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Based in Miami · We work in English & Spanish

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AI automation for every size of tax practiceBuilt for firms of every size.

A solo EA in tax season and a 200-person regional firm both lose hours to the same busywork, just at different scales. Here's how we help each kind of practice, and where we'd start.

Just you (plus maybe a seasonal helper) Our most common client

Solo practitioners

EAs, CPAs, and experienced preparers working on their own

You're the preparer, the receptionist, the bookkeeper, and the IT department. Automation takes back the hours that aren't billable.

Most US tax practices are small, and many are run by a single professional. You don't need an enterprise platform or a six-month implementation. You need a few reliable automations that run while you work, and someone to set them up properly so you never have to think about them.

Sound familiar?

  • Every email, call, and missing document lands on you
  • Season evenings spent on data entry instead of review
  • Turning away good clients because there's only one of you
  • No time to evaluate AI tools, let alone connect them

How it's priced

Solo practitionerJust you

A day in season

Before

  • Sort 40 emails and voicemails by hand
  • Re-send upload links to clients who lost them
  • Key W-2 and 1099 figures into tax software
  • Start reviewing returns at 9 pm

With Abakus

  • Inbox pre-sorted, with drafted replies waiting for approval
  • Reminders went out overnight and six clients uploaded
  • Documents extracted and organized for your review
  • Review done by 5:30, and the evening is yours
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2–10 people

Small, growing teams

Practices that have hired their first few people

You've hired help, but the owner is still the bottleneck. Every question, review, and handoff runs through you.

Sound familiar?

  • The process lives in the owner's head and inbox
  • Every preparer does intake a little differently
  • Status questions interrupt everyone's day
  • Hiring another person feels like the only way to grow

How it's priced

Small firmA small team

A day in season

Before

  • Status checks happen by walking over to someone's desk
  • Each preparer runs intake their own way
  • Engagement letters copied from last year's Word file
  • Owner reviews everything late at night

With Abakus

  • Pipeline updates itself as documents and signatures arrive
  • One standard intake for every client
  • Letters generated, signed, and invoiced automatically
  • Owner reviews flagged exceptions, not every line
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10–50 people

Established firms

Firms with defined roles, processes, and a full software stack

You have processes, people, and plenty of software. The hours are lost in the gaps between them.

Sound familiar?

  • Five to ten systems that don't talk to each other
  • Partners lack a live view of capacity and bottlenecks
  • Seasonal hires need weeks of hand-holding
  • Firm knowledge scattered across drives and senior staff

A day in season

Before

  • Client details re-keyed across three systems
  • A Monday meeting just to find out what's stuck
  • New hires interrupt seniors with procedure questions
  • The review queue backs up before every deadline

With Abakus

  • Entered once and synced everywhere
  • A daily digest shows exactly what's stuck and why
  • The AI assistant answers procedure questions with sources
  • Pre-checked workpapers shorten review
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50+ people

Multi-office & regional firms

Firms operating across several offices or states

Scale magnifies every inefficiency. A small manual step repeated across offices adds up to thousands of hours.

Sound familiar?

  • Workflows differ from office to office
  • Strict security, vendor-review, and client-contract requirements
  • IT bandwidth committed elsewhere
  • Change management across many people

A day in season

Before

  • Each office keeps its own spreadsheet trackers
  • AI tools banned because nobody has vetted them
  • Firm-wide KPIs compiled by hand each month
  • Rollouts stall after the pilot team

With Abakus

  • One automated workflow standard across offices
  • A private, documented AI deployment that fits your WISP
  • Live firm-level dashboards
  • Phased rollout with training for every team
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Any size

Bookkeeping & CAS firms

Firms built on monthly bookkeeping and client accounting services

Monthly close is recurring work, which is exactly where automation pays off fastest.

Sound familiar?

  • Categorizing the same vendors every single month
  • Chasing receipts and explanations from clients
  • Close deadlines across dozens of clients at once
  • Advisory work squeezed out by compliance

How it's priced

Priced for your firm size

A day in season

Before

  • Transactions categorized line by line
  • Receipt requests sent one email at a time
  • Reconciliations prepared manually
  • Client reports built in spreadsheets

With Abakus

  • Rules plus AI categorize, and people review the exceptions
  • Automatic receipt requests with one-tap upload
  • Reconciliation prep and variance notes ready to review
  • Monthly dashboards and summaries drafted for review
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Any size

Niche & specialty practices

Expat tax, crypto, real estate, nonprofit, trusts and estates

Specialized returns mean specialized forms and specialized busywork. We've built for it before.

Sound familiar?

  • Form-heavy returns: FBAR, 8938, 8960, K-1s, 990s
  • Documents in many formats, currencies, or exchange exports
  • Generic software that doesn't fit your workflow
  • Clients who need more explanation and hand-holding

A day in season

Before

  • Foreign statements converted and keyed by hand
  • Exchange CSVs reconciled in spreadsheets
  • Custom questionnaires emailed as PDFs
  • Special elections tracked in notes

With Abakus

  • Statements extracted and converted, with source links
  • Transactions normalized and flagged for review
  • Adaptive intake built for your niche
  • Form-specific automations, like Wicklow's 8960 and 962 workflows
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Any size · We work in Spanish

Hispanic-owned & bilingual practices

Hispanic-owned firms and practices serving Spanish-speaking clients, in the US, Puerto Rico, and Latin America

Your clients are more comfortable in Spanish, but most software assumes everyone speaks English. We're a Miami-based, bilingual team, and we build automations that work in both languages.

Sound familiar?

  • Translating every reminder, form, and email by hand
  • Client portals and intake forms that only come in English
  • Latin American documents in different formats and currencies
  • Vendors and consultants who can't work with your team in Spanish

How it's priced

Priced for your firm size

A day in season

Before

  • Rewrite each reminder in Spanish before sending it
  • Walk clients through English-only forms over the phone
  • Convert foreign bank statements by hand
  • Train staff with English-only documentation

With Abakus

  • Reminders go out automatically in each client's language
  • Bilingual intake forms and portals clients complete on their own
  • Foreign documents extracted and flagged for review
  • Training, documentation, and support in Spanish
Get a free audit for my firm
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.

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