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On the recordRead 11 Oct 202617 facts
Abacus
Plans and prices
Custom pricing
Priced on request
Request a demo · join the waitlist
Read 11 Oct 2026 · getabacus.com
On the record
- 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 · read 11 Oct 2026
- Audience
- The site describes Abacus as serving U.S. accounting firms, family offices, wealth managers, and tax professionals.getabacus.com · read 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 · read 11 Oct 2026
- Company
- The privacy notice identifies the company as Abacus Intelligence Inc. and lists an address in New York, NY.getabacus.com · read 11 Oct 2026
- Document coverage
- The site says Abacus handles K-1s, K-3s, and more than 55 state forms.getabacus.com · read 4 Oct 2026
- Extraction
- Abacus says its AI extracts tax data from line items and footnotes, including 11ZZ, QBI, and UBTI.getabacus.com · read 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 · read 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 · read 11 Oct 2026
- Product
- Abacus uses AI to extract data from tax documents, including K-1s, K-3s, and 55+ state forms.getabacus.com · read 11 Oct 2026
- Security
- The homepage describes Abacus as SOC 2 compliant and says it has enterprise-grade security.getabacus.com · read 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 · read 11 Oct 2026
- Support
- The privacy notice lists [email protected] as a contact for questions about privacy practices and the notice.getabacus.com · read 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 · read 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 · read 4 Oct 2026
- Tax software
- The Section 199A page says output can be imported into CCH Axcess Tax and GoSystem Tax RS.getabacus.com · read 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 · read 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 · read 11 Oct 2026
