How to get started with Worthy

Last updated: March 26, 2026

Getting started with Worthy takes just a few steps. Here's everything you need to sign up, schedule your onboarding, and get your clients loaded in.

Step 1: Sign Up For Your Free 30 day Trial

Sign up for Worthy at app.withworthy.com/signup.

Registration walks you through four quick steps:

  • Firm Info: Enter your firm name, full name, and email address

  • Select Plan: Choose the plan that fits your firm

  • Verification: Enter payment information (you won't be charged until the end of your free 30 day trial - cancel any time)

  • Add Team: Invite teammates to your account - this step is optional and can be done later from your dashboard

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Step 2: Schedule your onboarding call

Once you're signed up, book an onboarding call with our customer success team using the link below. They'll walk you through the platform and make sure you're set up for success.

Book your onboarding call

Step 3: Bulk client upload

If you have a large number of client tax forms to load, Worthy can handle the heavy lifting - your customer success rep will walk you through the bulk upload process on your onboarding call.

If any questions come up while you're getting set up, reach out at hello@withworthy.com.