april

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.

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

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

• Embedded tax platform
• Tax filing software
• Tax planning tools
• Wealth management technology
• Fintech infrastructure

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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.
3. 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.
4. 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.
5. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core 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

Named customers17 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability6 records

Feature10 records

Partnerships

17 partnerships are on record, tiered core.

• RobinhoodcoreTechnology or Integration · 26 February 2026Robinhood 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 WealthcoreTechnology or Integration · 26 February 2026Savvy Wealth partnered with april for AI-powered tax filings integrated into their wealth management platform.
• AcornscoreTechnology or Integration · 17 February 2026Acorns 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 ReliefcoreTechnology or Integration · 11 February 2026Freedom 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.
• PayPalcoreTechnology or Integration · 20 January 2026PayPal 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 MarketcoreTechnology or Integration · 13 November 2025Nasdaq 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.
• GustocoreTechnology or IntegrationGusto partnered with april to embed tax products into Gusto Wallet employees, offering the Paycheck Optimizer and full suite of tax planning products.
• TongocoreTechnology or IntegrationTongo embedded april's tax estimator to help 1099 workers make quarterly tax payments and avoid penalties, serving commission-based real estate professionals.
• PercapitacoreTechnology or IntegrationPercapita introduced tax planner and filer powered by april, adding tax estimation and filing capabilities to its financial wellness platform.
• EsusucoreTechnology or IntegrationEsusu expanded embedded tax capabilities with april, providing AI-powered tax filing experience for renters to ensure they get maximum refunds at no cost.
• CarrycoreTechnology or IntegrationCarry 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 PlanningcoreTechnology or IntegrationCompound Planning streamlined tax filing capabilities by embedding april's filer and pro offerings into their RIA platform.
• BlossomcoreTechnology or IntegrationBlossom partnered with april to help credit unions boost deposits through seamless tax filing, providing members high-impact tax services that strengthen financial relationships.
• StepcoreTechnology or IntegrationStep added free tax filing through april partnership to expand its financial product suite for teens and young adults, promoting financial literacy.
• WavvestcoreTechnology or IntegrationWavvest integrated april's tax filing functionality into their platform, broadening the scope of digital wealth management services advisors can provide.
• FacetcoreTechnology or IntegrationFacet added tax filing to its next-generation financial planning platform through april partnership.
• ChimecoreTechnology or IntegrationChime offers free in-app tax filing through april partnership.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/getapril_tax
• LinkedInlinkedin.com/company/apriltax

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors10 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about april