Uprise enables financial advisors to seamlessly add integrated tax filing and planning to their offerings. We provide credentialed professionals, workflows, and client experience so advisors can deliver a complete financial solution without needing to build or manage an in-house tax team.
- Individual and business tax return prep and filing
- Quarterly tax and withholding estimates
- Tax analyses coordinated with clients’ financial plans
- Firm-branded client portal with secure messaging and status tracking
- Advisor dashboard for tracking and managing clients’ tax processes
- Dedicated credentialed tax professionals (EAs, CPAs) for your clients
- Clear compliance guidance so firms can offer tax confidently