomberg Tax for Small CPAs 12 features ### All Features - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Case Alerts: Receive a notification when a case you are tracking is listed in court or new information about legislation is available - Case Law Research: Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents - Data Aggregation and Publishing: Assemble data from multiple sources - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Query Suggestions: See options for potential search queries within the system - Search History: See a list of all previously conducted search requests and search results - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self-Service Search: Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support - Statutes Research: Discover, analyse and compare current and/or historic legislation and regulation for specific jurisdictions - Tax Law Research: Discover, analyse and compare current and/or historic legislation related to taxation for particular jurisdiction(s) --- Get Advice We can help you find the software with the features you need. ## Pricing Starting at $2,200 Usage Based, Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.