Worthy + Claude: Worthy is now available for use via Anthropic's Claude Customer Connector

This is an early access release. As we continue to refine the experience, your feedback is invaluable — please share what's working and (what's not) at hello@withworthy.com

Instructions to connect Worthy to Claude here.

Why This Matters

AI tools like Claude are becoming the primary interface for complex knowledge work. Advisors are already asking questions, running scenarios, and exploring planning opportunities inside these interfaces.

Worthy + Claude helps you stay efficient.

Worthy brings every line of every tax return — 1040s, K-1s, 1099s, and more — directly into Claude, paired with proprietary calculators and real-time legislative awareness. Your team can have a natural conversation and get client-specific answers in seconds. No spreadsheets. No tab-switching. No manual data entry.

What the Worthy Connector Does

Query client tax data, run Roth conversion analyses, model equity comp scenarios, and surface opportunities across your entire book — directly from Claude.

What You Can Do Today

Query Client Tax Data: Ask questions like: "What's Sarah Chen's effective rate, and how has it trended over 3 years?"

Run Roth Conversion Analysis: "Model a $150K Roth conversion for the Martinez household — show me the 5-year impact."

Surface Cross-Book Opportunities: "Which clients over 72 are leaving QCD money on the table?"

Model Legislative Impact: "How does the TCJA sunset hit my top 10 clients? Show me who should panic and who can relax."

Equity Comp Planning: "Sarah has 5,000 RSUs vesting next quarter at Nvidia. Help me dodge the AMT landmine."

Generate Client Reports: "Build a year-end tax planning summary for the Patels — Roth, charitable, the works."

Want to learn more about how to get the most out of Worthy + Claude? Email us at hello@withworthy.com.