Uprise, an embedded tax and advisory platform focused on simplifying tax filing and financial planning for entrepreneurs, has announced a new partnership with HoneyBook, the AI-powered CRM widely used by independent professionals. Through the collaboration, members of HoneyBook Tax & Advisory will gain direct access to Uprise’s premium tax preparation and ongoing financial advisory services, bringing expert guidance into a platform small business owners already rely on.
The partnership shows a shared goal: making small business finances simpler. Uprise aims to provide personalized tax and advisory support. It combines AI-driven insights with guidance from Certified Financial Planners™ and fiduciary tax professionals. By adding these services to HoneyBook, business owners can manage personal and professional finances without needing new tools or workflows.
HoneyBook simplifies client communication, contracts, scheduling, and invoicing. Now, it also boosts financial confidence. This integration lets users access tax filing, year-round planning, and strategic advice as part of their overall business management experience.
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“HoneyBook has always helped independent professionals streamline operations so they can spend more time focusing on what matters most to them, rather than be caught in administrative burdens,” says Yuval Kesten, CPO of HoneyBook. “By offering Uprise’s tax services and financial advisory for HoneyBook members, we’re helping users not just run their businesses more efficiently, but make smarter financial moves along the way.”
Jessica Chen Riolfi, CEO of Uprise, emphasized the broader vision behind the partnership, noting that embedding financial guidance where entrepreneurs already work helps remove friction from critical decisions.
Early feedback underscores the impact. In a pilot program, every HoneyBook member gave a perfect score of 10 out of 10. They highlighted clearer tax strategies, practical advice, and boosted confidence in business growth and financial security.
The new HoneyBook Tax & Advisory service offers professional help with personal and business taxes. It includes ongoing support for compliance and strategy throughout the year. Plus, it provides tailored financial planning to meet each entrepreneur’s goals. Uprise and HoneyBook work together to make taxes less daunting and financial decisions easier for small business owners in a complex landscape.
