Uprise and HoneyBook Partner to Simplify Taxes and Boost Financial Confidence for Small Business Owners

Portfolio CompaniesLIP Fund I
Written By Federico de Mateo

Uprise, the embedded tax and advisory platform that simplifies tax filing and planning for small business owners, today announces a new partnership with HoneyBook, the leading AI-powered customer relationship management (CRM) platform for small business owners. Through this collaboration, members of HoneyBook Tax & Advisory will gain seamless access to Uprise’s premium tax filing and financial planning services.

Since its founding, Uprise has been driven by its mission to make personalized tax and advisory services accessible to all, empowering small business owners to thrive. Recognizing that entrepreneurs often juggle personal and business finances, Uprise has built a platform that embeds tax expertise and planning directly within the tools they already use. The platform blends the power of AI with personalized guidance from Certified Financial Planners™ and tax professionals held to a fiduciary standard.

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Federico de Mateo
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