Bring tax into the core of your client experience
Integrate tax capabilities to improve decision-making, boost retention, unlock revenue, and deliver better client outcomes.
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THE CHALLENGE
Legacy siloed point solutions prevent wealth management firms from delivering proactive, holistic tax guidance
It’s time that advisors have the tools they need to deliver the accurate, personalized tax services their clients expect
An Integrated Tax Platform purpose-built to wealth management firms meet all of their clients’ tax needs throughout the year
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Filing
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Deepen client relationships with an Expert preparation and filing experience, led by april’s team of credentialed Tax Professionals.
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Filing
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Deepen client relationships with an Expert preparation and filing experience, led by april’s team of credentialed Tax Professionals.
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Planning
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Generate precise, real-time tax impact calculations to optimize financial decision making throughout the year.
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Planning
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Generate precise, real-time tax impact calculations to optimize financial decision making throughout the year.
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Insights
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Access up to 7 years of client transcript data via IRS API to personalize recommendations and drive lifetime value*.
Insights
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Access up to 7 years of client transcript data via IRS API to personalize recommendations and drive lifetime value<a href="#footer" style="text-decoration:none; color: rgba(255,255,255,0.7);">*</a>.
Stand out with family-office-level tax filing and planning services
Expert Filing
Deepen client relationships with a premium, professionally prepared tax filing experience.
- Deliver the white-glove, high quality service your clients expect with the ability to track and directly manage client filings.
- Enable frictionless, three-way collaboration between filers, financial advisors and april Tax Pros throughout the process.
- Minimize operational overhead with april's Tax Pros handling preparation, and a dedicated concierge team answering any questions along the way.
Transcript Data & Insights
Inform tax-optimized growth and investment strategies throughout the year.
- Use AI to query client data and identify specific client insights.
- Drill down into asset-specific details across all tax forms.
- Develop robust and tailored financial plans with tax-aware recommendations that deliver value across the client lifecycle.
Tax Impact Simulations
Power more strategic, tax-aware investment decisions with real-time, precise tax impact calculations.
- Optimize year-round decision making with personalized tax simulations for key financial events across equity, Roth conversions and retirement income.
- Ensure accurate outputs powered by april’s IRS-approved tax engine and based on a client’s available data.
- Simulate different scenarios, like changes to a client’s income or filing status, to understand their impact on key metrics like AMT.
Control the experience — and the economics
Make tax integration work for your business model with full flexibility on branding, delivery, and pricing.
Monetize
Offer filing and advisory services as premium add-ons to create new revenue streams.
Reward
Use tax as a loyalty driver by offering it free to high-value clients to increase retention and stickiness.
Turn a once-a-year headache into a strategic advantage
Taxes are the key to building loyalty, driving differentiation, and owning every financial moment.
For more details on coverage, please visit the april Filer legal page.
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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.
2. 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.
3. 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.
4. 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.
*with client consent