Questions?
Answered.
Upload your clients’ tax forms and let Avalon Tax’s AI-powered tax preparation software do the heavy lifting, cutting prep time from hours to minutes. Our software reads your tax organizer and tax documents, extracts the data, and inputs it directly into your tax software, delivering a return ready for review in just minutes.
Avalon Tax is currently available for Drake and ProConnect. CCH Axcess is coming soon. Proseries, UltraTax, Lacerte and ATX are planned for 2026. Avalon Tax is designed to work alongside the tax software professionals already use.
Avalon Tax is built for CPAs, enrolled agents, and professional tax preparers who want faster, more accurate tax preparation without compromising data security.
Avalon Tax currently supports 1040 returns. Support for business and partnership returns is planned for 2026.
All standard tax documents, such as W-2s, 1099s, 1098s, and K-1s, plus tax organizers, bank statements, stock trade detail, QuickBooks P&Ls, unstructured rental income data, and more.
Avalon Tax is highly accurate when uploaded documents are legible. Each return is delivered ready for your professional review.
Avalon Tax is built as a secure, desktop-based tax software designed to meet strict IRS data protection requirements. Avalon Tax was founded by CPA and tax professional Tom Wahl, who runs his own firm and understands firsthand how critical client data security is. Because Avalon Tax is a desktop application (not cloud-based), your clients’ data remains on your device. Avalon Tax does not store client data, and we comply with all applicable federal and state laws.
Certain optional features, such as AI-assisted analysis, may require limited, encrypted transmission of specific data to trusted third-party providers. These providers cannot store your data or use it to train their models. In transmitting this data, we prioritize minimization, encryption and anonymization.
Learn more in our Privacy Policy.
You can sign up here and get started right away. If you’d prefer to see Avalon Tax in action first, you can book a demo, and our team will walk you through the product and answer any questions.
Upload your clients’ tax forms and let Avalon Tax’s AI-powered tax preparation software do the heavy lifting, cutting prep time from hours to minutes. Our software reads your tax organizer and tax documents, extracts the data, and inputs it directly into your tax software, delivering a return ready for review in just minutes.
Avalon Tax is currently available for Drake and ProConnect. CCH Axcess is coming soon. Proseries, UltraTax, Lacerte and ATX are planned for 2026. Avalon Tax is designed to work alongside the tax software professionals already use.
Avalon Tax is built for CPAs, enrolled agents, and professional tax preparers who want faster, more accurate tax preparation without compromising data security.
Avalon Tax currently supports 1040 returns. Support for business and partnership returns is planned for 2026.
All standard tax documents, such as W-2s, 1099s, 1098s, and K-1s, plus tax organizers, bank statements, stock trade detail, QuickBooks P&Ls, unstructured rental income data, and more.
Avalon Tax is highly accurate when uploaded documents are legible. Each return is delivered ready for your professional review.
Avalon Tax is built as a secure, desktop-based tax software designed to meet strict IRS data protection requirements. Avalon Tax was founded by CPA and tax professional Tom Wahl, who runs his own firm and understands firsthand how critical client data security is. Because Avalon Tax is a desktop application (not cloud-based), your clients’ data remains on your device. Avalon Tax does not store client data, and we comply with all applicable federal and state laws.
Certain optional features, such as AI-assisted analysis, may require limited, encrypted transmission of specific data to trusted third-party providers. These providers cannot store your data or use it to train their models. In transmitting this data, we prioritize minimization, encryption and anonymization.
Learn more in our Privacy Policy.
You can sign up here and get started right away. If you’d prefer to see Avalon Tax in action first, you can book a demo, and our team will walk you through the product and answer any questions.
