april, the only embedded, year-round tax platform built to power smarter financial decisions, today announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data. By combining tax transcript data with april’s proprietary, IRS-approved tax engine, firms can gain a more complete view of a client’s financial picture and identify opportunities for precise, tax-optimized financial planning.

“Advisors are increasingly expected to deliver highly personalized guidance. Doing so effectively requires access to accurate, comprehensive financial information,” said Ben Borodach, co-founder and CEO of april. “Tax data is one of the most valuable sources of holistic client insight, yet it has historically been difficult to access and apply at scale. For many American families, gathering and sharing tax information with a financial advisor can be a frustrating, time-consuming process that makes it harder to take full control of their financial lives. By combining client-authorized IRS data with our tax engine, we’re helping firms turn tax data into actionable planning opportunities while making it easier for clients to securely access, share and use their tax information to make informed financial decisions.”

The new tax data capabilities reflect growing demand from advisory firms seeking to move beyond traditional tax preparation and incorporate tax intelligence into onboarding, financial planning and ongoing client management strategies. With access to historical tax data, advisors can better understand complex financial situations and uncover planning opportunities related to events such as equity compensation, concentrated stock positions, Roth conversions and estimated tax payments. As the only company that combines large-scale tax preparation with AI-powered tax planning, april transforms IRS tax data into accurate, personalized insights that advisors can use throughout the year.

With client consent, april securely retrieves IRS tax data and processes it through the company’s tax engine, which filed more than 1.4 million federal and state tax returns in 2026. Firms can access tax data and planning insights directly within their existing software and advisor workflows, enabling deeper customization and adoption without adding another point solution to the technology stack. These capabilities will be available through april’s Integrated Tax Platform, providing firms with a ready-to-deploy solution that requires minimal implementation effort.

“Wealth management firms are increasingly looking to deliver family-office-level service at scale, and tax plays a foundational role in making that possible,” said Raj Doshi, president and COO of april. “For too long, taxes have been treated as an annual, retrospective compliance event instead of a year-round planning opportunity. By making tax data more accessible and actionable, we’re helping wealth management firms create more connected client experiences and deliver advice that is proactive, precise, and personalized.”

The announcement builds on april’s mission to embed tax intelligence into every financial decision and further expands the firm’s Integrated Tax Platform, which helps advisors, tax professionals and clients work from a shared source of truth throughout the year.

About april

april is the embedded tax platform purpose-built for wealth management firms, helping financial advisors transform tax from a backward-looking compliance function into a year-round driver of stronger financial advice and firm growth. In 2025, april’s AI-powered tax engine became the first in 15 years to receive full IRS e-file authorization, joining just 10 other providers nationwide. Paired with a direct IRS data integration, april enables advisors to seamlessly incorporate tax intelligence into every stage of the client relationship.

april’s first-of-its-kind Integrated Tax Platform supports AI-powered workflows and integrated practice management features that make tax a year-round part of the advisory relationship. During tax season, the unified platform helps advisors offer clients a premium, professionally prepared filing experience by streamlining three-way collaboration between clients, financial advisors and tax professionals. Throughout the year, the platform helps advisors uncover tax-efficient planning opportunities, model the real-time tax impact of major financial decisions — including Roth conversions, equity compensation and investment transactions — and deliver more personalized financial guidance.

Backed by $80 million in funding from QED Investors, Nyca Partners and Team8, april processed more than one million federal and state tax returns during the 2025 tax season across more than 50 partners. Built to support the most complex tax situations, april’s Integrated Tax Platform enables seamless collaboration between clients, financial advisors and tax professionals within a single integrated platform.

To learn more, visit www.getapril.com.

*Requires the taxpayer’s written authorization to access transcript data; disclosure of such data to any third party or use for personalization requires the taxpayer’s written consent.

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