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Product Features

Capabilities and features that Worthy supports - answers questions about what is and isn't supported within Worthy, covering technical capabilities, financial features and more.
Currently Supported Tax Forms
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What types of documents contain equity compensation information that can be uploaded to Worthy?
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Delivering Powerful Equity Compensation Insights with Worthy
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Estate planning income tax modeling in Worthy
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Build custom reports for your clients with Worthy
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How To Make A Client Private in Worthy
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Worthy AI Tips: When to Start a New Chat & Using Memories
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Creating and Using Custom Prompts
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Worthy's core features and capabilities
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