april

The tax code is over 14 million words long ?? No one is reading it—but everyone is affected by it Every financial decision has tax implications, but most people don’t see them until it’s too late. We integrate tax intelligence directly into financial platforms, so individuals and businesses understand tax impacts *before* they make a move. And when it’s time to file? The data is already there—pulled from the financial accounts people use every day—making filing faster, easier, and more accurate. april Co-founder and CEO Ben Borodach sat down with Nico Simko from Clair to talk about our "tax copilot" and how we built national coverage at record speed. Full episode in the comments below ??

Maximizing tax advantages—now with built-in expert filing For business owners and high earners, tax-advantaged accounts are just one piece of the puzzle—filing efficiently and making tax-smart decisions year-round is just as critical. That’s why Carry is launching aprilPro in their platform this year, bringing professional tax filing to their members. ???? Work with a U.S.-based tax pro—right inside Carry ?? Auto-import Solo 401(k) contributions—fewer forms to handle ?? Quarterly tax forecasting and strategy sessions coming later this year Carry customers manage more complex tax obligations than the average filer. Now, they can file with confidence—with a tax pro who understands their personal and business taxes, plus upcoming tools for quarterly tax planning and forecasting to help them stay ahead of tax obligations. “Our mission at Carry is to help people grow their net worth by saving money on taxes,” said Ankur Nagpal, CEO of Carry. “Partnering with april means our customers can now handle their taxes with the same ease as their investments.” Read more in the full blog post, link in the comments below. #taxtech #fintechpartnerships #taxplanning

More and more taxpayers are leaving legacy providers behind— because they deserve better. Filing taxes shouldn’t mean wrestling with disconnected systems, manual data entry, and hours of unnecessary work. The IRS reports that it takes non-business taxpayers 13 hours to file. But with april, the majority of users finished in under 1 hour. That’s not just faster—it’s a smarter way to file. ? Embedded tax filing connects directly to existing data—april pulls in relevant financial data from partners to reduce manual entry and ensure accuracy. ? Automated document processing eliminates friction—april leverages API integrations like Atomic and proprietary OCR technology, allowing users to snap a picture of paper forms. ? Smart routing minimizes complexity—with nearly 1,900 possible tax questions, april’s system showed taxpayers an average of just 36 screens to complete their federal AND state filings. The result? A seasonal Net Promoter Score (NPS) of 60+, with taxpayers raving about the experience. For financial product managers, tax filing isn’t just an add-on—it’s an opportunity to increase client LTV and loyalty. When tax season is integrated and intuitive, clients keep coming back. The shift is happening. Will you be part of it? #taxtech #fintech #AIpowered

The april team is heading to ?? Miami for Future Proof next week! We’ve even tucked something special into attendees' bags—keep an eye out for a mysterious black bag with our logo on it. ???♂? Future Proof is all about the future of wealth management, and tax is the missing link in truly holistic financial services. Here’s how we’re changing that: 1. Turn tax into an advantage – From liquidity events to annual planning, real-time tax insights power smarter decisions 2. Redefine tax filing – Move beyond compliance and make tax a seamless, integrated part of wealth management 3. Capture every opportunity – With embedded tax intelligence, your platform becomes the go-to financial hub We help wealth firms own every financial moment by embedding tax into their platforms—so clients get better outcomes, and firms unlock new value. If you're headed to Miami, let’s connect. DM us to set up a meeting! #FutureProof #WealthManagement #TaxTech

If you’re looking for ways to deliver personalization at scale without compromising accuracy, check out the recent conversation with our co-founder and CTO, Daniel Marcous, on Knownwell's AI Knowhow Podcast. In this episode, Daniel breaks down how april is using AI to personalize and democratize tax planning—while combining human oversight and subject matter expertise to avoid pitfalls like AI hallucination. How else are companies using AI responsibly in regulated industries? Take a listen and let’s discuss! ??

Tax filing drives many Gen Z’ers to tears – but Step's partnership with april ensures that those are tears of joy ?? Since launching in January, thousands of users have already started filing their taxes through the Step app, taking advantage of: ? Free filing with no hidden fees ? Getting refunds up to 5 days early when deposited into a Step account ? Speedy, stress-free filing – on average, users see only 36 screens from start to finish We’re proud to support Step’s mission to improve the financial future of the next generation. Learn more about our partnership at the link in the comments ??

Taxes have a reputation—and not always a good one. But with april, your clients might actually look forward to tax season. The feedback we get is clear: taxpayers who switch to april love the simplicity, the support, and the results. When you provide easy-to-use tax software and robust filing services, you become more than just a service provider—you become their tax hero. Ready to change the way your clients feel about taxes? #TaxHero #april

If taxes aren’t part of your financial strategy, you’re leaving money on the table ?? april CEO and Co-founder Ben Borodach sat down with Jared S. Taylor on the Slice of Finance podcast to talk about why taxes shouldn’t just be a once-a-year obligation—they’re a powerful lever to improve financial outcomes. Ben shared how april is helping financial professionals integrate tax planning into their services, giving their clients a clearer, more complete financial picture year-round. It’s about turning tax season from a deadline into a value-add. ?? Listen to the full conversation—link in the comments. #fintech #embeddedfinance #taxplanning

We're proud to announce that april is the first new company in over 15 years to secure e-file licenses to enable Americans to file taxes in 50 jurisdictions. Many said it couldn’t be done, but our team made history—and did it in record time. This isn’t just a win for april; it’s a transformative moment for the entire tax software industry. Our AI-driven approach to building tax software is redefining what’s possible, breaking through legacy barriers, and introducing a streamlined, white-labeled, embedded filing experience. To the brilliant teams at april who made this happen—thank you. Your dedication, innovation, and grit made this achievement possible. And to our partners—thank you for believing in our vision and joining us on this journey. Read the full announcement at the link in comments below ?? #taxnews #fintechnews #ai #innovation

Taxes have traditionally been disconnected from broader financial planning. Compound just flipped the script by embedding aprilPro and DIY Filer directly into their wealth management platform. By bringing everything together in one place, Compound is integrating tax planning into clients’ full financial strategy. Whether clients want an easy DIY filing process, or have a more complex situation and want both the convenience of a digital process and the confidence of a tax pro filing on their behalf, Compound has them covered. As Compound Co-Founder and CEO Christian Haigh put it, "We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place. Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level." Read more about Compound’s approach at the link in the comments ??