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 ??
article here: https://www.businesswire.com/news/home/20250220927664/en/Compound-Planning-Adds-Tax-Fil[…]o-Client-Dashboard-Streamlining-How-Advisors-Manage-Wealth