april

What is april?

April is an AI-powered tax engine designed for modern financial platforms. It enables these platforms to offer integrated tax solutions such as tax filing, tax planning, and tax estimation tools. By embedding april, financial services can deliver a more complete and connected financial experience to their clients.

How does april work?

April integrates seamlessly with existing financial systems through low-latency APIs. Its white-label customization allows platforms to maintain their brand identity while providing advanced tax functionalities. The AI-powered engine ensures accuracy, relevance, and efficiency in handling various tax-related tasks.

Here's a breakdown of the key functionalities:

• Tax Forecasting: Conduct detailed "what-if" scenarios to calculate tax implications, integrated at the point of decision-making. This helps clients make informed, tax-advantaged decisions.
• Tax Filing: Offers a white-labeled tax filing experience. It supports importing client data and provides options for both self-service and professionally-led tax filing processes.
• Tax Transcripts: Provides advisors and clients access to historical tax data and actionable insights, accelerating onboarding and improving tax planning.

Why choose april?

• Comprehensive Financial Services: Taxes are a critical component of overall financial well-being. By addressing taxes, platforms become trusted solutions for clients' most important financial needs.
• Client Loyalty: Integrating tax solutions builds client loyalty and differentiates platforms from competitors.
• Efficiency: April’s AI engine automates and streamlines tax-related processes, saving time and resources.

Who is april for?

April is designed for a variety of financial platforms, including:

• Wealth & Investing Platforms: Enables seamless wealth management by integrating tax insights directly into financial planning.
• SMB & Gig Platforms: Provides convenient and tailored financial services to underserved segments such as commission-based workers.
• Banking & Credit Platforms: Enhances traditional banking services by offering tax planning and filing capabilities.

Real-world examples

Several companies have successfully integrated april into their platforms:

• Percapita: CEO Alex Ehrlich emphasizes the importance of tax planning and filing for financial well-being, highlighting april's ability to provide customers with the necessary tools.
• Tongo: CEO Brandon Wright notes that april allows them to deliver tailored financial services to real estate professionals, a growing and underserved segment.
• Compound Planning: Co-Founder and CEO Christian Haigh emphasizes the seamless wealth management experience created by integrating tax insights with financial planning.

Best way to implement april

To effectively implement april:

1. Assess your platform's needs: Understand your clients' tax-related pain points and identify opportunities to integrate tax solutions.
2. Utilize the API: Leverage april’s API to seamlessly embed tax functionalities into your platform.
3. Customize the experience: Utilize white-label customization to maintain your brand identity.
4. Educate your clients: Provide resources and support to help clients understand and utilize the integrated tax solutions.

By integrating april, financial platforms can offer more holistic, valuable, and competitive financial services, driving client loyalty and capturing new market opportunities. The AI-powered tax engine not only simplifies tax-related tasks but also enhances the overall financial experience for clients.