SharePoint vs. AbakusSharePoint on its own, or built around your firm.
SharePoint is Microsoft's document management platform, and the storage behind Teams files in Microsoft 365.
SharePoint
Abakus
The short answer
SharePoint is where your firm's email, files, and day-to-day work already happen. Abakus builds on it: client email gets filed and answered with drafts grounded in real status, uploads land in the right client folder, and the shared-inbox and filing add-ons you pay for separately can be replaced by one platform built for your firm.
What SharePoint does well
- Structured document libraries with version history
- Granular permissions
- Built into Teams and Office
Where firms hit its limits
- General-purpose by design: it doesn't know which client, return, or deadline an email or file belongs to.
- Built-in rules and filters are set up by hand and break as clients and staff change.
- Filing, naming, and follow-up still depend on each person remembering to do it.
SharePoint on its own vs. with Abakus
SharePoint on its own
Off the shelf, built for every firm
SharePoint + Abakus
Rules designed around your firm
Filing client email & files
By hand, or with simple rules each person sets up.
Automatic filing to the right client and job.
Replies to clients
Written from scratch.
Drafts in your firm's tone, grounded in the client's actual status, reviewed before sending.
Folders & naming
Depends on who saved the file.
Your firm's convention, applied every time.
Permissions
Managed in the admin console.
Respected: automations only see what they're allowed to.
What we build around SharePoint
Typical automations for firms that use SharePoint. Each one follows your firm's rules, keeps a human review step where professional judgment matters, and changes in hours when you need something different.
Automatic filing and naming of client documents
Folder structures created per client and per tax year
A private AI assistant that searches SharePoint with permissions intact
Alerts when expected documents are missing
SharePoint: common questions
Do we have to move off SharePoint?
Can automations read our client email safely?
What happens to our existing folders and rules?
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Tax software CompareSharePoint is a trademark of Microsoft. Abakus Automations is independent and is not affiliated with, endorsed by, or sponsored by Microsoft. Product details are summarized from public information and may change.
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