april
Taxes aren’t just another feature — they’re the key to delivering a complete and connected financial experience. april’s suite of smarter tax products is designed to be embedded and white labeled into existing digital platforms: ➡️ Filing suite – A comprehensive range of services, including DIY tax filing software, tax pro reviews and consultations, and tax pro-led filing ➡️ Tax planning suite – Built to address key unmet tax needs, from paycheck optimization to tax liability calculations for liquidity events ➡️ Onboarding acceleration – Simplifies client onboarding with robust historical data via tax transcript retrieval By integrating tax intelligence at every financial touchpoint, firms can build loyalty, drive differentiation, and own every financial moment.
april
Taxes aren’t just another feature — they’re the key to delivering a complete and connected financial experience. april’s suite of smarter tax products is designed to be embedded and white labeled into existing digital platforms: ➡️ Filing suite – A comprehensive range of services, including DIY tax filing software, tax pro reviews and consultations, and tax pro-led filing ➡️ Tax planning suite – Built to address key unmet tax needs, from paycheck optimization to tax liability calculations for liquidity events ➡️ Onboarding acceleration – Simplifies client onboarding with robust historical data via tax transcript retrieval By integrating tax intelligence at every financial touchpoint, firms can build loyalty, drive differentiation, and own every financial moment.
TL;DR
Product: Embed-first, white-label tax platform offering tax forecasting, filing, transcripts, and onboarding tools
Tech: AI-powered tax engine with real-time data ingestion, low-latency APIs, webhooks, and developer tooling
Customers: Fintechs, banks, and financial platforms (B2B embed integrations)
Funding: Raised a $38M Series B led by QED Investors
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Company Overview
Problem Domain
Embedded tax services and tax intelligence for financial platforms
Founded
2021
Industry
Financial Services
Tech Stack
Funding Track Record
$38M
Investor Signal
“Backed by QED Investors with participation from existing investors including Euclidean Capital, iAngels, NYCA Partners, Team8, Transpose, Treasury, and Industry Ventures”