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Embedded tax filing and financial planning
April is an embedded tax filing AI agent offering an AI-powered tax engine that lets fintechs and banks offer tax filing and financial planning in-app. Founded in 2020 and based in New York, New York, USA, April helps fintechs, banks and wealth platforms automate embedded tax filing work and get results faster.
April takes financial data and documents as input and produces tax returns and insights. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as NetSuite, QuickBooks, Plaid and banks, so the agent works inside existing workflows.
April is built for fintechs, banks and wealth platforms. It suits teams that want embedded tax filing and AI tax guidance without adding headcount, while keeping people in control of review and final decisions.
April is often compared with Column Tax. April stands out for embedded tax filing and financial planning. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free Options
Free trial
April for individuals and growing teams. See getapril.com for current pricing.
April for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Embedded tax filing | , | |
| AI tax guidance | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Financial planning | , | |
| IRS-authorized e-file | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
Finance
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API Types
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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