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Zeta integrates april’s embedded tax filing to empower families to thrive financially
April News
3 minutes
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Zeta, the innovative banking suite for households, announced a revolutionary partnership with april, an industry trailblazer developing AI-powered financial technology focused on modernizing taxes. Integrating with april, an IRS-authorized e-file provider, radically simplifies the process of claiming deductions and credits relevant to many families.

 

Taxes for those married filing jointly has historically been a source of financial stress. According to april’s 2023 State of The Taxpayer Report, "Taxes are a solitary chore. Although 52% of our sample was married or in a domestic partnership, only 30% said that choosing a tax software was a joint decision between them and their partner.” Because of the need to aggregate paperwork from multiple jobs and sources, it’s difficult to make financial planning recommendations for saving and investing. Nearly 65% of divorces are in some part due to money, according to Zeta.


To bridge the gap between couples and their finances, Zeta is developing a one-stop-shop to help families thrive financially. Tax filing is the next step on the journey. When the IRS opens for tax filing, Zeta’s users will be able to utilize the data they’ve already shared with Zeta and seamlessly complete their filing together right from within the app. 


Until now, households had to purchase often expensive standalone tax software disconnected from their other financial apps. To file, they had to manually and tediously answer thousands of often repetitive questions while importing documents from dozens of sources.

  

"We’re excited to meet families where they already are,” said Ben Borodach, CEO and Co-Founder of april. “Zeta is the premier banking app for households. With integrated tax filing, we’re able to personalize the tax experience, enabling couples to skip unnecessary questions, reduce the time to file, and get ahead of their finances together.”


The embedded tax experience has been optimized for mobile, allowing users to easily review the data they’re importing, instilling confidence and control in their filing experience. Zeta and april are committed to providing innovative solutions that enable families to maximize their returns and navigate the tax landscape efficiently.


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Embedding tax can catapult your business forward.
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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. 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. 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. 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.
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