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Bloomberg Tax

pro.bloombergtax.com

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Spec score 8.3 #2 of 27 in Tax Planning Software

What it is

Bloomberg Tax is a web-based suite of tax research and software tools for tax professionals, corporate teams, accounting firms, government, and advisory firms. Its products include Provision, Workpapers, Fixed Assets, Research, and other tax tools. Bloomberg Tax Research brings together tax news, expert analysis, and primary-source links, with updates across federal, state, and international tax topics. Bloomberg Tax Answers generates AI responses from Bloomberg Tax content and links to referenced material. Workpapers can automate roll forwards, transform data, track cell-level changes, and support sign-off through multilevel approvals. It integrates with Provision, Fixed Assets, and Research, supports Excel exports, and can pull and transform ERP and general ledger data through secure file transfer protocols. Fixed Assets is a cloud-based subledger that calculates depreciation using current tax laws. Bloomberg Tax advertises 24/7 help desk support and implementation and integration help through certified partners and its professional services team. Pricing is on request: prospective customers are directed to contact sales for selected products.

Spec sheet

What it does
Bloomberg Tax combines tax research, calculations, fixed-asset management, provision reporting and AI-assisted workflows for tax professionals.Read 15 Oct 2026 · pro.bloombergtax.com
Intended users
The site describes its tools for tax professionals, corporate teams, accounting firms, government, and advisory firms.Read 3 Oct 2026 · pro.bloombergtax.com
Integrations
Workpapers integrates with Bloomberg Tax Provision, Fixed Assets, and Research, and supports exporting to Excel.Read 3 Oct 2026 · pro.bloombergtax.com
Support
Software support is offered Monday through Friday by phone and product-specific email, while Research support includes regional phone numbers and [email protected].Read 15 Oct 2026 · pro.bloombergtax.com
License
The Bloomberg Tax license grants a limited, non-exclusive, non-transferable right to use specified software and documentation; it is proprietary rather than open source.Read 15 Oct 2026 · assets.bbhub.io
Headquarters
Arlington, Virginia, United StatesRead 28 Sep 2026 · pro.bloombergtax.com
Founded
1929Read 28 Sep 2026 · pro.bloombergtax.com
AI capabilities
Bloomberg says its AI tools answer tax questions with linked citations and automate repetitive tax-data and calculation work.Read 15 Oct 2026 · pro.bloombergtax.com
AI research
Bloomberg Tax Answers provides AI-generated responses based on Bloomberg Tax content and links to the source material referenced.Read 3 Oct 2026 · pro.bloombergtax.com
API documentation
Bloomberg Developer provides API references, endpoint schemas, sample code, tutorials, security guidance and usage limits for registered clients.Read 15 Oct 2026 · developer.bloomberg.com
API security
Bloomberg Web APIs use HTTPS, REST, JWT credentials, OAuth2/OpenID Connect flows and registered-IP allowlists.Read 15 Oct 2026 · console.bloomberg.com
Change controls
Workpapers records cell-level edits and supports multilevel sign-off trails for audit and SOX-control purposes.Read 15 Oct 2026 · pro.bloombergtax.com
Company founding and size
LinkedIn lists the company as founded in 1929 with 1,001–5,000 employees.Read 15 Oct 2026 · linkedin.com
Company headquarters
LinkedIn lists headquarters at Arlington, Virginia.Read 15 Oct 2026 · linkedin.com
Company legal name
Crunchbase identifies the maker as Bloomberg Industry Group, Inc.Read 15 Oct 2026 · crunchbase.com
Corporate Tax Analyzer
Corporate Tax Analyzer automates corporate-income-tax calculations, analysis, law updates and reporting in a centralized system.Read 15 Oct 2026 · pro.bloombergtax.com
Data Connect
Workpapers Data Connect pulls and transforms ERP or general-ledger data through secure file transfer into calculation workbooks.Read 15 Oct 2026 · pro.bloombergtax.com
Data connections
Workpapers can use secure file transfer protocols to pull and transform ERP and general ledger data.Read 3 Oct 2026 · pro.bloombergtax.com
Desktop installation
Income Tax Planner documentation supports installation on local drives, mapped or UNC network paths, Remote Desktop and Citrix.Read 15 Oct 2026 · data.bloomberglp.com
Fixed Assets
Fixed Assets is a cloud subledger that calculates depreciation under current tax law, protects closed periods and supports scenario modeling.Read 15 Oct 2026 · pro.bloombergtax.com
Limit: cost and fit
A G2 reviewer described the fixed-assets product as expensive and unsuitable for small businesses, while another said larger companies may need more advanced software.Read 15 Oct 2026 · g2.com
Limit: performance and usability
G2 reviewers report slow loading or freezing, cumbersome report options, limited search fields and awkward multi-user behavior.Read 15 Oct 2026 · g2.com
