april Information

Taxes aren’t just another feature — they’re the key to delivering a complete and connected financial experience. april’s suite of smarter tax products is designed to be embedded and white labeled into existing digital platforms: ➡️ Filing suite – A comprehensive range of services, including DIY tax filing software, tax pro reviews and consultations, and tax pro-led filing ➡️ Tax planning suite – Built to address key unmet tax needs, from paycheck optimization to tax liability calculations for liquidity events ➡️ Onboarding acceleration – Simplifies client onboarding with robust historical data via tax transcript retrieval By integrating tax intelligence at every financial touchpoint, firms can build loyalty, drive differentiation, and own every financial moment.