# Bloomberg Tax for Small CPAs Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Bloomberg Tax for Small CPAs Software - reviews, pricing plans, popular comparisons to other Legal Research products and more.

Source: https://www.capterra.com/p/10036786/Bloomberg-Tax-for-Small-CPAs

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 Bloomberg Tax for Small CPAs Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on February 25, 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?

[Legal Research](https://www.capterra.com/legal-research-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$2200

Per User, Per Month

Free trial  
not available

Free version not included

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## 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, especially CPA firms, tax accountants, and tax attorneys. It is built for professional services organizations that handle tax work and need tools suited to very small practices.

Features and Usability

### What are the key features of Bloomberg Tax for Small CPAs?

Bloomberg Tax for Small CPAs offers AI Copilot, AI/Machine Learning, and Generative AI for assisted research, plus Query Suggestions, Search History, Search/Filter, and Self-Service Search for finding tax information. It also includes Tax Law Research, Case Law Research, Statutes Research, Case Alerts, 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 self-paced reference material for reviewing features and setup steps as needed.

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. Because no reviewer feedback on support is available, user experience details such as response speed, helpfulness, or common frustrations cannot be confirmed from the catalog data.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Software program that continuously adjusts its behavior based on observed data

Receive a notification when a case you are tracking is listed in court or new information about legislation is available

Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents

Assemble data from multiple sources

Use AI to generate content in the form of text, images, videos, etc.

See options for potential search queries within the system

See a list of all previously conducted search requests and search results

Search and filter data across systems to locate required information by entering keywords or certain criteria

Enables users to search, access, and retrieve information from the system's database without needing technical assistance or support

Discover, analyse and compare current and/or historic legislation and regulation for specific jurisdictions

Discover, analyse and compare current and/or historic legislation related to taxation for particular jurisdiction(s)

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## Pricing

Starting at

$2,200

Usage Based,

Connect with a Capterra advisor for a free 15-minute consultation

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## 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

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