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What is Versatile Retention by Zasio?

Versatile Retention delivers a robust platform for schedule management and research, granting your organization complete control over its retention strategies. The Domestic subscription allows for instant access to over 73,000 regulations pertaining to federal and state records in the United States, applicable across various sectors. For organizations seeking an even wider scope, the optional North American subscription features more than 80,000 regulations from the U.S., Canada, and Mexico. Additionally, our International subscription broadens this reach to include 140 countries, with an impressive compilation of over 130,000 regulations, positioning it as the most comprehensive solution on the market. Our committed team is comprised of full-time experts, including legal research professionals and licensed attorneys, who thoroughly investigate legal citations. With any subscription, you will tap into our extensive databases tailored for U.S., North American, or International research, enriched by jurisdiction-specific knowledge gathered through consulting engagements. This unique approach guarantees that your organization stays compliant and thoroughly informed, ultimately enhancing your operational effectiveness. By choosing our services, you ensure not only regulatory adherence but also a strategic advantage in navigating the complexities of legal compliance.

What is Bizora?

Bizora is a cutting-edge platform powered by artificial intelligence that focuses on tax and audit research, specifically tailored for accounting and finance experts. This advanced tool effectively responds to research queries by utilizing primary documents, including the Internal Revenue Code, Treasury Regulations, IRS guidance, and state tax laws from all 50 U.S. states. When it comes to audit research, it includes standards and guidelines from prominent organizations such as the PCAOB, AICPA, FASB, GASB, GAO, along with various government contracting bodies. Users can select from multiple research modes—Fast, Standard, Web, or Deep—and have the option to analyze uploaded documents, evaluate research methodologies, and create research memos and communications for clients. Furthermore, Bizora provides a tax research API and an MCP server, allowing software platforms and AI agents to effortlessly incorporate tax research into their workflows. This web application is principally aimed at CPAs, accounting firms, tax attorneys, in-house tax departments, audit specialists, and a diverse array of finance professionals, ensuring they have access to trustworthy and thorough tax research tools. Ultimately, Bizora enhances the efficiency and accessibility of the research process for finance professionals, paving the way for more informed decision-making and better compliance practices.

Media

Media

Integrations Supported

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)
QuickBooks Online
Xero

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$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 Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Zasio Enterprises

Date Founded

1987

Company Location

United States

Company Website

www.zasio.com/versatile-retention/

Company Facts

Organization Name

Bizora

Date Founded

2024

Company Location

United States

Company Website

www.bizora.ai/

Categories and Features

Legal Document Management

Access Controls
Archiving & Retention
Full Text Search
Version Control

Categories and Features

AI Tax

Not specified

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