Location
Headquarters: New York, New York, United States, North America
Region: New York
Country: US
Continent: North America
About
april is a fintech company that provides embedded tax solutions for modern financial platforms. its AI-powered tax engine enables platforms to offer tax filing, tax planning, and tax estimation with white-label customization and low-latency APIs. the company targets wealth and investing, SMB and gig platforms, and banking and credit sectors, aiming to make tax a core part of holistic financial services. headquartered as a global tax technology provider, april emphasizes seamless integration and tax-aware decision making within customer platforms.
april provides an AI-powered tax technology platform that enables financial institutions and platforms to embed tax filing, planning, and estimation services. The company offers white-label solutions with low-latency APIs, targeting banking, wealth management, and gig economy sectors to integrate tax awareness into broader financial products.
April Tax Solutions
2021
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Series B
40000000
1m-10m
private
Investors
Founders
Ben Borodach
Daniel Marcous
Leadership
Technology Stack
Products
The Filer: A white-labeled tax filing solution that enables users to file federal and state tax returns with options for DIY, professional review, or full-service preparation.
Tax Planning Tools: Tools that provide real-time tax forecasting and estimation to help users make informed tax-advantaged financial decisions throughout the year.
Tax Transcripts Access: A service providing advisors and clients with access to comprehensive historical tax data to enhance onboarding and personalized financial planning.
The Estimator: A tool that provides users with federal tax refund estimates and tax liability forecasts based on current financial data.
The Optimizer: A tool that helps users optimize their paycheck withholding to improve financial health by adjusting tax withholdings based on estimated tax liabilities.
Tax Pros On Demand: A service offering access to certified tax professionals for consultations and assistance with complex tax situations.
Funding rounds
Series B · $38M · (2025-07-23) · Lead: QED Investors
Series A · $30M · (2022-06-29) · Lead: Treasury
Seed · $10M · (2022-01-18) · Lead: Team8
