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Byron
AI agent for CPA firms that organizes client documents, builds workpapers and prepares individual, business and K-1 returns from plain-language instructions.
| What the AI does | Byron agent: plain-language instructions to organize documents, create binders, build Excel workpapers, build the trial balance and propose journal entries, prepare and review returns |
|---|---|
| Who it serves | Small CPA firms, Tax offices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | No |
| Best fit | Small firm, Mid-size firm |
| Category | Tax Preparation & Review AI |
| Works with | Excel |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Byron is listed as a fit for small and mid-size firms, and the vendor names small CPA firms and tax offices on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out.
What it costs
Byron is priced by quote, so the demo is where you get a number tailored to your firm.
Good to know
Byron is an AI co-worker purpose-built for CPA firms: give it plain-language instructions and it organizes client documents, creates binders, builds Excel workpapers, assembles the trial balance and proposes journal entries, and prepares and reviews individual, business and K-1 returns — working across the firm's existing tools, templates and review process rather than replacing them. The security badges read encryption in transit and at rest, no model training on client data, SOC 2 Type II audited and US-only hosting. Pricing is by demo.
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