april is introducing the Integrated Tax Platform, allowing advisors to pull IRS tax transcripts directly into their workflow
Published
Signal category
Products & Services
Quote
“april's Integrated Tax Platform, advisors can pull IRS tax transcripts directly into their workflow”
— Daniel Hernandez|april team
Company
april
The embedded tax platform built for wealth management firms, banks and SMB platforms
- Industry
- Financial Services
- Location
- New York, US
- Company size
- 107 employees
april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to manage money. In 2025, april's AI-powered Tax Engine became the first in more than 20 years to receive full IRS e-file authorization, joining only 10 other providers nationwide. Built on this engine, april’s suite of tax solutions transforms tax from a backward-looking compliance function into a continuous, compounding source of firm growth: ➡️ Filing: DIY and Expert tax filing, white-labeled and embedded in our platform. ➡️ Planning: Precise, real-time tax impact simulations for important financial decisions like equity transactions, Roth conversions and retirement income. ➡️ Insights: Actionable growth opportunities that drive lifetime value and are based on verified IRS data. To learn more, visit www.getapril.com.
Founded 2021