What’s Up with Worthy — February 26, 2026

Last updated: May 6, 2026

Happy Thursday!

Welcome to What’s up with Worthy, your (sometimes…) weekly roundup of our latest features and updates. From a polished experience to expanded tax form support and a smarter new client flow, here’s what we released this sprint.

Cross Book Intelligence

We've started building out a first of its kind feature- cross book intelligence. From your home dashboard, you can start to ask Worthy questions across your entire client book to help you instantly get to actionable information (starting with questions that related to client's taxable income- more functionality will continue to be built out on cross book intelligence!)

Feel free to give it a try by asking Worthy - "Which of my clients should I consider having Roth Conversion conversations with?"

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UI/UXrefinements

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.

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New client flow enhancements

Setting up new clients just got more informative. Worthy now displays more information directly from Form 1040 in the new client page flow, giving you a clearer picture of your client’s household at a glance. 

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Expanded tax form support

We continue to add support for additional IRS forms.  Some interesting additions include Form 4797 (Sales of Business Property) and Form 7203 (S Corporation Shareholder Stock and Debt Basis Limitations). Both forms are now fully supported for display and calculation within Worthy.

Learn more about supported tax forms.

Suggested Chat Prompts

Don't know how to start off the conversation with the Worthy chat? We've added suggested prompts / actions to get you started. Just click the prompt and Worthy will get to work on answering the question. Of course, you can always ask your own questions at any time!

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More updates

  • [Bug Fix] Improved income estimate calculation for more accurate figures

  • [Bug Fix] Fixed chat styling inconsistencies in dark mode

  • [Bug Fix] Fixed light mode styling for the Roth Conversion Calculator and tool canvas components

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 contact us at hello@withworthy.com!

Best,

The Worthy Team