- Access verified wage, income, and multi-year tax return data straight from the IRS.
- Automatically build an accurate, comprehensive client profile from the source of truth.
- Eliminate client friction through a simple authorization flow.*
Deepen client relationships with precise tax insights
Surface actionable organic growth and tax planning opportunities, proactively identified based on client tax data.
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The Challenge
Without a complete view of a client's financial life, advisors can’t provide the family-office-level service their clients expect and leave growth opportunities on the table.
It’s time for tax data and insights to be a part of the holistic financial advice clients expect.
Precise and actionable insights powered by tax data, embedded into financial advisors’ workflows.
Unlock a holistic view of your client’s financial life
Access complete financial truth by fetching official tax data through april’s direct API connection with the IRS.
Deliver tax-optimized financial plans
Surface precise tax insights to maximize client retention and prove ongoing advisory value.
- Parse tax records with AI to pinpoint account-level tax drag and effective rates.
- Surface immediate, high-impact opportunities such as capital loss carryforwards and unclaimed cash yield.
- Extract clean, digestible tax summaries to demonstrate exact tax-efficiency gains.
Identify opportunities to increase share of wallet
Power consolidation conversations with visibility into your client's held-away assets.
- Detect off-balance-sheet bank accounts, outside brokerages, and unreported capital gains distributions.
- Automatically flag held-away 401(k)s and cash drag directly within the advisor workflow.
- Generate actionable, personalized wealth-transfer proposals rooted in tax data to grow AUM.
A connected tax platform to deliver compounding growth with efficiency and precision.
Prospecting
Boost conversion rates with a fully baked financial plan informed by client tax data.
Onboarding
Expedite time-to-advice with the ability to pre-fill onboarding workflows and minimize manual data entry.
Financial planning
Deliver more comprehensive, personalized financial plans that create tax alpha by identifying Roth conversion windows and income events before filing season.
Tax filing
Pre-fill data to reduce errors, accelerate filing timelines, and enable clients to spend their time confirming and refining, not transcribing.
Estate planning
Proactively identify life and financial events that would require an update to a client's estate plan before they ask.
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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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.
*Requires the taxpayer's written authorization to access transcript data; disclosure of such data to any third party or use for personalization requires the taxpayer's written consent.