Byron
Byron provides an AI-powered tax preparation platform for CPA firms, automating document organization, workpaper preparation, and return review for individual, business, and K-1 filings. The platform integrates with existing tools like Canopy and Truss, offers confidence-scored approvals with source links, and is SOC 2 Type II audited with US-only hosting.
- AI Agents
- Artificial Intelligence
- Software Only
- Financial Technology
Funding
Founders
Founder details are not available yet.
Product
Problem
CPA firms face significant manual effort in tax return preparation, including processing prior-year documents, building PBC (prepared-by-client) requests, creating SALY (same-as-last-year) workpapers, and reconciling book-to-tax differences. These repetitive, document-heavy tasks consume substantial staff time and introduce risk of errors, slowing down the entire tax workflow.
Solution
Byron deploys purpose-built AI agents that automate the entire tax return process, from document ingestion through to reviewed returns. The agents process PDFs and Excel files, extract data, generate PBC lists, build SALY workpapers, handle partnership allocations, and reconcile book-to-tax differences. Byron integrates directly with leading accounting platforms such as Canopy and Truss, allowing CPA teams to work within their existing systems. The platform is hosted in the US with encryption in transit and at rest, and does not train models on client data, ensuring security and compliance.
Target Audience
Primary customers are modern CPA firms and tax teams that handle individual and business tax returns and need to streamline document processing, workpaper preparation, and return review workflows.
Features
- AI agents that process prior-year documents, extract data from Excel and PDF files, and build PBC request lists
- Automated preparation of SALY workpapers and Excel workbooks using current-year data
- Handles partnership allocations, processes K-1s (including complex K-1s with footnotes, K-3s, and state detail), and maps trial balances automatically
- Reconciles book-to-tax differences without manual intervention
- Integrates with leading accounting platforms including Canopy and Truss, plus Outlook, SharePoint, and Karbon
- Confidence scores, source links, approval gates, and audit trails on every value and action
- US-only hosting with encryption in transit and at rest, SOC 2 Type II audited, and no model training on client data
- Supports 1040, 1065, 1120, and 1120-S returns with state summaries and prior-year comparisons