april is offers smarter tax solutions that are built to be white labeled and embedded into existing financial apps. Customers can receive year-round tax insights and opportunities to optimize, preventing unexpected surprises and speeding up the filing process come tax season. By embedding april, all the clients have seen increased product engagement, MAU, and significant deposit growth, with an average of 94.8% tax refund deposit capture.
"We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place. Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level."




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