Individual tax
Complex 1040s, prepared and ready for review.
Byron collects client documents from your existing systems, extracts every value with confidence scores, and prepares the return for your team's review.
Book a demo
One system. Three steps.
Preparation and review in one platform, from client files to approved data in your tax software.
Organize
Bring in client files from your existing systems or upload them directly. Byron organizes them into a client binder and flags what needs attention.
Prepare
Byron accurately extracts data from 1040 documents and complex K-1s. Confidence scores and source links show where every value came from.
Review and Sync
Review the return with a prior-year comparison, highlighted changes, and linked source documents. Then sync approved data with your tax software.
From client documents to final review.
Byron handles the preparation behind complex 1040s. Your team handles the judgment.
Ingest Across Systems
Connect existing systems such as Outlook, SharePoint, Canopy, Karbon, and Truss. Client files flow straight to the right return.
Confidence-Scored Approvals
Confidence scores highlight the values that need review, so your team can focus on exceptions and approve data with confidence.
State Summaries
View state income, withholding, and credits in one place, with every amount traced to its source document.
Firm-Wide Workflows
Track every return across the firm: who owns it, which documents are outstanding, and what is due next.
Final Return Review
Compare the return to the prior year, review significant changes, and resolve open questions before finalizing.
Finish the return with the support in place.
Send approved data to your tax software, backed by workpapers and an organized record of the preparation.
Excel workpapers
Your firm’s formats, with K-1 and state income summaries.
PDF binders
Source documents, bookmarks, annotations, and review notes together.
Tax software export
Approved data moves into your existing tax software to complete and file the return.
Excel workpapers
Your firm’s formats, with K-1 and state income summaries.
PDF binders
Source documents, bookmarks, annotations, and review notes together.
Tax software export
Approved data moves into your existing tax software to complete and file the return.
Put Byron to work on one of your 1040s.
Bring a client file with the complexity your team handles every day. We’ll walk through the preparation, review, and finished outputs.
