What's Up with Worthy — May 6, 2026

Welcome to our monthly roundup of new features and product updates. From expanded AI capabilities to major tax form coverage and a redesigned equity workflow, here's what we've shipped since our last update.

We're constantly working to make Worthy smarter, more accurate, and more flexible — and getting input from hundreds of advisors in the process. With that said, every advisor faces unique opportunities and challenges. If there's a feature you'd like to see, or something we could improve, please let us know: hello@withworthy.com.

Expanded state tax coverage: 24 new forms across 7+ states

We've dramatically expanded Worthy's state tax form library. Now it can automatically (and accurately!) ingest 24 new forms from Illinois, New Jersey, New York, Massachusetts, Colorado, Arizona, Oregon, and California.

We're focused on the biggest and most complex states first, but if there are any states, forms, or scenarios we should prioritize for your clients, we'd love to hear from you.

Tax calculation accuracy improvements

We've resolved several important tax calculation issues that could affect client-facing figures.

We are committed to continually improving Worthy's tax engine at both the federal and state level, so please let us know if you ever see anything that doesn't look right.

Roth Conversion Calculator and report builder updates

The Roth Conversion Calculator now displays an Estimated Total Tax column in the year-by-year table, giving advisors and clients a clearer picture of the full tax impact of a conversion strategy. Calculations are fully deterministic, so ladder projections are consistent and reproducible.

New Client Service Team role for larger advisors

For our enterprise clients, we've launched a new Client Service Team (CST) role within Worthy. This gives firms the ability to assign dedicated service team members to client accounts, with full feature access and clear attribution throughout the platform.

Advisors will see CST attribution directly on client dashboards, and document access controls ensure the right team members see the right information. This feature is available now for enterprise accounts.

Mobile and additional user experience updates

We've quietly been releasing a series of huge improvements to the mobile experience for when grabbing information or asking a question on the go. Stay tuned for an update on the mobile experience. We've also been tackling a number of other opportunities to make Worthy faster and easier to use:

• Client profile now features inline editable name fields and a streamlined spouse management workflow, including inline date-of-birth display

• Document upload now opens the file picker directly, reducing unnecessary navigation steps

• Password-protected PDFs are now detected and handled gracefully during upload

We're grateful to have the opportunity to build the best and smartest tax planning platform for professionals like you. The best way to see all this is to log in and use Worthy — or start a free trial. There's no setup, so you'll be up and running in minutes.

If you need inspiration, check out recommended Worthy best practices, or some of the top queries for improving tax planning.

If you have questions or want to learn more about a new feature, please reach out. We'd be excited to show you what's possible: hello@withworthy.com.