Tax technology platform april announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data.
By combining tax transcript data with april’s proprietary, IRS-approved tax engine, wealth management firms can gain a more complete view of a client’s financial picture and identify opportunities for precise, tax-optimized financial planning, the New York City-based company says.
“Advisors are increasingly expected to deliver highly personalized guidance. Doing so effectively requires access to accurate, comprehensive financial information,” Ben Borodach, co-founder and CEO of april, said in a statement on Aug. 27. “Tax data is one of the most valuable sources of holistic client insight, yet it has historically been difficult to access and apply at scale. For many American families, gathering and sharing tax information with a financial advisor can be a frustrating, time-consuming process that makes it harder to take full control of their financial lives. By combining client-authorized IRS data with our tax engine, we’re helping firms turn tax data into actionable planning opportunities while making it easier for clients to securely access, share, and use their tax information to make informed financial decisions.”
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By accessing historical tax data, advisors can better understand complex financial situations and uncover planning opportunities related to events such as equity compensation, concentrated stock positions, Roth conversions, and estimated tax payments, april says.
With client consent, april securely retrieves IRS tax data and processes it through the company’s tax engine, which filed more than 1.4 million federal and state tax returns in 2026. Firms can access tax data and planning insights directly within their existing software and advisor workflows, enabling deeper customization and adoption without adding another point solution to the technology stack.
“Wealth management firms are increasingly looking to deliver family-office-level service at scale, and tax plays a foundational role in making that possible,” Raj Doshi, president and chief operating officer at april, said in a statement. “For too long, taxes have been treated as an annual, retrospective compliance event instead of a year-round planning opportunity. By making tax data more accessible and actionable, we’re helping wealth management firms create more connected client experiences and deliver advice that is proactive, precise, and personalized.”
More information about april can be found here.
Photo credit: april/LinkedIn
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