Avalon Tax provides an AI‑driven automation platform that extracts data from tax organizers, standard forms, and financial documents and inputs it directly into major desktop tax software such as Drake, ProConnect, CCH Axcess, Lustrate, UltraTax, ProSeries, and ATX.
Funding
Funding not disclosed
Founders
Product
Problem
Tax professionals spend significant time manually entering data from organizers, forms, and financial documents into tax software, leading to inefficiencies, higher labor costs, and increased risk of errors.
Solution
Avalon Tax offers an AI-driven automation platform that reads tax organizers, standard forms (W‑2, 1099s, 1098s, K‑1, Schedule C/E, etc.), QuickBooks P&Ls, FBARs, bank statements, and other unstructured documents, extracts the relevant data, and inputs it directly into major tax preparation programs such as Drake, ProConnect, CCH Axcess, Lacerte, UltraTax, ProSeries, and ATX. The system includes an AI reviewer, Ava, which compares current-year inputs to prior returns, flags missing information, performs real‑time tax planning calculations, and verifies numbers to improve accuracy. All processing occurs within the user’s existing software environment, maintaining IRS‑compliant security and reducing preparation time and cost.
Target Audience
Primary customers are tax preparers, accounting firms, and CPA practices that use desktop tax software to file individual and business returns.
Features
- AI-powered data extraction from a wide range of tax documents and financial statements
- Direct integration that populates fields in leading tax software (Drake, ProConnect, CCH Axcess, Lacerte, UltraTax, ProSeries, ATX)
- AI reviewer (Ava) that cross‑checks current inputs against prior returns, flags gaps, and generates instant planning insights
- Support for both individual (1040) and upcoming partnership/business returns
- Secure, desktop‑based architecture with IRS‑compliant data protection at every step
- Pricing model of $29 per return with a demo option for prospective users