Returning clients should file with april again because they already know the value of Expert Filing — april's guided, Tax Pro-led tax filing experience — and a repeat filing deepens your relationship while keeping tax connected to the rest of their financial plan. This article covers why a repeat filing is valuable for your practice, why returning clients say yes, which clients to contact first, and how to answer accuracy or trust questions.
What's in it for me as an advisor?
There are three reasons to bring Expert Filing back to clients who have filed with you before.
Deepen a relationship you've already strengthened. A returning client already knows the value of a guided, professional filing experience. Offering Expert Filing again reinforces your role as the advisor who helps simplify more of their financial life without requiring you to hire, train, or manage tax staff.
Preserve a high-touch experience at scale. Each return is handled by a Tax Team that includes a credentialed Tax Pro. Each Tax Pro holds an active CPA or EA credential and a valid Preparer Tax Identification Number (PTIN), has at least five years of paid individual tax-preparation experience, and has extensive experience preparing moderate- to high-complexity returns, including those involving multi-state, self-employment, rental, and investment income. An integrated dashboard lets you track the filing and collaborate directly with the Tax Team, so you can stay informed and involved without becoming the bottleneck.
Keep tax connected to the rest of the client's financial plan. With the client's authorization, april's API lets you request filing data from the IRS. That fuller view across tax data, investments, and held-away assets can support more tax-aware investment strategies, cross-sell opportunities, consolidation conversations, and managed-solutions enrollment.
Why will returning clients say yes?
For a previous Expert Filing client, the strongest message is continuity: they can return to a streamlined experience with professional support instead of starting over with a traditional CPA or switching to DIY software.
A familiar, digital process. Clients complete a guided questionnaire, upload documents through a secure hub, and review and sign electronically.
Professional support without traditional CPA friction. Expert Filing provides a premium, done-for-you experience at a fraction of the cost of filing with a traditional CPA.
Less coordination. The client, advisor, and Tax Pro can collaborate within the experience, reducing the usual back-and-forth across multiple parties.
Support matched to this year's filing needs. april analyzes the client's questionnaire and uploaded documents to assign a Tax Pro positioned to support the return.
Confidence in the people preparing the return. The preparation is owned by a credentialed Tax Pro who meets april's credential and experience requirements.
Note: Lead by reminding the client what worked well last time, then connect that benefit to this year's needs. Don't assume their tax situation is unchanged; confirm coverage before they begin.
Which returning clients should I contact first?
Start with previous filers who valued professional guidance and whose current situation appears to fit Expert Filing's coverage, including clients with:
Significant investment income, such as K-1s, capital gains, dividends, or cryptocurrency
Equity compensation, including RSUs, ESPPs, NSOs, or ISOs
Backdoor Roth conversions, retirement distributions, or rollovers
A preference for professional guidance over DIY filing
A desire to reduce the cost or coordination burden associated with a traditional CPA
Important: A client may have been eligible in a prior year and still have a new or changed situation that april doesn't support. Confirm the current year's coverage before positioning the experience. Examples of generally unsupported situations include estate/trust/gift returns, payroll returns, local income tax filings, most business-entity returns unless covered by a specific agreement, and amendments when april didn't prepare the original return.
What if a returning client asks about accuracy or trust?
Remind them that april combines a proprietary AI-powered tax engine with human ownership of every return. AI and OCR help extract and pre-fill information, while a credentialed Tax Pro prepares and files the return from start to finish.
Downside protection. If a client finds an error in their preparation that entitles them to a larger refund or a smaller tax liability, april refunds the fees they paid and lets them amend at no additional charge, as long as the difference isn't due to inaccurate information the client provided, a choice not to claim a deduction or credit, a position contrary to law, or a change in tax law.
Math-error protection. If april's software makes a mathematical error that results in an IRS penalty or interest the client otherwise wouldn't have owed, april reimburses up to $10,000.
Audit support. If a client receives an audit letter related to an accepted return filed through april, april provides informational assistance and links to relevant resources. april doesn't represent the client before a tax authority or provide legal advice.
Security. april uses bank-level encryption, is IRS-authorized, and doesn't sell client data to third parties.
This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.
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