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Bring tax filing in-house, without the operational overhead
Embedded, white-labeled tax filing that transforms a once-a-year event into a year-round driver of value and loyalty.
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THE CHALLENGE
Tax filing is high-friction, expensive, and siloed experience
It’s time for tax filing to be a frictionless, embedded part of the financial experience
AI features streamline the filing experience and mitigate the risk of error
Easy mass document upload
Automatic data recognition and information pre-fill
Unnecessary questions cut in real-time
During the 2026 filing season:
76 NPS
Net Promoter Score driven by AI features that streamline the experience.
91%
Of users consented to share data, enabling personalized engagement year-round.
1.4M+
Federal and state filings, the 8th largest online provider in the United States.
$2B+
Refunds & payments processed during the 2026 tax season.
An experience to meet each filer’s unique needs
DIY Filing
Frictionless, self-serve tax filing.
  • Deliver a streamlined, white-labeled filing experience within the application your customers use every day.
  • Automatically include information already available in your filer's profile.
  • Cover most customer use cases, including all forms with >1% incidence rate.
Expert Filing
Professionally prepared tax filing.
  • Deepen relationships with a premium, professionally prepared filing experience.
  • Deliver the high quality service your clients expect without the operational overhead. april's Tax Pros handle the return, while a dedicated concierge team answers every question along the way.
  • Enable frictionless, three-way collaboration between filers, financial advisors and april Tax Pros throughout the process.
Pro Tax Software
Professional tax filing engine.
  • Drive internal advisory and tax team efficiency with a unified platform that streamlines coordination throughout filing season and beyond.
  • Reduce in-house tax team preparation time by 50% with AI powered workflows and practice management tools.
The first national tax filing software built to be embedded
Offer a fully native user experience
Match the look and feel of your app with no third-party redirects that degrade user experiences.
Activate users and keep them engaged
Leverage a detailed marketing playbook to drive adoption, and know users will be guided throughout filing season with april’s automated retargeting campaigns.
Increase LTV with tax transcript data
Deliver personalized insights and proactive financial advice with visibility into IRS tax, wage and income data.
Turn a once-a-year headache into a strategic advantage
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.