Byron agents help CPAs complete all aspects of the tax return process, from document intake through to reviewed returns.
AI agents built around the way your firm works.
AI agents, purpose-built around real CPA workflows
Integrates directly with leading accounting platforms such as Canopy and Truss
Built by tax and AI experts from Deloitte and Amazon
CPA teams use Byron to
PDF Processing
Build PBC requests
Build SALY Workpapers
Handle Partnership Allocations
Generate Excel Workbooks
Reconcile book-to-tax
Map trial balances
Process K-1s
Byron is your new AI co-worker.
Byron is a purpose built agent for CPAs that helps with tasks like organizing documents, creating binders, workpaper creation, and preparing tax returns.
01
Chat
Byron takes instructions and completes tasks, while working across all of your existing systems.
02
Process
Agents process prior year documents, creates PBC lists, and extract data from excel and PDF files.
03
Prepare
Byron automates tax return preparation including creation of Excel workpapers, prepared the same as last year, with this years data.
04
Review
CPAs stay in control. Nothing exports to your tax software until your firm reviews, approves, and signs off.
Built around the real business tax workflows.
Byron fits into the tools, templates, and review process your firm already uses, while agents handle the manual work that slows tax teams down.
Works alongside existing systems
Byron works across your existing tools, from email and file storage to accounting systems, Excel, and tax software.
Excel generation and sync
Generated in the format your team already uses. Edits in Excel flow back into Byron and into your tax engine without manual rekeying.
Reviewer-led by design
Agents prepare the work. Reviewers approve it, with source links, confidence scores, approval gates, and audit trails built in.
Built for complexity
Byron is built to process the most complicated documents as well as the most complicated M1/M3 adjustments, depreciation, and multi-state apportionment.
K-1 Processing
Byron handles federal and state K-1s with footnotes as well as K-3s – not just the data on the face sheet
Tax preparation remains one of the largest untapped workflow opportunities for AI in professional services. What impressed me about Byron is the team’s deep understanding of both the technical complexity and the current operational challenges for accounting firms.
They have created a technology platform that fundamentally reshapes how business tax work gets done by applying AI in a way that can materially improve efficiency, scalability and the day-to-day experience of tax professionals.
Kevin McGovern
Retired Deloitte, Managing Partner
Agents handle the prep. Reviewers stay in control.
Byron takes on the manual work behind business tax prep while giving reviewers the context they need: source links, confidence scores, and approval gates across every line.
100+
Hours saved per month across active workflows
99%+
Accuracy on standard forms
97%+
Accuracy on complex K-1s
Enterprise-grade security for tax teams.
Byron is designed for the sensitive data behind every return, with privacy, access controls, and auditability built into the workflow from intake to export.
US-Only Hosting
Encryption in Transit and at Rest
No Model Training on Your Data
Role-Based Access Controls
Audit Log on Every Value and Action
No 7216 Consent Required
