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April for Financial Services

April for Financial Services

April for Financial Services

April for Financial Services

April for Financial Services

april for financial services

april for financial services

april for financial services

april for financial services

april for financial services

Build long-lasting, multi-product relationships

Understand your customers' major life events and personalize your offers based on their ever-changing financial needs.
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The Challenge

The Challenge

The Challenge

The Challenge

The Challenge

What can you do to create loyal customers?

In 2023, customer churn in financial services is a median rate of 19%. How can you grow with your customers as their needs change?
*Customer Gauge 2024
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Provide holistic financial services

Allow your customers to see how tax impacts their overall financial profile by becoming the one-stop shop for all their financial needs.

Identify high-value prospects

Gain insight into customers who show potential for multi-product relationships.*
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*Access to data is subject to customer consent

Increase customer lifetime value 

Build smarter cross-sell programs by identifying when your customers experience big life events.*
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300
data points
Though tax filing, april helps compliantly assemble data points and webhooks via API.
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98.9%
deposit rate
Customers who used the Filer within a banking app deposited their refund into their accounts.
Phone
4.4
avg logins
Clients saw customers log in an average of more than 4 times during the tax season.

"It was very quick and easy to use. I’m very glad Chime recommended this to me."

Thomas, first time taxpayer

Thomas, first time taxpayer

Thomas, first time taxpayer

Thomas, first time taxpayer

Thomas, first time taxpayer

"Taxes are extremely intimidating most of the time. april made it very easy to navigate and much less complicated to understand. Not to mention I didn’t have to pay for the services and it was connected to my bank."

Romy, previously filed with another service

Romy, previously filed with another service

Romy, previously filed with another service

Romy, previously filed with another service

Romy, previously filed with another service

“Enabling people to invest in their financial future has always been our top priority, which is why we're thrilled to introduce our partnership with april. april streamlines the tax filing process, turning what's often a tedious task into a breeze.”

Nicholas Gerber, CEO of Marygold & Co.

Nicholas Gerber, CEO of Marygold & Co.

Nicholas Gerber, CEO of Marygold & Co.

Nicholas Gerber, CEO of Marygold & Co.

Nicholas Gerber, CEO of Marygold & Co.

Actual happy taxpayer

Actual happy taxpayer

Actual happy taxpayer

Actual happy taxpayer

Actual happy taxpayer
Actual customer testimonials

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A suite of full-stack tax products
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The Filer

Help your customers save time filing their taxes by securely incorporating their consented data in a custom branded mobile eFiling app.

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We own our AI-driven tax engine, so we never kick out customers to a third-party, and our highly supported, closed-loop system is streamlined for users to efficiently file federal and state taxes.
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The Estimator

Enable your customers to make more informed financial decisions with year-round federal tax estimation.

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We own our AI-driven tax engine, so we never kick out customers to a third-party, and our highly supported, closed-loop system is streamlined for users to efficiently file federal and state taxes.
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The Optimizer

Help customers improve their financial health by taking control of their paycheck withholding.

Learn More
We own our AI-driven tax engine, so we never kick out customers to a third-party, and our highly supported, closed-loop system is streamlined for users to efficiently file federal and state taxes.
Help customers improve their financial health by taking control of their paycheck withholding.
Enable your customers to make more informed financial decisions with year-round federal tax estimation.
Fast-track your customers’ tax filing experience by pre-filling fields with data they’ve consented to share.

The Latest

The Latest

The Latest

The Latest

The Latest

We're always talkin' taxes

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Embedding tax can catapult your business forward.
Talk to our sales team to learn how tax can unlock your product potential.
For more details on coverage, please visit the april Filer legal page.
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Product images used are for illustrative purposes only.
© 2021-2024 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. 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. 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. 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.