april adds IRS tax data to platform as more RIAs seek a tax service edge

april, the startup billing itself as an embedded tax platform for wealth management firms, has expanded its Integrated Tax Platform to give advisory firms access to client-authorized IRS tax data.

The latest enhancement combines that transcript information with april's proprietary tax engine to surface planning opportunities such as Roth conversions, concentrated stock positions and estimated tax payments, according to an announcement from the company Thursday.

The New York-based company, which has reportedly filed more than 1.4 million federal and state tax returns in 2026 through its tax engine, said the new capability lets firms pull historical tax data directly into onboarding, financial planning and ongoing client management workflows, rather than relying on clients to gather and hand over paper returns.

"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," said Ben Borodach, co-founder and chief executive of april, in a statement announcing the update. "By combining client-authorized IRS data with our tax engine, we're helping firms turn tax data into actionable planning opportunities."

Raj Doshi, april's president and chief operating officer, said the move reflects a broader shift in how firms think about tax work.

"For too long, taxes have been treated as an annual, retrospective compliance event instead of a year-round planning opportunity," Doshi said. "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."

april said the new capabilities will be available through its integrated platform launched earlier this year, bolstering its claim as the only company to compbine large-scale tax preparation with AI-powered tax planning around equity compensation, concentrated stock positions, and Roth conversions, among other areas.

Read more: Robinhood, Savvy Wealth tap April for AI-powered tax filings

The company noted that its underlying tax engine received full IRS e-file authorization last year, one of only a small number of providers nationwide to hold that status.

The rollout comes as tax planning has become one of the fastest-growing categories in advisor technology. According to the 2026 T3/Inside Information Software Survey, advisor use of tax planning software climbed to 52.53% this year, up more than 11 percentage points over three years. That marks the second-largest three-year gain of any software category the survey tracks, trailing only estate planning tools. One newer entrant in the survey, TaxStatus – which pulls client information directly from the IRS database – saw its market share jump from 1.46% to 9.22% in a single year.

Read more: TaxStatus's IRS-integrated tool seeks to disrupt tax planning market

Schwab's latest RIA Benchmarking Study found that 88% of firms with $250 million or more in assets under management now offer tax planning and strategy services, with 84% folding that offering into their asset management fee. Tax preparation itself, a newer addition to the study, was offered by 26% of firms, with 31% of those including it in the asset management fee.

Separately, Nitrogen's 2025 Firm Growth Survey found that 95% of advisors regard cross-selling specialized services such as tax and estate planning as key to revenue growth.