This tax season was a grind. The next one doesn't have to be.
Hours wasted on manual data entry
Bottlenecks during peak workload
Limited ability to scale without hiring
Burnout across your team
Avalon Tax automates the most time-intensive part of tax prep.
Extract data directly from client documents
Automatically input data into your tax software
Reduce prep time per return
Increase capacity without adding staff
90%
Faster tax prep
95%+
Accuracy
50-80%
Cost savings
How It Works
Step 1: Upload client documents
W-2, all 1098s, all 1099s, K-1, Quickbooks P&Ls, bank statements, stock trade detail, unstructure rental income, childcare & healthcare expenses and more
Step 2: Avalon Tax extracts key tax data in minutes
Our tool identifies each document and organizes them into a binder
Step 3: Data is automatically entered into your tax software
Available for Drake and ProConnect users. Coming soon for Lacerte & CCH.
Step 4: Simply review the completed return
No manual entry required
90%
Faster tax prep
95%+
Accuracy
50-80%
Cost savings
What We Do
Built by tax professionals, our intelligent tax prep automation streamlines your workflow directly in your tax software
Eliminate boring data entry and repetitive tasks without the hassle of hiring part-time or offshore support staff
Our solution reads your tax organizer, all standard tax forms and more, extracts the data and inputs it directly into your tax software quickly and accurately
Easy to use
Results in minutes — no turnaround time
Handles all standard tax forms
(W-2, all 1098s, all 1099s, K-1, Schedule C, Schedule E and more)
Reads your tax organizer,
Quickbooks P&Ls, FBARs, bank statements, stock trade detail, unstructured rental income and more
Works in your tax software:
Drake, ProConnect, CCH Axcess
Lacerte, UltraTax, ProSeries, ATX
coming in 2026
Available for 1040 prep now, partnerships and business returns coming next year
Secure and accurate
Why
Avalon Tax
Introducing Ava©, your AI-powered tax reviewer Ava instantly compares current year documents to prior year returns, flags missing information, performs detailed tax planning calculations in seconds, verifies numbers and uncovers actionable insights, all in real time
