Abacus is an AI tax preparation automation solution that helps tax teams reduce manual data entry from complex investor and pass-through tax documents. The platform extracts data from K-1s, K-3s, state forms, and detailed footnotes, then structures that information into Excel-based workpapers where accountants already work. Abacus is designed to shift preparers from repetitive data entry toward review, exception handling, and higher-value tax analysis.
– AI models extract line items and footnotes from K-1s, K-3s, state forms, and related source documents
– Excel-native workbooks help preparers review extracted data before sending it to tax software
– Upload, prepare, and review steps convert manual data entry into a reviewer-led workflow
– Fits tax teams at accounting firms handling complex K-1, K-3, partnership, trust, and state tax packages.
