Uprise, an embedded tax and advisory platform, has partnered with HoneyBook, an AI-powered customer relationship management (CRM) platform, to offer premium tax filing and financial planning services to HoneyBook Tax & Advisory members. This collaboration aims to provide small business owners with integrated financial expertise directly within their existing workflows.
Uprise focuses on making personalized tax and advisory services accessible to small business owners, recognizing the challenges entrepreneurs face in managing both personal and business finances. Its platform combines AI capabilities with guidance from Certified Financial Planners™ and tax professionals who adhere to a fiduciary standard. HoneyBook supports small businesses by streamlining client communication, contracts, scheduling, and invoicing.
Yuval Kesten, CPO of HoneyBook, stated that the integration helps independent professionals streamline operations and make smarter financial moves, freeing them from administrative burdens. Jessica Chen Riolfi, CEO of Uprise, noted that the partnership embeds financial guidance into a trusted platform, simplifying financial decision-making for entrepreneurs.
Early feedback from HoneyBook Tax & Advisory pilot program participants has been positive, with 100% of early adopters rating their experience 10/10. Users praised the financial advisors for providing new ideas, identifying growth opportunities, and offering actionable guidance. Testimonials highlighted the advisors’ ability to understand challenges, break down advice into clear steps, and support both business growth and financial security.
The services available through HoneyBook Tax & Advisory include professional preparation and filing of personal and business taxes by credentialed experts who understand varied income streams and deductions. The partnership also offers year-round strategic tax assistance, including support for quarterly tax estimates and navigation of evolving tax legislation. Additionally, Uprise provides contextual financial planning that considers each user’s broader financial picture, aligning guidance with both business and life goals.
Uprise specializes in embedded tax filing and financial planning, integrating full-service tax support and personalized guidance into SMB SaaS platforms. The company partners with platforms such as NerdWallet, Carry, Heard, and HoneyBook. Uprise is backed by Blank Ventures, Exponent, Contrary Capital, and the founders of Gusto and SoFi.
HoneyBook, founded in 2013, is an AI-powered CRM platform designed to enhance daily operations for small business owners, covering lead capture, client communication, contracts, and payments. The platform has facilitated over 28 million client relationships and processed more than $13 billion in transactions.
