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AI for accounting firms: the Abakus blogPractical AI for accounting and tax firms.

Plain-language guides on where AI automation helps a practice, where it doesn't, and how to adopt it safely.

Strategy Custom automation vs. off-the-shelf practice software: who should adapt to whom?

Oct 3, 2026 · 6 min read

Custom automation vs. off-the-shelf practice software: who should adapt to whom?

Platforms like TaxDome, Karbon, and QuickBooks are built for thousands of firms at once, so your firm adapts to their rules. Custom automation flips that: the rules are built around you and change in hours.

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AI in practice 5 AI automations every tax firm should start with

Sep 29, 2026 · 7 min read

5 AI automations every tax firm should start with

You don't need to automate everything at once. These five automations deliver the most time back for the least disruption, and most firms can have the first one live in weeks.

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Operations How to stop chasing client documents (without annoying your clients)

Sep 22, 2026 · 6 min read

How to stop chasing client documents (without annoying your clients)

Document chasing is one of the most expensive invisible costs in a tax practice. Here's how to design an automated reminder system clients actually respond to.

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Security Is AI safe for client tax data? IRS Pub 4557, WISPs, and zero-retention AI

Sep 15, 2026 · 8 min read

Is AI safe for client tax data? IRS Pub 4557, WISPs, and zero-retention AI

Using AI with taxpayer data can be done responsibly, but only with the right contracts, settings, and controls. Here's what tax professionals should check before adopting any AI tool.

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Strategy The accountant shortage is a workflow problem, not just a hiring problem

Sep 8, 2026 · 6 min read

The accountant shortage is a workflow problem, not just a hiring problem

Fewer people are entering the profession and many have left it. Firms that respond only by hiring will keep losing ground. Firms that redesign their workflows can grow anyway.

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AI in practice AI extraction for W-2s, 1099s, and K-1s: what works today

Sep 1, 2026 · 7 min read

AI extraction for W-2s, 1099s, and K-1s: what works today

AI can now read tax forms with impressive accuracy, but the workflow around it matters more than the model. Here's how to make extraction reliable enough for a professional practice.

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Strategy How to calculate the ROI of automation for your practice

Aug 25, 2026 · 6 min read

How to calculate the ROI of automation for your practice

A simple, honest framework for estimating what automation is worth to your firm, and for checking afterward whether it delivered.

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Free automation audit

Find out where your hours are going.

In a free 45-minute session we map your workflows and hand you a ranked list of automations for your firm, with estimated hours saved for each. It's yours to keep whether or not you work with us.