Built for firms that want the return to reflect the conversation
Abacor is a client intelligence layer for accounting firms. It captures the unstructured conversations that run a firm, across meetings, phone calls, and in-person chats, and across every service line from audit and CAS to tax and advisory. Abacor pulls out the notes and action items automatically and syncs them into the firm's practice management system.
For Abacor customers, the context Abacor already captures, the meeting notes, action items, and client situation flags, feeds straight into Filed's prep and review. Filed's decision graph is the firm's rules engine of precedents, approvals, and positions, and Abacor's conversation data enriches that graph in real time, so Filed prepares and reviews returns already knowing the client's latest situation. The flow runs both ways: Filed also exposes modular APIs that Abacor embeds, so dynamic checklists and tax planning reports show up right inside Abacor.
How it works
- Abacor captures and structures client conversations across every service line, then pulls out notes and action items automatically
- That context flows into Filed's decision graph for your shared clients
- Filed prepares and reviews the return already knowing what happened on the last call
What this means for your team
- Conversation context flows into Filed's decision graph for shared clients
- Dynamic checklists built from prior-year returns, updated by Abacor's conversation data
- White-labeled, Abacor-branded tax planning reports powered by Filed
- A two-way flow, from the first client hello to the filed return
How it works
- Sync conversation context into Filed's decision graph
- Carry notes and action items into prep
- Update dynamic checklists from prior-year returns
- Power white-labeled tax planning reports
The questions firms ask us
Abacor captures and structures your client conversations, then pushes that context into Filed's decision graph for shared clients. When Filed prepares or reviews a return, it already knows what was discussed, so prep never starts from a cold start.
The integration runs two ways. Abacor pushes conversational context into Filed, and Filed exposes modular APIs that Abacor embeds, including a dynamic checklist API and a white-labeled tax planning API.
You keep using Abacor for client conversations and Filed for prep and review. Both teams support the connection, and the context flows automatically for your shared clients.