Book a demo

See Abacus on your firm’s returns.

A 30-minute demo with the people who built it: the agent at work on the kind of 1040s, trusts and partnerships your firm files, and straight answers on security, Excel and what it takes to be live before busy season.

In production at 10+ of the Top 100 firms

Book a demo

30 minutes

Or write to support@getabacus.com.

Returns your firm files
SOC 2 · US-only hosting · No model training
The half hour
  1. 01

    The agent at work.

    From source documents to finished workpapers, on returns like yours: every line, box and footnote read, every figure traced to the box it came from, in your own Excel templates.

  2. 02

    The questions your partners will ask.

    SOC 2, IRC §7216, US-only hosting, no model training, and who sees what. How reviewers work. What changes for your seniors, and what doesn’t.

  3. 03

    Live in your templates, before busy season.

    How we configure your firm’s existing Excel workpapers, reclass rules, and tax software sync in days—so your team steps into a workflow they already know.