HeyApril
Tax Intelligence for CPA Firms

Never miss a strategy again.

Reads every GL, flags every event, surfaces every strategy — all year round, not just at tax time.

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01 · Event detection

Catch the trigger when it hits the GL.

cpaOS reads your clients' books through the year, not at extension. When a 179 window opens or an S-corp threshold crosses, the alert lands with the strategy attached.

Strategy detail — S-Corp election with GL trigger, eligibility criteria, and implementation steps

02 · Contextual reasoning

April reads the whole client, not one signal at a time.

April cross-references the GL with the survey, prior returns, and entity structure. A single signal is often noise. The same signal next to three others is usually a strategy.

April reads the whole client — profile, GL, tax health curve

03 · Firm intelligence

Firm-level intelligence, not just client tools.

Verified vs. potential savings across your roster. Top firm-wide strategies. Savings multiplier on every dollar of fees. The advisory ROI you've never been able to quantify.

Firm health dashboard — pipeline, revenue YTD comparison, savings multiplier

Join the waitlist.

Be the first to know when CPA OS is ready. We're rolling out access in waves — early signups get priority.