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.

Why advisors partner with Uprise

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.

What's included

• Personal and business tax filing

• Quarterly estimate calculations

• Year-round planning and coordination

• Secure client messaging and document upload

• Advisor dashboard with client-by-client visibility

• Dedicated CPAs and EAs for each client

How it works

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.

About Uprise

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.