Modern tax services
built for advisors
Deliver seamless, professional tax filing and planning through your firm - without hiring or managing an in-house team. You stay in control of the client relationship. We handle the execution.
Professional tax support that reflects well on your practice
Most advisory firms struggle to find reliable tax support that communicates clearly and reflects well on their practice. Uprise was built for CFP® professionals who want to give their clients a better tax experience - one that's proactive, organized, and aligned with financial planning.
Our team of licensed CPAs and EAs prepares, reviews, and files every return - with your oversight and your firm's branding.
You stay in control
Your clients interact through your firm-branded tax portal. You can see every document, message, and filing status in real time - no chasing CPAs or waiting for updates.
Tax expertise that matches your planning standards
Our CPAs and EAs collaborate directly with you to make sure every recommendation - from Roth conversions to equity compensation - is executed accurately and on time.
Built for CFPs®
Uprise was designed around the advisor workflow. You decide how hands-on you want to be: upload documents, monitor progress, or delegate completely.
Client experience that reflects your firm
Your clients get a clear, organized tax process under your brand - complete with status tracking, secure messaging, and prompt communication.
You stay in control
Your clients interact through your firm-branded tax portal. You can see every document, message, and filing status in real time - no chasing CPAs or waiting for updates.
Tax expertise that matches your planning standards
Our CPAs and EAs collaborate directly with you to make sure every recommendation - from Roth conversions to equity compensation - is executed accurately and on time.
Built for CFPs®
Uprise was designed around the advisor workflow. You decide how hands-on you want to be: upload documents, monitor progress, or delegate completely.
Client experience that reflects your firm
Your clients get a clear, organized tax process under your brand - complete with status tracking, secure messaging, and prompt communication.
Onboard your firm
We set up your advisor dashboard, brand your client portal, and configure your billing preference.
Invite your clients
Send your unique client link-clients upload their documents directly to your firm's portal.
We handle the tax work
You see every step, from intake to filing, without losing visibility or control.
Onboard your firm
We set up your advisor dashboard, brand your client portal, and configure your billing preference.
Invite your clients
Send your unique client link-clients upload their documents directly to your firm's portal.
We handle the tax work
You see every step, from intake to filing, without losing visibility or control.
Built for planners
who expect more
Advisors tell us they're tired of slow responses, unclear timelines, and last-minute surprises. Uprise fixes that by combining the reliability of a dedicated tax team with the transparency of modern software.
Our process was built around how financial planners actually work - responsive, detail-oriented, and proactive.
Join our upcoming advisor cohort
We open a limited number of partner spots each tax season to maintain quality and capacity. If you're considering integrated tax support for your clients, now is the best time to reserve a space.
Uprise provides embedded tax and financial advisory infrastructure for trusted financial platforms and advisory firms. Our team includes Certified Public Accountants (CPAs), Enrolled Agents (EAs), and financial planning professionals who have served thousands of households - from small business owners to tech founders to high-earning professionals.