april
april is an AI-powered embedded tax technology platform that enables wealth managers, banks, fintechs, and SMB platforms to offer white-labeled tax filing, planning, and forecasting to their end users via API and SDK integration.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What april does
April is an embedded AI tax technology provider that enables financial platforms to offer white-labeled tax filing, planning, and forecasting capabilities to their end users via API and SDK integration. Founded in 2021 in New York by Daniel Marcous (former Waze CTO) and Ben Borodach (former Deloitte strategist), the company operates a B2B2C infrastructure model targeting wealth management firms, fintech platforms, banks and credit unions, payroll providers, and SMB/gig-economy platforms. April achieved IRS-authorized e-file status with nationwide coverage across all 50 states in early 2025 — the first new firm to do so in over 15 years — and now serves more than 50 partner applications including Robinhood, PayPal, Acorns, Chime, Freedom Debt Relief, Gusto, and Nasdaq Private Market.
april firmographics
Firmographics- Name
- april
- Legal name
- April Tax Solutions Inc.
- Website
- http://www.getapril.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- april is an AI-powered embedded tax technology platform that enables wealth managers, banks, fintechs, and SMB platforms to offer white-labeled tax filing, planning, and forecasting to their end users via API and SDK integration.
- Ownership category
- akta.pro rank
april industry classification
Industry- Product category
- Embedded Tax Technology Platform
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
- akta.pro secondary industries
- Tax Compliance, Filing & VAT/GST Automation (SME) (FSAGAJAJ), Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE)
Keywords
Where april is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
april business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- B2B Embedded Tax Platform: april embeds its tax engine into partner platforms (Robinhood, PayPal, Acorns, etc.) who offer free or paid tax filing to their customers. Partners may absorb costs as customer acquisition/retention tool or pass through fees.
- Wealth Management Platform: Utilization-based pricing model rather than preparation volume, with functionality available à la carte to accommodate wealth management firms with varying needs. Early access being offered to wealth management firms.
- SMB and Gig Platform Services: Partners can offer tax filing or advisory services as standalone paid add-ons, or bundle into premium tiers to increase subscription revenue.
- Banking Partnership Revenue: Banking partners (credit unions, neobanks) use flat fee or premium tier models to offer tax capabilities as high-utility upgrade drivers, increasing ARPU and retention.
- Tax Return Data Access: Access to historical tax transcripts and structured IRS data with 5 years of tax, wage, and income history, helping advisors and investors make informed decisions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Partner-subsidized free filing |
| Subscription | Annual | Utilization-based pricing for wealth management |
| Subscription | Annual | Flat fee option for banking partners |
| Subscription | Annual | Premium tier bundle |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
april product offering
Product offeringCore offering
april provides an embedded AI-powered tax engine that financial platforms integrate via SDK, API, or hosted URL to offer white-labeled tax filing, tax planning, refund optimization, and tax forecasting directly within their own applications. The platform is IRS-authorized with national e-file coverage across all 50 states and serves as B2B infrastructure for fintechs, wealth managers, banks, and SMB/gig platforms.
Product overview
april is an embedded AI tax platform that operates as a B2B infrastructure provider, offering a platform-plus-modules architecture. The core offerings include The Filer (AI-powered white-labeled tax filing with DIY, Pro Review, and Pro Filing tiers), The Estimator (real-time quarterly tax payment planning for gig/SMB users), The Optimizer (refund investment automation), and Tax Forecasting (what-if scenario modeling). An Integrated Tax Platform launched in early 2026 wraps these capabilities for wealth management firms. The proprietary aprilOSTM platform powers the AI tax engine, enabling natural language processing, document extraction, and automated tax calculation across all products. april serves three primary industry verticals: wealth management and investing, SMB and gig platforms, and banking and credit providers.
Differentiator
Problem solved
Functional benefit
Brands
- aprilOS: Proprietary internal tooling platform used by April's tax experts to build tax logic and product flows, powered by collaborative AI to handle growing tax law.
Quantifiable outcome
- Median filing time reduced to 22 minutes from IRS average of 13 hours (6x faster)
- +6 more outcomes
Companies that use april
Customer profileNamed customers17 records
Segments5 records
Ideal customer profiles4 records
april technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability6 records
Feature10 records
april partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core.
