Company and product updates
What's new in Worthy, and what we're building next.
What's up with Worthy: September 2026
Actionable insights in the client dashboard, a revamped Roth conversion tool, smarter document handling, and a dozen more improvements inspired by feedback from advisors.
Why Worthy parses 175+ tax forms (and no one else can)
See how we put humans in the loop to give advisors better tax data than any other tax planning software.
Building with Edward Jones: what an enterprise pilot looks like in practice
More than 300 Edward Jones associates are now on Worthy, as part of an innovative pilot program.
What's up with Worthy: June 2026
From a smarter underlying AI model to new client privacy controls, here's what we've shipped since our last update.
What's up with Worthy: May 2026
We've been busy improving Worthy's memory and accuracy, expanding state tax coverage, and launching mobile functionality.