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Halcyon

Helping Financial Institutions, Tax Professionals, and the People They Serve Work Better Together.

Founded 2020 23 employees

2

Total Investments

2

Portfolio Companies

-

Exits

-

Industries

General Information

Company Overview

Founded 2020
Employees 23
Location -
Website halcyonsw.com

About Halcyon

Halcyon provides the only configurable platform to amplify the value of financial institutions and tax professionals. For financial institutions, the Halcyon Hub offers one secure portal for clients to access financial (credit, income, debt, assets) information and digitally prepare tax returns approved by tax professionals. Using artificial intelligence and data analytics, financial institutions can be more attentive to client needs and create more recurring business without expensive marketing efforts that promote irrelevant offers. For licensed tax professionals (firms or individual tax pros), Halcyon provides a reliable and consistent income stream from the review and sign off of fully prepared tax returns. Halycon has revolutionized tax preparation through a standardized, secure portal where tax professionals can work as much (or as little) as they want. As "gig economy" and social distancing practices have paved the way for remote work norms, Halcyon also provides the freedom for tax professionals to work when they want, and from where they want.

Recent Investments (2)

View All
Company Stage Amount Date
Late Vc •••••• Dec 2022
Seed •••••• May 2021

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