Tax is the key to account primacy
Offer tax filing and planning tools to deepen engagement, grow deposits, and put your platform at the center of your customer’s financial lives.
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The Challenge
Tax remains a high-friction, siloed expensive, and stressful experience for American households.
It’s time for tax to become a frictionless and integrated part of your customer’s financial life
Differentiate your institution with embedded, white-labeled tax experiences
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DIY Filing
Frictionless, self serve tax filing in an average of just 20 minutes
- Covers most use cases, including all forms with >1% incidence rate
- Automatic inclusion of information already available in the filer's profile
- Easy mass doc upload, data recognition and pre-fill
- Dynamic tax dependency graph that cuts unnecessary questions in real time
Drive business impact across 5 key levers
Deliver a measurably better filing experience
1.4M
Fed & state filings. The 8th largest e-filing provider in the United States.
76
Net Promoter Score driven by AI features that streamline the experience.
20 min
Average time to file vs. the IRS reported 8 hour national average
AND DRIVE BUSINESS IMPACT ACROSS 5 KEY LEVERS
1
Grow deposits
Automatically capture cutsomer tax refunds.
2
Drive revenue
Offer refund advance loans using verified data.
3
Unlock cross-sell
Inform targeted campaigns with IRS data.
4
Increase LTV
Introduce an annual re-engagement lever.
5
Achieve primacy
Switch customers' direct deposits post filing.
The all-in-one income tax platform
built for wealth & investing
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Filing
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Deepen client relationships with an Expert preparation and filing experience, led by april’s team of credentialed Tax Professionals.
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Filing
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Deepen client relationships with an Expert preparation and filing experience, led by april’s team of credentialed Tax Professionals.
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Planning
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Deepen client relationships with an Expert preparation and filing experience, led by april’s team of credentialed Tax Professionals.
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Planning
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Deepen client relationships with an Expert preparation and filing experience, led by april’s team of credentialed Tax Professionals.
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Insights
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Access up to 7 years of tax data via IRS API to personalize recommendations and drive lifetime value.
Insights
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Access up to 7 years of tax data via IRS API to personalize recommendations and drive lifetime value.
Refund estimator and optimizer
Offer customers tax refund visibility and controls.
- Provide an accurate, real time estimate of your customer's end-of-year tax refund or payment.
- Enable customers to meet individual liquidity needs with the ability to update withholdings from within your app.
Insights
Leverage historical, IRS-verified tax data to deepen your customer relationships.
- With a simple customer authorization flow, access tax return data to gain a comprehensive their financial life.
- Inform targeted cross-sell campaigns with life-event signals.
- Drive new product adoption and stronger engagement by delivering more relevant, personalized experiences year-round.
Own the experience—and the upside
Launch tax tools on your terms with flexible options for branding, pricing, and packaging.
Flat fee
Stand out from legacy tax platforms with clear, upfront pricing that builds trust and drives switching.
Premium tier
Use tax capabilities as a high-utility upgrade driver. Bundle filing into premium accounts to increase ARPU and retention.
Fulfill the promise of true holistic financial management
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.
We have updated our Terms of Use, effective as of 02/03/25. Please review the changes. By continuing to use our services, you agree to the updated terms.
For more details on coverage, please visit the april Filer legal page.
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© 2021-2025 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.