- RobinhoodcoreRobinhood partnered with april to provide AI-powered tax filing services to its customers. April managed over $1 billion in refunds during the 2024 tax season.
- Savvy WealthcoreSavvy Wealth partnered with april for AI-powered tax filings integrated into their wealth management platform.
- AcornscoreAcorns partnered with april to offer free federal and state tax filing to all Acorns Gold customers, enabling users to file taxes in minutes and automatically invest their refunds.
- Freedom Debt ReliefcoreFreedom Debt Relief partnered with april to offer free federal and state tax filing services to its clients using april's AI-powered platform, helping clients focus on debt relief efforts.
- PayPalcorePayPal partnered with april to offer free federal and state DIY tax filing for U.S. PayPal Debit Mastercard customers starting with the 2025 tax year. Service saves users approximately $160 in typical filing costs with average filing time under 20 minutes.
- Nasdaq Private MarketcoreNasdaq Private Market partnered with april to launch a real-time, personalized tax calculation product for equity transactions, helping investors and advisors understand tax implications of liquidity events.
- GustocoreGusto partnered with april to embed tax products into Gusto Wallet employees, offering the Paycheck Optimizer and full suite of tax planning products.
- TongocoreTongo embedded april's tax estimator to help 1099 workers make quarterly tax payments and avoid penalties, serving commission-based real estate professionals.
- PercapitacorePercapita introduced tax planner and filer powered by april, adding tax estimation and filing capabilities to its financial wellness platform.
- EsusucoreEsusu expanded embedded tax capabilities with april, providing AI-powered tax filing experience for renters to ensure they get maximum refunds at no cost.
- CarrycoreCarry partnered with april to bring professional tax filing and tax planning directly to its platform, enabling customers to handle taxes with same ease as investments.
- Compound PlanningcoreCompound Planning streamlined tax filing capabilities by embedding april's filer and pro offerings into their RIA platform.
- BlossomcoreBlossom partnered with april to help credit unions boost deposits through seamless tax filing, providing members high-impact tax services that strengthen financial relationships.
- StepcoreStep added free tax filing through april partnership to expand its financial product suite for teens and young adults, promoting financial literacy.
- WavvestcoreWavvest integrated april's tax filing functionality into their platform, broadening the scope of digital wealth management services advisors can provide.
- FacetcoreFacet added tax filing to its next-generation financial planning platform through april partnership.
- ChimecoreChime offers free in-app tax filing through april partnership.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
april competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
april social profiles
Digital presenceapril compliance and trust
Trust signalCompliance5 records
april financial estimates
Financial estimateRevenue estimate
Valuation estimate
april leadership team
Management profileNumber of profiles
Profiles3 records
april funding detail
Funding detailFunding overview
Funding rounds3 records
Investors10 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
april M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about april
What does april do?
april provides an embedded AI-powered tax engine that financial platforms integrate via SDK, API, or hosted URL to offer white-labeled tax filing, tax planning, refund optimization, and tax forecasting directly within their own applications. The platform is IRS-authorized with national e-file coverage across all 50 states and serves as B2B infrastructure for fintechs, wealth managers, banks, and SMB/gig platforms.
Is april a public or private company?
april is a private company. It is classified as venture growth investor backed and is currently operating.
When was april founded?
april was founded in 2021. It employs 51 to 100 people.
Where is april based?
april is headquartered in New York, United States, in the North America region.
How does april make money?
Five revenue lines are on record. B2B Embedded Tax Platform is the primary driver. The others are wealth Management Platform, SMB and Gig Platform Services, banking Partnership Revenue and tax Return Data Access.
Does april have an API?
Yes. april offers an adaptive SDK and hosted solution for embedding full-stack tax products into applications. The platform supports real-time data ingestion (to pre-fill fields and streamline questions) and real-time data out (bringing tax data points into a holistic financial view). The SDK supports Android, iOS, and React Native integrations. april also offers a payroll API integration for accelerating tax estimations with payroll data connections. Integration is available via APIs and SDKs for partner platforms. Developer documentation is at www.getapril.com/for-developers.
What industry is april in?
april's product category is Embedded Tax Technology Platform. Its primary akta.pro industry code is FSAGADAJ, Tax Planning & Personal Tax Optimization Tools, with a secondary code of FSAGAJAJ, Tax Compliance, Filing & VAT/GST Automation (SME). Its NAICS code is 5412 and its SIC code is 7370.