Versatile Retention by ZasioZasio Enterprises
|
||||||
Related Products
|
||||||
About
Bizora is an AI-powered tax and audit research platform for accounting and finance professionals. It answers research questions with citations to primary authorities, including the Internal Revenue Code, Treasury Regulations, IRS guidance, and state tax sources across all 50 U.S. states. Audit Research covers standards and guidance from the PCAOB, AICPA, FASB, GASB, GAO, and government contracting authorities. Users can select Fast, Standard, Web, or Deep Research, analyze uploaded documents, inspect research steps, and draft research memos and client emails. Bizora also provides a tax research API and MCP server for software platforms and AI agents to incorporate tax research into their workflows. The web application is intended for CPAs, accounting firms, tax attorneys, in-house tax teams, audit professionals, and other finance users.
|
About
Versatile Retention is a complete schedule management and research solution that gives your business total control over your retention schedule. Our Domestic subscription has over 73,000 U.S. federal and state records-related requirements covering general business and prevalent industries out-of-the-box. An optional North American subscription includes over 80,000 U.S., Canada, and Mexico records retention citations. Our International subscription reaches a global research footprint to 140 countries and over 130,000 citations, making this the most robust solution on the market. Zasio employs a team of full-time staff, comprised of legal research experts and licensed attorneys, to research legal citations. With your subscription, you’ll receive access to our International, North America, or U.S. research database. These databases contain records related citations for general businesses, supplemented by jurisdiction specific research gathered during consulting engagements.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Bizora serves CPAs, enrolled agents, tax professionals, tax attorneys, accounting and advisory firms, audit and assurance teams, in-house tax departments, financial advisors, and corporate finance teams. It also serves fintech companies, accounting software providers, wealth management platforms, and developers building tax research workflows or AI agents through API and MCP integrations.
|
Audience
Businesses searching for a schedule management and research solution
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$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 Version
Not Supported
Free Trial
Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationBizora
Founded: 2024
United States
www.bizora.ai/
|
Company InformationZasio Enterprises
Founded: 1987
United States
www.zasio.com/versatile-retention/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Not Supported
Contract Management
Not Supported
Document Assembly
Not Supported
Document Indexing
Not Supported
Document Tagging
Not Supported
Full Text Search
Supported
Version Control
Supported
|
||||||
Integrations
ChatGPT
Supported
Claude
Supported
Model Context Protocol (MCP)
Supported
QuickBooks Online
Supported
Xero
Supported
|
Integrations
ChatGPT
Not Supported
Claude
Not Supported
Model Context Protocol (MCP)
Not Supported
QuickBooks Online
Not Supported
Xero
Not Supported
|
|||||
|
|
|