Still manually entering data into ProConnect?
Re-keying data from PDFs
Time lost on every return
Increased risk of errors
Slows your entire workflow
Avalon Tax works alongside ProConnect
Extract data from source documents
Automatically inputs data into ProConnect
No more manual data entry
Free up hours per return
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
90%
Faster tax prep
95%+
Accuracy
50-80%
Cost savings
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
How It Fits Your Workflow
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 ProConnect within minutes
At the click of a button
Step 4: Simply review the completed return directly in ProConnect
No manual entry required. Make any edits or changes you want to.
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
