april
Embedded US tax filing, planning and transcript data for fintech, banking and wealth platforms, with AI features
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About april
april is a US tax technology company whose products are embedded in other financial platforms rather than sold to taxpayers directly. It offers three product lines: Filing, customisable self-serve or professionally prepared tax filing with AI features aimed at reducing errors; Planning, which calculates the tax impact of decisions such as equity transactions, Roth conversions and retirement income and answers tax questions with AI; and Data and Insights, which gives access to up to seven years of IRS transcript data with the taxpayer's written authorisation.
The company says it was the first new firm in over 15 years to receive IRS e-file authorisation in all 50 states, and cites SOC 1, SOC 2 and TRUSTe certifications. Named customers include Nasdaq Private Market, Robinhood and PayPal. In February 2026 it launched an AI tax tool for RIAs and wealth management firms, with Robinhood and Savvy Wealth among the platforms set to integrate it. It raised a $30 million Series A led by Treasury and a Series B of around $38 million led by QED Investors in 2025.
It is positioned at wealth managers, banks, fintechs and gig-economy platforms, not at accounting practices, and has no UK relevance.
Key Features
- Embedded self-serve or professionally prepared filing with AI error checks
- Tax planning for equity transactions, Roth conversions and retirement income
- Up to seven years of IRS transcript data with taxpayer authorisation
- IRS e-file authorisation in all 50 states
- SOC 1, SOC 2 and TRUSTe certified
Our in-depth review
april is unusual in this directory because accountants are not its buyers. It builds the tax engine that sits inside other people's apps: a brokerage offering in-app filing, a bank offering free returns to debit cardholders, or a wealth platform showing an adviser the tax effect of a Roth conversion. For an accounting firm, it matters mainly as a competitor for simple returns and as a data source.
What it does well. Owning its own IRS e-file authorisation in all 50 states is a real moat, and the company says it was the first new entrant to achieve it in more than 15 years. Distribution through Robinhood, PayPal and Nasdaq Private Market puts it in front of far more taxpayers than any practice tool. The planning engine is the most relevant piece for advisers: modelling equity sales, Roth conversions and retirement income at the point of decision is exactly where tax value is created. SOC 1 and SOC 2 reports are what a regulated platform partner would expect.
Where it falls short. There is no product an accounting practice can sign up for, no published pricing and no integration with tax preparation or practice management software. Its AI filing claims are the company's own. For firms, it is more threat than tool: free embedded filing inside a bank or brokerage app pulls simple individual returns away from small practices. Funding figures also vary by source, which makes its scale hard to judge.
Best for. Wealth management firms, RIAs and financial platforms that want to embed tax filing or planning for their customers. An RIA evaluating the February 2026 adviser tool should test the planning outputs against a CPA's own calculations on a few real client scenarios before relying on them. CPA firms looking for AI tax preparation should look at Accrual, Black Ore or Filed in this directory, and research teams at Blue J or Bizora.
Verdict. A well-funded embedded tax engine with genuine IRS credentials and big-name distribution, but it serves financial platforms rather than accountants, so most practices should watch it rather than buy it.
At a glance
- Category
- Tax prep
- Best for
- 50+ practice
- Editor's score
- 4.2 / 5
- Pricing
- Custom pricing on request (platform partnerships only)
- Last verified
- 2026-10-10
Well-funded embedded tax engine with genuine IRS e-file credentials, but it serves financial platforms, not accountants.
Integrations
- API
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