Turn tax insights into action
Worthy combines client-specific tax information with AI reasoning to help you deliver more thoughtful tax planning for every client.
New client? There's zero prep.
Clients add their own 1040s, W-2s, K1s, or even equity grants. Or drag and drop docs yourself. Either way, Worthy's AI organizes everything instantly. No papercuts. No configuration menus. No manual QA.
See the big picture (and big opportunities)
Jump right into your analysis with a dashboard that does more than regurgitate tax data. See key information and potential opportunities side by side. Check trends over time. And break down tax or Medicare tiers without having to click around.
Build custom reports as you go
Accomplish to-dos as fast as you can create them. With a single click, you can add anything you see to client reports: chat responses, models, projections, and more.
Chat that's a real conversation starter
Get realtime tax analysis, not superficial chatter. You'll never have to say “let me get back to you” again:
- Answer client questions and surface tax details in the moment
- Ask for anything from basic definitions to complex models
- Use natural language prompts to update client data
- Get client-ready language for reports and correspondence
Flesh out any scenario confidently
Ditch the spreadsheet. Tell Worthy exactly what you want to calculate, and get an auditable answer instantly. Make a plan of action with rigorous Roth conversion and equity comp calculators. Or expand your analysis by using chat to customize projections. You can ask Worthy to model anything for you (it always shows its work).
Explore ideas that don't fit in a template
Worthy isn't a chatbot bolted onto a spreadsheet. It's trained by tax experts, and it remembers everything it learns about a client. Chat responses, prompts, and modelling are always contextually relevant, so your analysis stays sharp.
Calculations you can always rely on
Plan confidently, knowing that data from Worthy can back you up. It uses a dedicated calculation engine and built-in validation workflows. It also passed stress testing by an asset manager with more than $1T AUM.
Learn moreCCO-approved compliance, without all the complexity
- Client-ready language with compliance disclaimers
- Guardrails against fiduciary breaches
- The latest security measures and certifications
- Safeguards to keep client information private
Let's level up your tax planning
See how Worthy turns your insights into thoughtful action.