What's Up with Worthy — March 6th, 2026

Happy Friday!

Welcome to What’s up with Worthy, your weekly roundup of our latest features and updates. From a brand-new marketing site to a fully redesigned equity experience and smarter tax processing, here’s what we released this sprint.

UI/UX Refinements

If you haven't logged in recently, we’ve made significant improvements to Worthy’s experience across the platform. Contrast has been improved across more than 20 form and schedule section components for better accessibility, and specific fixes have been applied to Schedule E, the RMD popup, editable date fields, and the Roth Conversion Calculator — so everything looks great whether you’re working in light or dark mode.

Introducing the new Worthy website

We’ve launched our new marketing site, built from the ground up to better represent the Worthy platform and the team behind it. The site includes a full product page with feature details, screenshots and gifs, and an About page with our story and a glimpse into who’s behind Worthy. 

Whether you’re sharing Worthy with a colleague or a prospective client, the new site gives you a polished, up-to-date home to point them to. Check it out at https://withworthy.com/

Equity compensation experience redesign

The equity compensation section has been redesigned. The new layout features a card grid and detail view for a cleaner overview of your clients’ equity positions, with a dropdown for selecting individual grants and grouped tables for easy comparison across holdings.

We’ve also added support for percentage-based annual vesting schedules, so Worthy now accurately reflects a wider range of equity grant structures. Tickers are automatically inferred from company names, reducing manual data entry, and the AI chat now has full visibility into equity compensation context — so you can ask questions about your clients’ grants and get accurate, informed answers.

Tax accuracy improvements & expanded form support

We’ve made continued improvements to Worthy’s tax calculation logic, increasing the accuracy and reliability of figures across the platform. These enhancements are part of our ongoing investment in making Worthy the most dependable tax intelligence tool available.

Forms have been updated to align with the IRS 2025 specification, ensuring calculations reflect the latest tax rules.

Worthy can now also process unclassified tax documents — documents that don’t match a known IRS form type. Rather than leaving these unprocessed, Worthy can now begin extracting these documents and surface the relevant data.

Firm branding & co-branded PDFs

Worthy now supports firm-level branding. Firm administrators can upload a logo that will appear alongside the Worthy mark throughout the platform, giving your clients a cohesive, professional experience that reflects your firm’s identity.

Generated PDFs now also include your advisor name and firm logo as a running header, making every report you share look polished and on-brand.

We’re grateful to be building the best tax intelligence and planning platform for professionals like you. If you have questions or want to learn more about a new feature, please reply to this email!

Best,

The Worthy Team