April
Embedded, year-round AI tax platform for financial apps.
About
April is an embedded tax platform (B2B2C) that lets banks, payroll providers, and wealth apps offer tax filing, planning, and forecasting inside their own products. Its AI engine pre-fills returns from partner data — median filing time of 22 minutes — and it was the first new company in 15+ years to secure national e-file coverage across all 50 states.
Strengths: API-first infrastructure, $78M raised, and NPS reportedly above 60. Limitations: it sells to partners, not directly to taxpayers, and coverage is US-only.
What it can do
- Embedded AI tax filing (all 50 states)
- Real-time tax planning and forecasting
- Document upload with AI data extraction
- Pro-assisted and pro-led filing services
- White-label tax tools for partners
- API-first tax infrastructure
Setup
- Contact April's partnerships team to scope your use case.
- Integrate the tax API and white-label filing flow into your app.
- Connect partner financial data for pre-fill.
- Launch filing, planning, or pro-assisted services to your users.
Prerequisites
A financial platform with US users; partnership agreement.
Use cases
Works with
Trust score — 7/10
Scored 7/10 (metrics tier, metrics-v1). Evidence: $78M total raised; first new national e-filer in 15+ years; Hundreds of thousands of returns processed reported; B2B2C — not sold directly to taxpayers; US-only. License: Proprietary SaaS..
How the trust score is built
Full methodology →- Adoption · stars/downloads, log-scaled vs peers
- 7.0/10
- Maintenance · recency, releases, issue load
- 7.0/10
- Openness · license + docs
- 5.0/10
- Manual review · sanity read + red-flag check
- 7.0/10
- · $78M total raised; first new national e-filer in 15+ years
- · Hundreds of thousands of returns processed reported
- · B2B2C — not sold directly to taxpayers
- · US-only
Sources
Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.