Abacor
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
Abacor
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
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, then pulls out notes and action items automatically.
That context flows into Filed's decision graph, the firm's rules engine of precedents, approvals, and positions. 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 exposes modular APIs that Abacor embeds, so dynamic checklists and white-labeled tax planning reports show up right inside Abacor.
FAQ
How does Filed work with Abacor?
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.
How are Filed and Abacor connected?
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.
Who supports the setup and ongoing use?
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.