Make tax planning the foundation of financial success
Ignoring taxes means missing a key opportunity to improve client outcomes. Integrated, white-labeled tax planning tools make you the go-to platform for smarter, holistic financial decisions.
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The Challenge
There’s a critical gap in financial planning
A recent report on drivers of client retention found that while 89% of clients want tax planning, only 25% receive it. Your platform can bridge this gap with tools that reduce liabilities and maximize savings.
A suite of year-round tax products
Tax Forecasting
Tax calculations and forecasting
If clients are expecting a refund or might owe, provide them with early insights so they can make year-end decisions or prepare.
Tax Planning
Quarterly tax payments planning
Help freelancers and business owners stay on top of estimated tax payments, avoid penalties and ensure smoother cash flow management.
Stock Sale Tax Liability
Stock sale tax simulations
At the point of decision-making, give clients visibility into potential tax liabilities from liquidation events ranging from stock sales to equity compensation.
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Integrated tax planning tools built for speed and accuracy
Seamlessly fits within your platform
Fully white-labeled to match your app’s look and feel—whether for client-facing tools or advisor dashboards.
Streamlined data ingestion
Securely pass client financial data via robust APIs, ensuring fast, accurate tax estimations even with complex datasets.
Payroll API integration
Accelerate tax estimations with payroll data connections, offering a comprehensive view of client finances year-round.
Secure and compliant by design
Built with bank-grade encryption and strict consent management, ensuring client data is protected and compliant at every step.
Featured client stories
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"We’re excited to bring new innovative products to Gusto Wallet employees like the Paycheck Optimizer. Embedding april’s full suite of products is a core part of how we meet the changing needs of our employee base."
Jeff Forkan
Head of Partnerships, Gusto
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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
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“Our partnership with april highlights ways we can use the latest technology to equip everyday people with tools they need to own their financial future.”
Wemimo Abbey
Co-Founder of Esusu
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"We’re excited to bring new innovative products to Gusto Wallet employees like the Paycheck Optimizer. Embedding april’s full suite of products is a core part of how we meet the changing needs of our employee base."
Jeff Forkan
Head of Partnerships, Gusto
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
“With april, we’re using an AI-powered experience to make tax filing simpler and more transparent for renters and ensuring they get the maximum refund they are owed, at no cost to them.”
Wemimo Abbey
Co-Founder of Esusu
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Own more financial decisions by owning the tax conversation
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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© 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.