Abacus

Web

Freedom report

One barScore 5.3

Abacus is ranked #15 of 33 in AI tax software on Freedom251. It runs on Web.

Compared on AI tax software

Product: Abacus uses AI to extract information from complex tax documents and prepare returns.
Workflow: Users upload PDF tax documents from Excel, review the resulting Excel workpapers, then send data to their tax software.
Supported forms: Abacus says it supports K-1 forms 1065, 1041, and 1120-S, state forms, and K-3 footnotes.
Document coverage: The site says Abacus handles K-1s, K-3s, and more than 55 state forms.
Tax software compatibility: The maker describes output that can be imported into tax software such as CCH Axcess Tax and GoSystem Tax RS.
Target users: The site presents Abacus as a product for accounting firms and tax professionals, and also names family offices and wealth managers.
Availability: The contact page invites prospective customers to request a demo and join the waitlist.
Security: The homepage describes Abacus as SOC 2 compliant, and its privacy notice says customers and prospects may request its latest SOC 2 report under an NDA.
AI data handling: Abacus says it has a Zero Data Retention Agreement with OpenAI and that Google does not use Vertex AI submissions to train its models.
Infrastructure: The privacy notice names Amazon Web Services as a service provider and Google Cloud Vertex AI for certain document-processing features.
Support: The privacy notice directs questions about privacy practices and rights to [email protected].

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