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Percapita introduces Tax Planner and Tax Filer powered by april, adding tax estimation and filing to its financial wellness platform
April News
2 minutes

Percapita, the digital financial app with a suite of financial wellness tools including budgeting, bill pay, and interactive resources recently launched Tax Planner and Tax Filer to give their customers even more financial control over their lives. Powered by april’s award-winning suite of embedded tax solutions, they enable Percapita customers to seamlessly estimate their refunds or taxes owed at any time, and to then file their taxes for free if they deposit their refund into their Percapita Cash Account.

 

Tax Filer is available in all 50 states and can support various financial situations, including W-2 and 1099 income, tax credits, unemployment benefits, and dependents. Thanks to april’s novel use of artificial intelligence to intelligently route taxpayers through the filing process, the average filer only had to answer 52 out of a possible 900 questions last year, finishing filing in just 43 minutes. Almost all filed from within the native mobile experience.

 

“We’re simplifying everyday spending, so our customers’ money works better for them,” said Alex Ehrlich, CEO of Percapita. “Since doing and filing your taxes is a fundamental part of being financially well, it’s important to us that our customers have what they need to plan and file with ease, and at no cost to them. It’s another way of saying ‘we see you and we’re here for you by helping to reduce the cost and complexity of filing.'"

 

The partnership is yet another example of how april is enabling fintechs to democratize financial prowess, simplify tax filing, and eliminate fees for DIY filers. “Tax filing has been a black box for decades, especially for the most vulnerable Americans who are often surprised by their bill or refund amount,” said Ben Borodach, CEO and Co-Founder of april. “The ability to quickly and accurately estimate taxes gives taxpayers peace of mind on their path to financial wellness.”

 

Percapita Group, Inc. is a digital company that provides access to products and services to improve financial wellness. Percapita is not a bank. Percapita deposit accounts are provided by Sutton Bank, Member FDIC

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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.
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