april company profile
The embedded tax platform built for wealth management firms, banks and SMB platforms
About april
april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to manage money. In 2025, april's AI-powered Tax Engine became the first in more than 20 years to receive full IRS e-file authorization, joining only 10 other providers nationwide. Built on this engine, april’s suite of tax solutions transforms tax from a backward-looking compliance function into a continuous, compounding source of firm growth: Filing: DIY and Expert tax filing, white-labeled and embedded in our platform. Planning: Precise, real-time tax impact simulations for important financial decisions like equity transactions, Roth conversions and retirement income. Insights: Actionable growth opportunities that drive lifetime value and are based on verified IRS data.
Mission and direction
April builds an embedded, year-round tax platform for financial services and software companies, combining AI-powered filing, planning, and tax insights to make tax more connected, contextual, and accessible. By integrating directly into partner platforms, April helps businesses deliver accurate tax outcomes, improve customer value, and turn tax into a strategic growth driver.
Company values
- Customer empathy
- Accuracy
- Innovation
- Collaboration
- Speed
- Ownership
- Detail-oriented
- Partner-first