april is thrilled to introduce aprilPro, our groundbreaking, AI-powered solution combining technology and tax professionals to meet the evolving needs of taxpayers facing complex financial situations.
Users of aprilPro experience an award-winning, AI-powered tax filing experience that pulls in data from existing financial accounts, reducing the time spent gathering documents. They can also easily upload files as needed, and a qualified tax professional will review and finalize each filing. This combines the simplicity of april’s digital interview with professional oversight to give clients a streamlined, comprehensive tax filing experience.
Financial service partners embedding aprilPro will be able to support their clients that own corporations, are partners in REITS, and that may be subject to Alternate Minimum Tax, among other situations. Supported forms include K-1, 1099-B, 1099-DA, and Schedule E. By introducing tax professionals to the filing experience, aprilPro enables wealth-management focused partners to offer tax filing services, powered by a best-in-class digital experience.
The intuitive digital flow seamlessly syncs with already available data from within the partner’s platform, mitigating the burden of gathering documents and data. Users can easily upload additional tax documents and then have a qualified tax professional review and prepare their filing. This hybrid model builds on april’s easy-to-use and intelligent DIY tax filing experience which uses AI to reduce the number of questions a filer has to answer in order to accelerate filing.
"‘At april, we’re focused on creating a seamless bridge between tax filing and financial services,” said Ben Borodach, co-founder and CEO. “aprilPro takes our platform to the next level by accommodating more complex tax needs within a familiar, trusted environment. Our goal is to make tax filing simple, accurate, and accessible—especially for clients with intricate financial situations.”