New integrated solution enables wealth management firms to offer automated tax filing while driving deeper tax-aware planning and practice efficiency

april, the embedded, AI tax platform, today announced the launch of a new integrated tax platform built specifically for high-integrity wealth management and advisory firms. The first-of-its-kind platform gives financial advisors a real-time view into client tax workflows, documents and insights while enabling a more efficient filing process—turning tax planning and filing into a consistent source of growth opportunities across the firm.

“Wealth management firms are looking for ways to deliver high-quality tax analysis without building or scaling a tax practice from scratch,” said Ben Borodach, co-founder and CEO of april. “By making our AI-driven tax engine available to wealth management firms, we are giving advisors a way to offer high-touch tax services, while maintaining a clear line of sight into every calculation, and surfacing new planning conversations from that work.”

“Taxes shouldn’t sit in a separate, opaque workflow,” added Raj Doshi, april’s President and COO. “Our platform is built so financial advisors, tax professionals, and clients can all work from the same source of truth—documents, deadlines, payments, and insights, inside an environment designed for wealth management firms.”

Advisor visibility, practice management, and planning opportunities

The new offering is built to provide advisor visibility and practice management capabilities year-round, alongside tax preparation during filing season.

Key features include:

• Advisor visibility: An integrated dashboard gives advisors real-time transparency, document visibility, and post-preparation financial insights to drive additional value for its clients.
• Tax planning: Tools for advisors and tax professionals to run precise tax simulations for key financial events, such as equity compensation, purchases or sales of concentrated stock positions, Roth conversions, and estimated payments.
• Practice management for tax filing: Tools for tax professionals, advisory teams, and administrative staff to assign, manage, monitor, and execute tax preparation across the firm, helping practices run more efficient tax operations at scale.

Powered by april’s nationwide AI tax engine, now available to in-house tax teams

The integrated tax platform is built atop april’s nationwide tax coverage and trusted AI-powered tax engine, and originally created to help financial advisors stay in the loop while offering clients a fully managed, hands-off tax filing experience in which april’s U.S.-based, credentialed tax professionals prepare and file the return.

Already used to prepare filings on behalf of millions of taxpayers, and backed by an NPS of 78, april’s tax engine has enabled its tax professionals to reduce preparation time by approximately 50%—through features like dynamic auto-fill and AI that extracts and prefills data from uploaded documents.

Building on this momentum, april is now enabling wealth management firms with in-house tax teams to leverage the same filing engine to realize similar efficiency gains.

The launch makes april the first firm in approximately 25 years to introduce a new, modern tax platform purpose-built for tax professionals, signaling a major shift in how advisory and tax teams can collaborate on behalf of clients.

About april
april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge.

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