april

Explains key april tax-season dates for advisors, including the March 22, 2027 document-upload deadline, the April 15 filing deadline, client reminders, and extensions.

What are the key tax season dates and deadlines I should know about?

Explains why advisors should offer april's Expert Filing to clients: practice benefits, why clients say yes, which clients to start with, coverage, and accuracy protections.

Why should I sell april's tax filing to my clients?

Explains how advisors can introduce april's Expert Filing to clients, with the core message, key benefits, and ready-to-use email, text, meeting, and newsletter templates.

How do I get my clients to file with april for the first time? [client-facing email templates]

Explains why advisors should invite returning clients back to Expert Filing: advisor benefits, why clients say yes, who to contact first, coverage, and accuracy protections.

Why should returning users file with april again?

Explains how advisors can invite returning clients back to april's Expert Filing, with the core message, key benefits, and email, text, meeting, and newsletter templates.

How do I get my clients to file with april again? [client-facing email templates]

Explains which tax-season communications your team sends versus april, including retargeting and transactional emails, timing, volume, and brand customization options.

What communications are going out to my clients?

Communicate the value of filing with april with clients

Selling Tax Filing to Clients

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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