Your customers will have a better understanding of their financial lives. You’ll have a better understanding of your customers.
The Estimator drives your platform’s year-round engagement by encouraging customers to keep an eye on their financial forecast.
Customers can see how life events – marriage, parenthood – impact their financial situation.
Bring all their financial information into a single view and help them take action on key insights with a 360º holistic picture.
We built our AI-driven aprilOS™. Plus, our highly supported, closed-loop system is streamlined for users to efficiently file federal and state taxes.
april maintains strict compliance with IRS, state, and external audit, bank-grade encryption and other processes (authentication, SOC2) to secure customer data.
We offer a spectrum of ways to easily bring april into your platform, from a simple hosted solution to fully embedded with an adaptive SDK and a suite of API and webhooks.
Our team is on standby to answer your questions about how april’s estimator can generate growth for you.