Abacus
Abacus is a web-based tax document tool for accounting firms and tax professionals.
What Abacus is
Abacus is a web-based tax document tool for accounting firms and tax professionals. Its AI extracts information from complex tax documents and prepares returns. Users upload PDF tax documents from Excel, review generated Excel workpapers, and then send the resulting data to tax software. Abacus says it supports K-1 forms 1065, 1041, and 1120-S, state forms, and K-3 footnotes, with coverage described as more than 55 state forms. Extraction can include line items and footnotes such as 11ZZ, QBI, and UBTI. Output can be imported into products including CCH Axcess Tax and GoSystem Tax RS. The service is also presented for family offices and wealth managers. Prospective customers can request a demo and join a waitlist; pricing is available on request. Abacus describes itself as SOC 2 compliant, with reports available under an NDA. It also describes zero data retention with OpenAI and says Google does not use Vertex AI submissions for model training.
Good
- Supports K-1, K-3, and state forms
- Extracts line items and footnotes
- Imports output into CCH Axcess Tax
- Imports output into GoSystem Tax RS
- SOC 2 compliance is described
Watch out
- Pricing is available only on request
- Prospective users must request a demo
- No filing support is listed
- Web platform only
Who it suits
Abacus is aimed at U.S. accounting firms, tax professionals, family offices, and wealth managers handling business tax documents. It suits teams that want AI extraction feeding Excel workpapers and tax software.
Verdict
Abacus focuses on extracting detailed tax data and preparing workpapers for downstream tax software. Its custom pricing and demo-based availability make direct evaluation necessary before adoption.
Plans and prices
From Abacus's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing | Priced on request | Request a demo · join the waitlist |
The facts
Each one read from Abacus's own pages, with the date it was checked.
What it does
- AI data handling
- The privacy notice says Abacus has a Zero Data Retention Agreement with OpenAI and that Google does not use Vertex AI submissions to train its models.checked 11 Oct 2026
- Audience
- The site describes Abacus as serving U.S. accounting firms, family offices, wealth managers, and tax professionals.checked 11 Oct 2026
- Availability
- The contact page invites visitors to request a demo and join the waitlist to see if Abacus fits their team.checked 11 Oct 2026
- Document coverage
- The site says Abacus handles K-1s, K-3s, and more than 55 state forms.checked 4 Oct 2026
- Extraction
- Abacus says its AI extracts tax data from line items and footnotes, including 11ZZ, QBI, and UBTI.checked 11 Oct 2026
- Infrastructure
- The privacy notice names Amazon Web Services as a service provider and Google Cloud Vertex AI for certain document-processing features.checked 4 Oct 2026
- K-1 coverage
- The site says Abacus supports K-1 types 1065, 1041, and 1120-S, state forms, and K-3 footnotes.checked 11 Oct 2026
- Product
- Abacus uses AI to extract data from tax documents, including K-1s, K-3s, and 55+ state forms.checked 11 Oct 2026
- Security
- The homepage describes Abacus as SOC 2 compliant and says it has enterprise-grade security.checked 11 Oct 2026
- SOC 2 report
- Abacus says prospective and current customers can request its latest SOC 2 report under a non-disclosure agreement.checked 11 Oct 2026
- Support
- The privacy notice lists [email protected] as a contact for questions about privacy practices and the notice.checked 11 Oct 2026
- Supported forms
- Abacus says it supports K-1 forms 1065, 1041, and 1120-S, state forms, and K-3 footnotes.checked 4 Oct 2026
- Target users
- The site presents Abacus as a product for accounting firms and tax professionals, and also names family offices and wealth managers.checked 4 Oct 2026
- Tax software
- The Section 199A page says output can be imported into CCH Axcess Tax and GoSystem Tax RS.checked 11 Oct 2026
- Tax software compatibility
- The maker describes output that can be imported into tax software such as CCH Axcess Tax and GoSystem Tax RS.checked 4 Oct 2026
- Workflow
- Users upload PDF tax documents from Excel, review AI-prepared Excel workpapers, then send the data to their tax software.checked 11 Oct 2026
The company
- Company
- The privacy notice identifies the company as Abacus Intelligence Inc. and lists an address in New York, NY.checked 11 Oct 2026
