T
TAI tax research with cited answers from Checkpoint content for tax professionals
Contact
Bloomberg Tax vs Equals
Pricing, features, platforms and who each one suits — side by side.
B
Choose Bloomberg Tax if…
- you're in its core audience: tax professionals, accountants
E
Choose Equals if…
- you want to trial it before paying
- you work on Slack
- you're in its core audience: finance teams, revenue operations
Side by side
Feature Bloomberg Tax Equals
Pricing modelContact for pricingFree trial
Starting price—$2000/mo
Free plan
Free trial
API
Open source
PlatformsWebWeb, Slack
CategoryFinance & AccountingSpreadsheets
Rank in its category#3 of 10—
CompanyBloomberg Tax & AccountingEquals Technologies, Inc.
Based in——
Founded——
Part of——
What you'd pay
The cheapest plan that fits, per month, billed yearly where the plan offers it.
| Team size | Bloomberg Tax | Equals |
|---|---|---|
| 1 person | no published plan | $3,000 Business |
| 5 people | no published plan | $3,000 Business |
| 20 people | no published plan | $3,000 Business |
Key features
B Bloomberg Tax
- Bloomberg Tax Answers generative AI tool for tax questions
- AI Assistant within the research platform
- Tax research content for professionals
- AI tools included at no additional charge
E Equals
- Managed Snowflake warehouse with synced source data
- Salesforce connector with CRM writeback
- Natural-language answers that show formulas and source queries
- Pre-built ARR, NRR, pipeline and forecast dashboards
- Scheduled metric updates to Slack or email
- Live charts and tables embedded in Notion or Coda
- MCP connection for external AI agents
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Bloomberg Tax
SubscriptionCustom
Equals
Essential$24k/year
Business$36k/year
Enterprise$60k/year
Strengths and limitations
Bloomberg Tax
- Generative AI tools included at no additional charge
- Backed by Bloomberg Tax & Accounting research content
- No public pricing; you have to contact sales
- AI features available only to subscribers
Equals
- Every plan includes unlimited seats
- AI answers show the formulas and source queries behind them
- Includes a managed warehouse, so no separate data stack is needed
- Free trial tailored to each customer
- Plans start at $24k per year
- AI usage beyond the included monthly spend is billed separately
- Writeback and SSO are only on the higher plans
- Additional connectors cost $199–$699/mo each
More comparisons
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TT
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T
AI tax research with cited answers from Checkpoint content for tax professionals
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Facts from each vendor's public pages, prices checked Oct 26, 2026. Editorial policy