Tax is the key to account primacy
Offer filing and planning tools that deepen engagement, grow deposits, and put your platform at the center of their financial lives.
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The Challenge
Taxes are one of the biggest household expenses
The majority of Americans overpay in taxes. In tax season 2024 the average refund was over $3,000, often the biggest paycheck of the year. Embedded tax tools unlock access to those funds and keep more of that money inside your ecosystem.
White-labelled tax tools for banks, credit unions, and financial platforms
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Tax filing
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Let members file on their own with april’s intuitive software, get expert support when needed, or hand it off entirely to a tax pro—perfect for more complex situations.
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Tax filing
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Let members file on their own with april’s intuitive software, get expert support when needed, or hand it off entirely to a tax pro—perfect for more complex situations.
Learn more
Tax planning
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Turn tax planning into a reason to re-engage. Real-time refund estimates help members prepare early and drive a 30% lift in tax filing conversions when offered ahead of season.
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Tax planning
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Turn tax planning into a reason to re-engage. Real-time refund estimates help members prepare early and drive a 30% lift in tax filing conversions when offered ahead of season.
Learn more
Tax return data
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Use historical tax transcripts to quickly and easily increase lines of credit with robust, verified tax data.
Tax return data
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Use historical tax transcripts to quickly and easily increase lines of credit with robust, verified tax data.
Use tax to drive high-value behaviors
Increase funded accounts
Bring dormant users back with timely, high-utility tax tools they actually need.
Capture refunds and grow ARPU
Turn tax season into deposit season. Drive deposit switching and ensure refunds stay in your ecosystem with a 95% average refund capture rate.
Win account primacy
By adding tax to your suite of offerings you become the platform they rely on for their holistic financial management.
Own the experience—and the upside
Launch tax tools on your terms with flexible options for branding, pricing, and packaging.
Flat fee
Stand out from legacy tax platforms with clear, upfront pricing that builds trust and drives switching.
Premium tier
Use tax capabilities as a high-utility upgrade driver. Bundle filing into premium accounts to increase ARPU and retention.
Featured client stories
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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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"Our mission is to improve the financial future of the next generation, this partnership aligns perfectly with our commitment to provide accessible financial tools that put our users’ needs first and promote financial literacy and independence."
CJ MacDonald
CEO of Step
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“By integrating april, we’re giving credit unions an easy way to add a high-impact service that helps members file their taxes while also strengthening their financial relationship with their credit union.”
Chris Moore
CEO of Blossom
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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
Read more
"Our mission is to improve the financial future of the next generation, this partnership aligns perfectly with our commitment to provide accessible financial tools that put our users’ needs first and promote financial literacy and independence."
CJ MacDonald
CEO of Step
Read more
“By integrating april, we’re giving credit unions an easy way to add a high-impact service that helps members file their taxes while also strengthening their financial relationship with their credit union.”
Chris Moore
CEO of Blossom
Read more
Turn a once-a-year headache into a strategic advantage
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.
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© 2021-2025 April Tax Solutions Inc. All rights reserved.
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.