Own every
financial moment
Own every
financial moment
Add taxes to your offering to realize the full potential of holistic financial services.
Trusted by:
Trusted by:
gusto
gusto
Transform tax into a continuous, predictive layer of the financial experience
Transform tax into a continuous, predictive layer of the financial experience
FILING
Bring tax filing in house
Embed customizable filing experiences with AI features that streamline the flow and mitigate the risk of error.
Meet each filer’s unique needs with self-serve or professionally prepared filing experiences.
Introduce a sticky, annual re-engagement lever.
PLANNING
Power more strategic, tax-aware decision making
Calculate the precise tax impact of important financial decisions like equity transactions, Roth conversions and retirement income.
Provide real-time, personalized guidance based on clients’ tax profiles.*
Use AI to answer critical tax related questions at the moment of decision making.
DATA & INSIGHTS
Enable more contextual interactions
Access up to 7 years of tax data via tax transcript API to personalize recommendations and drive lifetime value.*
Drill down into asset-specific details across all tax forms to inform tax-optimized growth and investment strategies.
Use AI to query data and identify specific financial insights.
FILING
FILING
Bring tax filing in house
Bring tax filing in house
Embed customizable filing experiences with AI features that streamline the flow and mitigate the risk of error.
Meet each filer’s unique needs with self-serve or professionally prepared filing experiences.
Introduce a sticky, annual re-engagement lever.
PLANNING
PLANNING
Power more strategic, tax-aware decision making
Power more strategic, tax-aware decision making
Calculate the precise tax impact of important financial decisions like equity transactions, Roth conversions and retirement income.
Provide real-time, personalized guidance based on clients’ tax profiles.*
Use AI to answer critical tax related questions at the moment of decision making.
DATA & INSIGHTS
DATA & INSIGHTS
Enable more contextual interactions
Enable more contextual interactions
Access up to 7 years of tax data via tax transcript API to personalize recommendations and drive lifetime value.*
Drill down into asset-specific details across all tax forms to inform tax-optimized growth and investment strategies.
Use AI to query data and identify specific financial insights.
A robust and secure tax platform
A robust and secure tax platform
A nationally licensed tax engine
The first new firm in over 15 years to receive IRS e-file authorization in all 50 states, joining ~10 providers nationwide.
Year-round tax planning capabilities
Transforms tax from a backward looking compliance function into a precise, ongoing and predictive layer of financial intelligence.
Built to be embedded
Solutions created to be deployed within the financial applications Americans use every day to manage their money, removing the tax silo.
Enterprise grade compliance
Strict adherence to industry standards, including SOC 1, SOC 2 and TrustE certifications, and a privacy program approved by an IRS authorized vendor.
Case studies
“Taxes are one of the biggest, most complicated, and stressful financial moments of the year, regardless of where you are on your financial journey. By teaming up with april, one of the industry’s leading AI-powered filing experiences, we’re helping customers across all income levels file with less friction and more confidence.”
Oren Naim
VP of Platforms, Robinhood
Read more →
Case studies
“Taxes are one of the biggest, most complicated, and stressful financial moments of the year, regardless of where you are on your financial journey. By teaming up with april, one of the industry’s leading AI-powered filing experiences, we’re helping customers across all income levels file with less friction and more confidence.”
Oren Naim
VP of Platforms, Robinhood
Read more →
Case studies
“Taxes are one of the biggest, most complicated, and stressful financial moments of the year. By teaming up with april, we’re helping customers file with less friction and more confidence.”
Oren Naim
VP of Platforms, Robinhood
Read more →
Dominate your category with holistic financial services
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.
Support
Trust & Compliance
Connect
Any data shared is subject to applicable law and consent.
Product images used are for illustrative purposes only.
© 2021-2026 April Tax Solutions Inc. All rights reserved.
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.
Support
Trust & Compliance
Connect
Any data shared is subject to applicable law and consent.
Product images used are for illustrative purposes only.
© 2021-2026 April Tax Solutions Inc. All rights reserved.
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.
Support
Trust & Compliance
Connect
Any data shared is subject to applicable law and consent.
Product images used are for illustrative purposes only.
© 2021-2026 April Tax Solutions Inc. All rights reserved.
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.