A practical solution for targeted lead generation & financial visibility.
Want to strengthen your client relationships?
Provide your clients tax preparation services to make tax season a non-event, while you receive powerful insights and targeted lead generation to expand your relationship.
Clients & Borrowers
Receive a secure portal to upload documents and let artificial intelligence and machine learning take over.
Once prepared, a CPA will review, answer any questions and sign off before filing.
Receive specific financial advice to maintain your financial health for the long run.
Lenders & Financial Advisors
Invite your clients to have their taxes prepared by a Halcyon tax professional.
Once filed, receive personalized insights to deepen the relationship with your clients and have targeted conversations on how to improve their financial wealth.
Whether you are retired, employed full time or just looking for a side gig, work when, where and how much you want when you partner with Halcyon during tax season.
Have peace of mind with your clients when using Halcyon's secure portal, making privacy and security the upmost priority.