Tax technology platform april announced expanded capabilities within its Integrated Tax Platform, providing 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.
Enhanced Capabilities
april‘s co-founder and CEO, Ben Borodach, stated that advisors are increasingly expected to deliver highly personalized guidance, which requires access to accurate financial information. 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.
Borodach said in a statement on Aug. 27 that by combining client-authorized IRS data with their tax engine, they’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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Tax Planning Insights
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 by accessing historical tax data.
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.
Raj Doshi, president and chief operating officer at april, noted that wealth management firms are increasingly looking to deliver family-office-level service at scale, and tax plays a foundational role in making that possible. By making tax data more accessible and actionable, april is helping wealth management firms create more connected client experiences and deliver advice that is proactive, precise, and personalized.
april‘s tax engine and Integrated Tax Platform are designed to provide wealth management firms with the tools and insights they need to deliver highly personalized guidance and support to their clients. They are helping to redefine the role of tax planning in wealth management and enable more effective and efficient financial planning for clients by leveraging client-authorized IRS tax data and advanced tax planning capabilities.
