The Only Configurable Platform to Amplify the Value of Your Services & Client Relationships

One innovative place for you to get client insights.
One secure portal for clients to access financial information and digitally prepare tax returns approved by tax professionals.

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Become a Trusted Advisor for Life

Halcyon delivers unprecedented value anytime, any place on any device, streamlining the entire tax process with an intuitive digital workflow.


How Many Clients Does Your Financial Institution Manage?

You could realize $930,000 dollars of value with Halcyon
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Enhance Value

Be more attentive to client needs: make your business recurring instead of transactional.

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Innovate with Data

Identify client needs and opportunities using artificial intelligence and data analytics.

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Reduce Expenses

Avoid expensive marketing and lead generation efforts that promote irrelevant offers.

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Where Innovation Meets Experience

Over 25 Years of Tax and Financial Industry Experience


+ Financial Institutions
allied with reputable financial firms everywhere.


+ Loans
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.
Dave Lowman
Former CEO, Chase HomeLending
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.
Scott Weikel
Founder & CEO, Family First Funding
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.
David Wyle
CEO, SurePrep

Meet the Team

Deepen Client Relationships by Saving Them
Time, Effort and Money

A simple tool to organize the complex world of financial documents with real-time data analysis.

Asset, Debt & Income Analysis

A comprehensive way to discern a client’s full financial picture. As well as standardize and streamline the qualified income analysis process.


One Secure Financial Hub 

A central location for clients to safely access tax information and analysis. While achieving financial clarity like never before.


Clear, Real-Time Dashboards 

Consolidated portfolio viewing and financial event recognition with the ability to monitor changes to client credit health and debt utilization.

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