april

april

The embedded tax platform built for wealth management firms, banks and SMB platforms

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Industry
Financial Services
Company size
98 people
Headquarters
New York, NY +1 more
Founded
2021
Type
Privately Held
Total funding
$78.0M

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. To learn more, visit www.getapril.com.

Taxes AI Technology Embedded Finance Fintech Financial Technology Artificial Intelligence Wealth Management Financial Planning Wealth Tech Tax Insights Tax Planning

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