april Expands Integrated Tax Platform with Precise Tax Planning Insights, Powered by IRS Tax Data

april announced expanded capabilities within its Integrated Tax Platform that give wealth management firms personalized tax planning insights informed by client-authorized IRS tax data.
The company combines tax transcript data with its proprietary, IRS-approved tax engine so firms can gain a more complete view of a client's financial picture and identify tax-optimized planning opportunities.
With client consent, april securely retrieves IRS tax data and processes it through a tax engine that filed more than 1.4 million federal and state tax returns in 2026.
Access to historical tax data is intended to help advisors uncover planning opportunities tied to equity compensation, concentrated stock positions, Roth conversions, and estimated tax payments.
Firms can access the tax data and planning insights directly within their existing software and advisor workflows rather than adding another point solution to the technology stack.
The capabilities reflect demand from advisory firms seeking to move beyond traditional tax preparation and incorporate tax intelligence into onboarding, financial planning, and ongoing client management.
april states that in 2025 its AI-powered tax engine became the first in 15 years to receive full IRS e-file authorization, and that the company is backed by $80 million in funding from QED Investors, Nyca Partners, and Team8.

Knote: It sounds like Intuit and H&R Block need to get their heads off their pillows.