Own every financial moment
Add taxes to your offering to realize the full potential of holistic financial services.
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Taxes aren’t just another feature — they’re the key to delivering a complete and connected financial experience
Plan
Make confident, tax-advantaged decisions
From liquidity events to annual planning, tax forecasting powers smarter decisions that improve financial outcomes.
File
Redefine the annual tax experience
Transform tax filing from an annual compliance headache into an effortless value-add.
WIN
Capture every financial opportunity
By addressing taxes, your platform becomes the trusted solution for all your clients’ most critical financial needs.
A suite of smarter tax products,
built to be embedded
Tax transcripts
Accelerate onboarding and enhance planning by providing advisors and clients access to comprehensive historical tax data and actionable insights.
Learn more
Tax transcripts
Accelerate onboarding and enhance planning by providing advisors and clients access to comprehensive historical tax data and actionable insights.
Featured client stories
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"We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place. Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level.”
Christian Haigh
Co-Founder and CEO of Compound Planning
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“Since doing and filing your taxes is a fundamental part of being financially well, it’s important to us that our customers have what they need to plan and file with ease”
Alex Ehrlich
CEO of Percapita
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“The traditional tax system was designed for salaried workers, while commission-based workers are a massive, underserved, and growing segment of the US workforce. april enables us to deliver convenient and tailored financial services to help real estate professionals thrive personally and professionally.”
Brandon Wright
CEO at Tongo
Read more
"We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place. Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level.”
Christian Haigh
Co-Founder and CEO of Compound Planning
Read more
“Since doing and filing your taxes is a fundamental part of being financially well, it’s important to us that our customers have what they need to plan and file with ease”
Alex Ehrlich
CEO of Percapita
Read more
“The traditional tax system was designed for salaried workers, while commission-based workers are a massive, underserved, and growing segment of the US workforce. april enables us to deliver convenient and tailored financial services to help real estate professionals thrive personally and professionally.”
Brandon Wright
CEO at Tongo
Read more
Handle your clients' most critical tax needs, directly in your platform
Our AI-powered tax engine seamlessly integrates with your systems, offering white-label customization and low-latency APIs for accurate, relevant, and efficient solutions.
Dominate your category with holistic financial services
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.
For more details on coverage, please visit the april Filer legal page.
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1. If you find an error in the tax preparation that entitles you to a larger refund (or smaller liability), we will refund any fees you paid us to use our service to prepare that return and you may use our service to amend your return at no additional charge. To qualify, the larger refund or smaller tax liability must not be due to differences or inaccuracies in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws.
2. If our tax preparation software makes a mathematical error that results in your payment of a penalty and/or interest to the IRS that you would otherwise not have been required to pay, April will reimburse you up to a maximum of $10,000.
3. If you receive an audit letter from the IRS or a state tax authority in connection with an accepted tax return filed through April, we will provide you with informational assistance, such as responses to frequently asked questions or links to resources on the IRS’s or other tax authority’s website. April will not represent you before the relevant tax authority or provide legal advice.
4. Please submit any inquiries or concerns to support@getapril.com. For data deletion requests, please see the Privacy Policy and submit the required information to privacy@getapril.com. To report a security incident, please contact security@getapril.com or see April's Responsible Disclosure Policy. By accessing and using this page you agree to the Terms of Use and Privacy Policy.