Your customers will get a better understanding of their overall financial picture. You’ll get a better understanding of your customers.
The Estimator drives your platform’s year-round engagement by encouraging customers to keep an eye on their financial forecast.
Customers can see how life events – marriage, parenthood – impact their financial situation.
Bring all their financial information into a single view and help them take action on key insights with a 360º holistic picture.
april maintains strict compliance with IRS and state regulations. We use external audit, bank-grade encryption, MFA, and SOC2 processes to secure customer data.
We offer multiple ways to bring april to your platform, ranging from a simple hosted solution to fully embedded with adaptive SDK and a suite of APIs and webhooks.
We built our own AI-driven tax engine and internal tooling system, aprilOS™ , to handle a wide range of tax coverage — all within a single user experience.