April

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April is an AI-powered tax platform that simplifies the tax filing process by embedding its services directly into financial institutions' platforms. This integration allows users to file, estimate, and optimize their taxes seamlessly within the financial apps they already use, transforming tax season into an opportunity for enhanced financial engagement. Key Features and Functionality: - Embedded Tax Solutions: April's white-labeled tax filing services integrate directly into financial institutions' platforms, providing a cohesive user experience without the need for external applications. - AI-Driven Personalization: Utilizing advanced AI, April offers personalized tax filing experiences, dynamically routing users through relevant questions to streamline the process. - Comprehensive Coverage: As a nationally licensed e-file provider, April supports tax filings in all 50 states, ensuring broad applicability for diverse user bases. - Flexible Service Models: April offers various service tiers, including Do-It-Yourself (DIY tax software, Pro Review with professional oversight, and Pro Filing for fully managed tax preparation, catering to different user preferences. Primary Value and User Solutions: April addresses the common challenges of tax filing by reducing the time and complexity involved. By embedding tax services into familiar financial platforms, it enhances user engagement and trust. Financial institutions benefit from increased product engagement, higher monthly active users, and deposit growth, with up to 99% of users depositing their tax refunds into partner accounts. This integration not only simplifies tax season for users but also strengthens the relationship between financial institutions and their clients.