Limit: reporting usability
A Gartner reviewer said reporting customization is time-consuming and the formatting tools are weak compared with competitors.Read 15 Oct 2026 · gartner.com
News: office closure and layoffs
Axios reported on November 13, 2023 that Bloomberg Industry Group planned to close its K Street office and had laid off at least 14 employees.Read 15 Oct 2026 · axios.com
Onboarding
Bloomberg Tax offers implementation and integration help through certified partners and its professional services team.Read 3 Oct 2026 · pro.bloombergtax.com
Ownership
Bloomberg Industry Group’s fact sheet identifies Bloomberg as owner and Josh Eastright as CEO.Read 15 Oct 2026 · assets.bbhub.io
Praise: fixed-asset tracking
G2 reviewers praise centralized fixed-asset records, depreciation calculations, configurable books and reporting for audit support.Read 15 Oct 2026 · g2.com
Praise: research reliability
A Gartner reviewer praised the detailed, reliable information, time saved checking tax rules and having research, updates and guidance together.Read 15 Oct 2026 · gartner.com
Pricing
The pricing page directs prospective customers to contact sales and request pricing for selected products.Read 3 Oct 2026 · pro.bloombergtax.com
Pricing model
The official pricing page requires a sales contact and does not publish numeric prices.Read 15 Oct 2026 · pro.bloombergtax.com
Product suite
Bloomberg Tax provides integrated tax research and software solutions, including Provision, Workpapers, Fixed Assets, Research, and other tax tools.Read 3 Oct 2026 · pro.bloombergtax.com
Provision
Tax Provision integrates current rates from Tax Research into an ASC 740 income-tax provision engine.Read 15 Oct 2026 · pro.bloombergtax.com
Rating on Capterra
Bloomberg Tax Fixed Assets is rated 4.2 out of 5 from 31 reviews.Read 15 Oct 2026 · capterra.com
Rating on G2
Bloomberg Tax & Accounting Fixed Assets is rated 3.8 out of 5 from 19 reviews.Read 15 Oct 2026 · g2.com
Rating on Gartner Peer Insights
4.5 out of 5 from 7 reviews.Read 15 Oct 2026 · gartner.com
Research
Tax Research provides expert analysis, primary sources, global coverage, real-time updates and AI-powered answers.Read 15 Oct 2026 · pro.bloombergtax.com
Research coverage
Bloomberg Tax Research combines tax news, expert analysis, and links to primary sources, with updates across federal, state, and international tax topics.Read 3 Oct 2026 · pro.bloombergtax.com
SDKs
Bloomberg publishes BLPAPI SDKs and developer guides for C++, Java, C#/.NET and Python, with wheels for Windows, macOS ARM and Linux.Read 15 Oct 2026 · professional.bloomberg.com
Security documentation
Bloomberg states that it provides SOC 2 and SOC 3 reports, business-continuity information and third-party assessments for its services.Read 15 Oct 2026 · professional.bloomberg.com
System requirements
The installation guide lists Windows 7/8/8.1/10 and Windows Server 2008 R2/2012 R2/2016, at least 2 GB RAM and 50 MB standalone disk space.Read 15 Oct 2026 · data.bloomberglp.com
Tax news
Daily Tax Report and related feeds deliver federal, state, international, crypto and transfer-pricing tax news with custom alerts and trackers.Read 15 Oct 2026 · pro.bloombergtax.com
Workpapers automation
Workpapers uses tax-specific spreadsheet templates, embedded formulas and current tax-law rates to automate calculations.Read 15 Oct 2026 · pro.bloombergtax.com
Workpapers integrations
Workpapers links with Bloomberg Tax Research, Provision and Fixed Assets and can export results to Excel and third-party tax-preparation tools.Read 15 Oct 2026 · pro.bloombergtax.com

Plans and prices

Bloomberg Tax products Priced on request Contact sales for pricing Tax Provision · Workpapers · Fixed Assets · Tax Research · Corporate Tax Analyzer · Income Tax Planner · Payroll Research Read 3 Oct 2026 · pro.bloombergtax.com
Bloomberg Tax suite Priced on request Contact sales for pricing Tax Provision · Workpapers · Fixed Assets · Research · Corporate Tax Analyzer · Income Tax Planner · Payroll Read 15 Oct 2026 · pro.bloombergtax.com

Every Bloomberg Tax plan and price →

Strong points and limits

Strong points

  • Research covers federal, state, and international topics
  • AI answers link to referenced material
  • Workpapers support multilevel approvals
  • Workpapers can export to Excel
  • 24/7 help desk support advertised

Limits

  • Pricing requires contacting sales
  • The listed platform is web

Who it suits

The suite is intended for tax professionals and organizations including corporate teams, accounting firms, government, and advisory firms. It may suit teams looking for tax research, workpaper automation, or fixed-asset depreciation tools on the web.

Verdict

Bloomberg Tax combines research with tools for workpapers, fixed assets, and other tax workflows. Pricing is available on request, so prospective buyers need to contact sales for selected products.

Where Specifiction places it

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