Be more attentive to client needs: make your business recurring instead of transactional.
+ Financial Institutions
allied with reputable financial firms everywhere.
disbursed through international partners.
+ Tax Returns
through trusted and automated technology.
+ $Billion of Capital
disbursed through over one million clients.
Halcyon is a great new product and service offering for any financial institution to provide their customers with a complete snapshot of their financial health while providing a state-of-the-art method of tax return preparation using the latest technologies including AI and machine learning.
Halcyon is building the first scalable and intelligent cloud-based platform to usher tax preparation into the digital age. With AI, and the unique ability to bring crowdsourced efficiencies to tax preparation, financial institutions using Halcyon will have a better understanding of their clients while providing a valuable solution to a timeless need.
Halcyon is the only organization that helps financial institutions deepen client relationships, increase repeat business, and reduce customer acquisition costs by delivering clients a modern and mobile-friendly tax preparation service.
A comprehensive way to discern a client’s full financial picture. As well as standardize and streamline the qualified income analysis process.
A central location for clients to safely access tax information and analysis. While achieving financial clarity like never before.
Consolidated portfolio viewing and financial event recognition with the ability to monitor changes to client credit health and debt utilization.