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News
april adds IRS tax data to platform as more RIAs seek a tax service edge
Advisors gain a direct line to client tax transcripts as new data shows tax services increasingly separate top-performing firms from the pack.
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Robinhood Takes on Tax Season With a New Suite of Services
Robinhood launches two new tax benefits: free DIY tax filing for all through april tax solutions, and complimentary, professionally managed tax and estate services for eligible Robinhood Concierge customers
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Freedom Debt Relief provides free federal and state online tax filing services from april
/PRNewswire/ -- Freedom Debt Relief, one of the largest and longest-running providers of debt settlement services in the U.S., is now offering free federal and...
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10 experts predict what's next for AI in wealthtech
Artificial intelligence will continue to move from the financial advisors' back offices to the front, experts in the wealth management industry say.
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How Financial Advisers Can Deliver a True Family Office Experience
The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and the tech to serve their clients.
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April scores $38M in funding
April, a tax program that leverages AI, has closed $38 million in Series B funding, led by QED investors.
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Fintech April raises $38M Series B to simplify U.S. tax filing
The Israeli startup says it now reaches millions of Americans with faster tax filing.
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april Raises $38M to Embed Tax Intelligence into Every Financial Decision
Tax is countercyclical-compliance doesn't disappear in a downturn," says april CEO Ben Borodach, whose embedded tax platform just secured a $38M Series B led by QED Investors. While legacy tax companies struggle with outdated infrastructure, april achieve
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Carry Expands Tax Savings Platform With Anticipated New Filing Service for Entrepreneurs
Fintech platform Carry launches integrated tax filing service with expert guidance for entrepreneurs, connecting tax savings tools with professional preparation
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Applied AI: Using AI to Go From Insights to Execution
Daniel Marcous joins Pete Buer to discuss how AI is transforming tax preparation, reducing complexity, and building trust in financial AI products.
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