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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 wealth management

april for wealth management

april for wealth management

april for wealth management

april for wealth management

Improve financial outcomes with integrated tax services

Offer comprehensive, tax-informed financial strategies that align with your clients' evolving wealth management needs.
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The Challenge

The Challenge

The Challenge

The Challenge

The Challenge

Clients want integrated services

According to a McKinsey survey in 2023, 47% of wealth clients preferred holistic, one-stop-shop financial solutions—a 60% increase since 2018.
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Become a one-stop-shop for financial planning

Incorporate tax insights into your wealth management services to offer a holistic solution that covers tax, investment, and estate planning—helping clients make smarter, integrated financial decisions.

Improve financial outcomes using tax as a lever

Utilize tax data to enhance financial strategies, optimizing portfolios and cash flow, while minimizing tax liabilities for better client outcomes.
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*Access to data is subject to customer consent

Solve an actual client headache

Provide an efficient, digital-first tax filing solution that addresses clients’ pain points, saves time, and simplifies the process, ensuring a smoother experience while boosting client satisfaction.
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300+
data points
april's platform gathers over 300 tax data points to provide valuable insights for wealth management decisions.
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58
NPS
clients using april’s integrated tax services report a high Net Promoter Score due to the streamlined experience.
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95%
refund deposit rate
clients have a high rate of depositing their refund where april is offered, creating opportunities for reinvestment and improved cash flow.

"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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Filing

Offer clients a flexible tax solution with the Filer for DIY filing or aprilPro for a seamless, professional-assisted experience.

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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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Planning

Arm clients with tax planning tools that offer real-time tax estimates, quarterly filing prompts, and guidance on tax impacts from securities sales.

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.
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Tax Transcripts

Quickly access a client's historical information to deliver personalized, data-driven financial recommendations.

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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.

End to End

End to End

End to End

End to End

End to End

A full suite of tax products

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Filing

Offer clients a flexible tax solution with the Filer for DIY filing or aprilPro for a seamless, professional-assisted experience.

cloud icon

Planning

Arm clients with tax planning tools that offer real-time tax estimates, quarterly filing prompts, and guidance on tax impacts from securities sales.

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Tax Transcripts

Quickly access a client's historical information to deliver personalized, data-driven financial recommendations

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.