Create a new client by uploading a tax form

In Worthy, every client profile starts with a tax form. Once you upload it, Worthy reads the document, organizes the information, and builds out the profile for you. Here's how to add a new client.

Step 1: Upload the client's tax form

From your home dashboard, click the Add New Client button. Grab the tax form from your device and upload it.

Step 2: Let Worthy build the profile

Worthy reads the entire document, organizes the information, and builds out the client profile. This process takes anywhere from 45 seconds to 3 minutes, depending on the file size.

Step 3: Confirm the client's details and save

Once Worthy finishes processing, review and confirm:

• Client name

• Date of birth — important for running tax scenarios, but can be skipped if you don't have it on hand.

• State — the state the client files taxes in.

When everything looks right, click Save.

That's it — the client profile is built out, and you can start asking Worthy about this client and running scenarios!

If any questions come up, reach out at hello@withworthy.com.