Today, we announced the launch of our new Integrated Tax Platform built specifically for high-integrity wealth management and advisory firms. The first-of-its-kind platform gives advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process - turning tax planning and filing into a consistent source of growth opportunities across the firm. 

Advisor visibility, practice management, and planning opportunities

The new offering is built to provide advisor visibility and practice management capabilities year-round, alongside tax preparation during filing season.

Key features include:

• Advisor visibility: An integrated dashboard gives advisors real-time transparency, document visibility, and post-preparation financial insights to drive additional value for the firm and its clients.
• Tax planning: Tools for advisors and tax professionals to run precise tax simulations for key financial events, such as equity compensation, purchases or sales of concentrated stock positions, Roth conversions and estimated payments.
• Practice management for tax filing: Tools for tax professionals, advisory teams, and administrative staff to assign, manage, monitor, and execute tax preparation across the firm, helping practices run more efficient tax operations at scale.

Powered by april’s nationwide AI tax engine, now available to in-house tax teams

The Integrated Tax Platform was built atop april’s nationwide tax coverage and trusted AI-powered tax engine, and originally created to help financial advisors stay in the loop while offering clients a fully managed, hands-off tax filing experience in which april’s U.S.-based, credentialed tax professionals prepare and file the return. 

Already used to prepare filings on behalf of millions of taxpayers, and backed by an NPS of 78, april’s tax engine has enabled its tax professionals to reduce preparation time by approximately 50%—through features like dynamic auto-fill and AI that extracts and prefills data from uploaded documents.

Building on this momentum, april is now enabling wealth management firms with in-house tax teams to leverage the same filing engine to realize similar efficiency gains.

To get early access to our Integrated Tax Platform and drive efficiency between your financial advisors and in-house tax professionals, complete this form.