Bring tax into the core of your client experience
Embed tax capabilities that improve decision-making, boost retention, unlock revenue, and ultimately deliver better client outcomes.
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The Challenge
There’s a critical gap in financial planning
A recent report on drivers of client retention in financial advisors found that while 89% of clients want tax planning, only 25% receive it. Your platform can bridge this gap with tools that reduce liabilities and maximize savings.
The all-in-one income tax platform
built for wealth & investing
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Tax filing
This embedded tax filing solution allows clients to file directly from your app, with options ranging from DIY to professional tax prep.
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Tax intelligence
april provides access to structured IRS data with access to 5 years of tax, wage, and income history, helping advisors and investors make informed decisions.
Tax pros on demand
Get guidance at the point of decision-making with one-on-one support to assess tax implications and optimize strategies.
Stand out with a true family office approach
Provide value from day one
Use tax data to streamline onboarding and tailor the planning experience right out of the gate.
Scale smarter with built-in efficiency
Tax is costly. Labor-intensive. Our platform delivers the impact of a tax team, without the headcount. Cut costs, expand access, and serve more clients without stretching your people.
Be known for smarter decision making
Surface timely, tax-aware insights that help clients make better decisions—and keep your platform in the conversation.
Control the experience — and the economics
Make tax integration work for your business model with full flexibility on branding, delivery, and pricing.
Monetize
Offer filing and advisory services as premium add-ons to create new revenue streams.
Reward
Use tax as a loyalty driver by offering it free to high-value clients to increase retention and stickiness.
Featured client stories
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"Partnering with april to bring professional tax filing and tax planning directly to the Carry platform means our customers can now handle their taxes with the same ease as their investments.”
Ankur Nagpal
CEO, Carry
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"We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place. Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level.”
Christian Haigh
Co-Founder and CEO of Compound Planning
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“Tax preparation and filing are critical in broadening the scope of services advisors can provide digitally, and partnering with april allows us to deliver these key functionalities seamlessly."
Brendan King,
Co-founder and CEO, Wavvest
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"Partnering with april to bring professional tax filing and tax planning directly to the Carry platform means our customers can now handle their taxes with the same ease as their investments.”
Ankur Nagpal
CEO, Carry
Read more
"We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place. Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level.”
Christian Haigh
Co-Founder and CEO of Compound Planning
Read more
“Tax preparation and filing are critical in broadening the scope of services advisors can provide digitally, and partnering with april allows us to deliver these key functionalities seamlessly."
Brendan King,
Co-founder and CEO, Wavvest
Read more
Turn a once-a-year headache into a strategic advantage
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.
For more details on coverage, please visit the april Filer legal page.
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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.