What's Up with Worthy — April 1st, 2026

Last updated: May 6, 2026

Happy Q2!

This release brings a major new AI integration, mobile access, streamlined sign-in, and a wave of UX and infrastructure improvements. Here’s what’s new.

Worthy + Claude: AI-Powered Tax Intelligence at Your Fingertips

We’re excited to announce that Worthy is now available as a connector inside Anthropic’s Claude, one of the most powerful AI assistants on the market. This integration brings your client tax data, Roth conversion analysis, equity comp modeling, and cross-book opportunity surfacing directly into Claude’s conversational interface — no spreadsheets, no tab-switching, no manual data entry.

With the Worthy + Claude connector, you can ask natural-language questions like “What’s Sarah’s effective rate over the last three years?” or “Which clients over 72 are leaving QCD money on the table?” and get client-specific answers in seconds. You can also run Roth conversion scenarios, model legislative impact, and generate year-end planning summaries — all from within Claude.

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This is an early access release. Learn more and get set up here.

Worthy Is Now Available on Mobile

You can now access Worthy from your phone or tablet. The mobile experience is built for quick access on the go — check client data, chat with Worthy, and upload documents from wherever you are. Whether you’re between meetings or away from your desk, your client intelligence travels with you.

For the full experience — including detailed analysis and report building — we still recommend a desktop browser, but mobile gives you the flexibility to stay connected to your practice anytime.

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Google SSO Now Available

Signing into Worthy just got easier. We’ve added single sign-on (SSO) support for Google accounts, so you can log in with one click using the Google account you already use every day. No more remembering another password — just fast, secure access to your dashboard.

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Additional Enhancements

Beyond the headline features, we’ve shipped a broad set of improvements across the platform this sprint:

  • Chat & Messaging: Improved formatting of AI responses in chat, fixed message scrolling, and enhanced how chat content renders inside reports and PDF downloads.

  • UX Overhauls: Redesigned the Advisor page, client dashboard, window panes, Home screen, and navigation across Tools and the Report Builder for a cleaner, more intuitive experience.

  • Infrastructure & Forms: Added support for large file uploads and expanded federal form coverage.

  • Roth Conversion Enhancements: New parameters for years-to-convert, relaxed constraints on bracket targeting, and a refreshed Roth Overhaul experience.

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 any of these updates, please email us at hello@withworthy.com.

Best,

The Worthy Team