april Demonstrates Growing Demand for Embedded Tax Filing with 2025 Season Results

Embedded tax infrastructure provider becomes 8th largest online tax provider in the U.S., processing 1.4 million returns and $2 billion in refunds and payments

New York, NY– April 23, 2026–april’s 2025 tax season results underscore the rapid adoption of embedded tax filing as a core part of the modern financial experience, as more institutions bring filing and planning directly into the platforms their customers already use and trust.

After just four years of partnering with financial institutions and wealth management platforms, april has become the 8th largest online tax provider in the United States, processing:

• 1.4 million federal and state tax returns

• $2 billion in tax refunds and payments

• 8 million pages of tax forms, using AI to extract and organize data

Throughout the season, april maintained a Net Promoter Score (NPS) of 76, reflecting the impact of deeply integrated, tax-aware financial journeys and simplified workflows for filers.

“Tax filing and planning should live inside the financial platforms American taxpayers already use, not in a separate, disconnected experience,” said the april team. “This season showed that embedded tax infrastructure delivers measurable value for both institutions and their customers.”

AI-native capabilities that redefine the filing experience

To help partners turn one of the most complex financial workflows into a more intuitive, integrated experience, april delivered a set of AI-driven capabilities designed to make filing faster, simpler, and more accurate:

• AI-powered return review for Tax ProsAt the end of the season, april introduced an AI return review that automatically ingests a taxpayer’s information across the platform and proactively identifies potential errors and savings opportunities. The feature is currently available to tax professionals using April’s platform to prepare professional returns, helping them deliver high-quality outcomes at scale while retaining human judgment and oversight.

• Automatic prefill and AI extraction of tax form dataapril automatically prefilled key details that a financial institution already has on file — including personal information, account details, and relevant financial data — directly into the filing experience. Taxpayers could also upload tax documents in bulk, while april’s proprietary OCR technology recognized those documents and prefilled relevant data fields. This automation reduced manual entry, lowered the risk of error, and accelerated time to completion.

• Dynamic tax dependency graph to shorten the interviewapril’s dynamic tax dependency graph cuts unnecessary questions in real time, tailoring the flow to each filer’s unique situation. Instead of pushing every taxpayer through the same long interview, the system asks only what is relevant, helping reduce the effective filing journey from hours to minutes.

• AI-assisted issue resolution and supportapril scaled its in-app chatbot to answer customer questions, achieving a 70% resolution rate. For professional filing, the platform automatically scanned user questions and generated draft answers based on each filer’s data for tax professionals to review and approve, blending AI efficiency with licensed experts’ oversight.

Embedded tax delivers value for institutions and their customers

For financial institutions and wealth management platforms, embedded tax has become a strategic differentiator, enabling:

• Deeper customer engagement, as tax filing becomes a natural part of the broader financial relationship

• More tax-aware financial journeys year-round, with data and insights captured during filing feeding planning, saving, and investing experiences

• New revenue opportunities, as institutions bring white-labeled, integrated tax services to market without building tax infrastructure in-house

For consumers, embedded tax filing offers a more seamless experience with fewer logins, fewer repetitive questions, and smarter use of the financial data that already exists within their primary platforms.

“This tax season was about more than performance metrics,” the april team added. “It proved that embedded tax filing can be simpler, smarter, and more tightly connected to people’s financial lives.”

If you are exploring how to bring tax filing and planning into your product experience, april’s embedded tax infrastructure makes white-labeled, deeply integrated tax journeys possible.

Based on 2024 tax year IRS data.

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge.