Compound, the wealth management platform that high-net-worth clients trust as their “digital family office,” is expanding its tax filing capabilities by partnering with april. With this partnership, Compound will be integrating tax technology directly into its platform for the first time, offering clients a full suite of filing options—from DIY to professionally-led. They’re modernizing tax filing in the same way they’ve modernized wealth management.

With a client base primarily composed of tech professionals, business owners, and law firm partners, Compound understands the importance of intuitive technology combined with expert advisory. Compound is one of the first partners to integrate aprilPro, which blends AI-powered technology with tax professionals to meet the needs of clients facing complex financial situations.

“april is committed to revolutionizing tax filing by embedding smart, AI-powered solutions directly into financial services platforms,” said Ben Borodach, CEO and Co-Founder of april. “Our partnership with Compound ensures that clients receive a best-in-class digital experience backed by expert tax professionals, allowing them to navigate their finances with greater ease and confidence.”

Compound has embedded april’s tax solutions into its client dashboard, introducing a dedicated tax section that streamlines the filing process. Clients have access to two april options: File Your Own Taxes, the DIY filer that lets clients complete their return quickly and confidently, and File With a Tax Pro, the aprilPro-guided experience that combines the convenience of a modern digital platform with the confidence of a tax professional filing on clients’ behalf. Both experiences use intelligent routing to enable clients to answer as few questions as possible while filing quickly and easily. 

Compound’s advisors help their clients understand the tax implications of major decisions, and now they can offer clients a modern, streamlined tax filing experience within their dashboard. "We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place," said Christian Haigh, Co-Founder and CEO of Compound Planning. "Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level."