Build a Frontier
Accounting Firm.
Abacus agents handle your firm’s tax engagements end to end.
Source documents to draft workpapers to finalized returns in minutes, not days.
10+ of the Top 100 CPA firms run Abacus in production.
- Pages read
- 0.0M+
- Accountants on Abacus
- 0+
- Hours saved in 2026
- 0+
Days of preparation, compressed into hours of review.
“Instead of generic automation, we get agents aligned to how our firm actually works. That’s how you move from 30% automation to 90%.”
From source document to a review‑ready return.
Legacy tools read the easy boxes on page one and stop at the footnotes. Abacus reads the entire engagement—reconciling prior‑year entities, extracting back‑page statements, building the workpapers in your Excel, and syncing with your tax software.
Organize your client documents.
Upload everything the client sends: K‑1s, 1099s, state packages and scans. Abacus splits and classifies every page and reconciles it against last year’s return.
- Every page split and classified
- Reconciled to TY2024 activities
- New and missing K‑1s flagged upfront
Your most complex returns.
Partnerships, trusts and high‑net‑worth individuals, prepared end to end from whatever the client sends.
- K‑1s and K‑3s199A, §743(b), UBTI & footnotes
- Consolidated 1099s1099‑B, DIV, INT & OID
- State K‑1 packages55+ forms, apportionment & PTE
- Foreign reportingForms 8621, 8865 & 926
- Prior‑year returnsRollforwards & firm Excel templates
- Individuals1040
- Trusts and estates1041
- Partnerships1065
- S corporations1120‑S
- C corporations1120
Built for your firm’s most sensitive data.
SOC 2 compliant, with independently audited controls aligned with IRC §7216. The full report is available under NDA.
Request the SOC 2 reportAI privacy
- No model training
- We do not use your inputs, outputs, or documents to train underlying models.
- No selling or sharing
- We do not sell or share information about your firm or clients with third parties.
- Transparent by design
- AI-assisted steps are traceable so reviewers can see sources, changes, and rationale.
Data control
- US-only hosting
- All customer data is stored in the United States.
- Encryption everywhere
- HTTPS/TLS for every connection; AES-256 at rest; HMAC and modern standards throughout.
- Customer deletion
- Remove your data at any point.
Security operations
- Auditing & monitoring
- End-to-end logs for access and changes; regular vulnerability scanning and penetration tests.
- Incident response
- A comprehensive, rehearsed program with rapid triage and customer notification.
- Hardened infrastructure
- Secure cloud environments with enterprise-grade providers, network segmentation, and strict key management.
Lead the frontier with Abacus.
Spend 30 minutes watching Abacus prepare a multi‑entity 1040, 1041, or 1065 in your firm’s own Excel templates—and see how Top 100 firms deploy before busy season.