Abacus

Paid Web

What Abacus is

Abacus is web software that uses AI to extract information from complex tax documents and prepare returns. Users upload PDF tax documents from Excel, review the resulting Excel workpapers, then send the data to tax software. Abacus says it supports K-1 forms 1065, 1041, and 1120-S, state forms, and K-3 footnotes; its stated coverage includes more than 55 state forms. Extraction can include line items and footnotes such as 11ZZ, QBI, and UBTI. Output can be imported into tax software such as CCH Axcess Tax and GoSystem Tax RS. The product is presented for U.S. accounting firms, tax professionals, family offices, and wealth managers. Abacus describes itself as SOC 2 compliant; customers and prospects may request its latest SOC 2 report under an NDA. The company also describes its AI data practices, including a Zero Data Retention Agreement with OpenAI and Google's policy not to train models on Vertex AI submissions. Pricing is on request, and prospective customers are invited to request a demo and join the waitlist.

Who it suits

Abacus suits accounting firms and tax professionals handling K-1, K-3, and state tax documents. It is also presented for family offices and wealth managers.

What it does well

Extracts data from tax line items and footnotes
Supports K-1 forms 1065, 1041, and 1120-S
Covers more than 55 state forms
Exports to CCH Axcess Tax and GoSystem Tax RS

What to know first

Web platform only
Pricing requires a request
Demo and waitlist sign-up are offered for access

Limits

Pricing is custom and available on request. Prospective customers are invited to request a demo and join the waitlist.

Plans

Plan	Billed and limits	Price
Custom pricing	Request a demo · join the waitlist	On request

As getabacus.com lists them, read 11 Oct 2026. The maker's own page has the final word.

Getting started

Visit https://www.getabacus.com/.
Request a demo and join the waitlist.
Upload PDF tax documents from Excel.
Review the resulting Excel workpapers.
Send the data to compatible tax software.

Verdict

Abacus focuses on extracting tax-document information into reviewable Excel workpapers and output for tax software. Its stated form coverage and supported imports are relevant for firms handling these documents, but pricing is available only on request.

Questions

How much does Abacus cost?

Abacus uses paid custom pricing, with the price available on request.

Which tax documents does Abacus support?

It supports K-1 forms 1065, 1041, and 1120-S, state forms, K-3 footnotes, and more than 55 state forms.

Which tax software can receive Abacus output?

The maker describes output that can be imported into CCH Axcess Tax and GoSystem Tax RS.

What platform is Abacus available on?

Abacus is listed for web.

How can prospective customers access Abacus?

The contact page invites prospective customers to request a demo and join the waitlist.

What does Abacus say about security and AI data handling?

The homepage describes Abacus as SOC 2 compliant, and customers or prospects may request its latest SOC 2 report under an NDA. Abacus says it has a Zero Data Retention Agreement with OpenAI and that Google does not use Vertex AI submissions to train its models.

Facts from Abacus's own pages

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. · getabacus.com, 11 Oct 2026
Audience: The site describes Abacus as serving U.S. accounting firms, family offices, wealth managers, and tax professionals. · getabacus.com, 11 Oct 2026
Availability: The contact page invites visitors to request a demo and join the waitlist to see if Abacus fits their team. · getabacus.com, 11 Oct 2026
Company: The privacy notice identifies the company as Abacus Intelligence Inc. and lists an address in New York, NY. · getabacus.com, 11 Oct 2026
Document coverage: The site says Abacus handles K-1s, K-3s, and more than 55 state forms. · getabacus.com, 4 Oct 2026
Extraction: Abacus says its AI extracts tax data from line items and footnotes, including 11ZZ, QBI, and UBTI. · getabacus.com, 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. · getabacus.com, 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. · getabacus.com, 11 Oct 2026
Product: Abacus uses AI to extract data from tax documents, including K-1s, K-3s, and 55+ state forms. · getabacus.com, 11 Oct 2026
Security: The homepage describes Abacus as SOC 2 compliant and says it has enterprise-grade security. · getabacus.com, 11 Oct 2026
SOC 2 report: Abacus says prospective and current customers can request its latest SOC 2 report under a non-disclosure agreement. · getabacus.com, 11 Oct 2026
Support: The privacy notice lists [email protected] as a contact for questions about privacy practices and the notice. · getabacus.com, 11 Oct 2026
Supported forms: Abacus says it supports K-1 forms 1065, 1041, and 1120-S, state forms, and K-3 footnotes. · getabacus.com, 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. · getabacus.com, 4 Oct 2026
Tax software: The Section 199A page says output can be imported into CCH Axcess Tax and GoSystem Tax RS. · getabacus.com, 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. · getabacus.com, 4 Oct 2026
Workflow: Users upload PDF tax documents from Excel, review AI-prepared Excel workpapers, then send the data to their tax software. · getabacus.com, 11 Oct 2026

Where Abacus stands on Freedom251

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