April
New York City, US · Founded 2021 · 103 employees on LinkedIn · 6 known investors
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April provides embeddable tax filing and advisory tools that platforms serving small businesses and gig workers can offer as add-ons or bundle into premium tiers. It lets these platforms deliver year-round tax support under their own branding, pricing, and packaging to build holistic financial management for their users.
Also known as April Tax Solutions Inc.
Founders & leadership
April was founded in 2021 by Daniel Marcous and Ben.
Investors · 6
Company profile
researched Aug 2026April (April Tax Solutions Inc.) offers tax software designed to be embedded inside financial applications rather than sold only as a standalone consumer product. Its product line spans three areas: tax filing, where partners can offer customizable self-serve or professionally prepared filing experiences with AI features intended to streamline the flow and reduce errors; tax planning, which calculates the tax impact of financial decisions such as equity transactions, Roth conversions and retirement income and provides guidance based on a client's tax profile; and insights, which uses a tax transcript API to access up to seven years of taxpayer data (with the taxpayer's written authorization) and allows drill-down into asset-specific details across tax forms to inform recommendations and investment strategies.
The company describes its tax engine as nationally licensed, stating it is the first new firm in over 15 years to receive IRS e-file authorization in all 50 states, placing it among roughly ten providers nationwide. It cites SOC 1, SOC 2 and TrustE certifications and a privacy program approved by an IRS-authorized vendor. Consumer-facing filing terms include a refund of preparation fees if an error in April's preparation entitles the filer to a larger refund or smaller liability, reimbursement of up to $10,000 for IRS penalties and interest caused by a mathematical error in its software, and informational (non-representation) assistance in the event of an IRS or state audit letter.
Business model
April sells its tax filing, planning and insights capabilities to financial platforms that deploy them inside their own applications, positioning taxes as an added service line for those partners rather than a separate destination for end users.
Traction
Publishes case studies and executive statements from Nasdaq Private Market, Robinhood and PayPal describing embedded April tax experiences within their platforms.
▸Full profile — market position, technology, go-to-market, geography
Market position
Describes itself as one of roughly ten providers with IRS e-file authorization in all 50 states and the first new firm in over 15 years to obtain it.
Positions tax as a continuous, year-round predictive layer inside financial apps rather than a standalone annual compliance task, and points to nationwide IRS e-file authorization and enterprise compliance certifications (SOC 1, SOC 2, TrustE).
Technology
A tax engine licensed for e-filing in all 50 states, embeddable filing and planning experiences, a tax transcript API providing access to up to seven years of tax data with taxpayer authorization, and AI features used for filing assistance, answering tax questions and querying tax data for insights.
Go-to-market
Partnership-led distribution: April embeds its products within consumer-facing financial applications operated by partners, with named case studies including Nasdaq Private Market, Robinhood and PayPal.
Financial platforms and institutions, with stated industry focus on wealth and investing, SMB and gig-economy platforms, and banking and credit providers; end users are the taxpayers filing through those partners' applications.
Geography
United States, with tax filing coverage across all 50 states.
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 4
launches, deals, and filingsRobinhood's VP of Platforms describes teaming up with April to offer an AI-powered filing experience to customers across income levels.
PayPal's VP of Debit and Money Management describes a partnership enabling customers to streamline tax preparation within PayPal.
Nasdaq Private Market CEO Tom Callahan describes embedding April's real-time tax intelligence into its tender offer platform and SecondMarket.
April states it is the first new firm in over 15 years to receive IRS e-file authorization in all 50 states, joining approximately 10 providers nationwide.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
In the news
Fierce Biotech Fundraising Tracker '26: InduPro assembles $77M; Vaderis nets $152M series Bfiercebiotech.com · Aug 2026▸Research sources · 1
primary sources listed
- Aprilgetapril.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does April do?
- April provides embedded tax filing, planning and tax-data products that financial platforms integrate into their own apps.
- Who founded April?
- April was founded by Daniel Marcous, Ben in 2021.
- Who are April's investors?
- April's investors include Atento Capital, Nyca, Nyca Partners, QED Investors, Transpose Platform Management, Treasury.
- Where is April headquartered?
- April is headquartered in New York City, US.