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Increase your tax savings
No more waiting until it's too late to plan
Track your taxed income
Get real-time, accurate tax estimates by combining income from self-employment, investments, and/or an employer
Maximize your tax deductions
Discover expenses you can write off and pay less taxes by setting a deductible individual retirement account goal
Know your taxes owed
Understand when and how much to pay in federal and state taxes throughout the year including all types of earned income
Be organized and in control
Our features make your recordkeeping a breeze
Connect accounts
We'll import and auto-categorize your transactions and even surface the ones we think are tax-related
Search transactions
Tired of looking through monthly statements and receipts? Search and mark in bulk, all on your phone
Set vendor rules
Automatically write off familiar expenses. Just set-and-forget and we'll keep you updated
Know you're doing it right
We built Upward for people who earn money from jobs, side hustles, and investments alike: the multi-earner. Everyone should always know what taxes they owe and be confident their tax bills are the least they can be.
We feel your pain
Built by people who understand
Upward is the product of an accountant and software engineer who put their minds together to demystify taxes
Designed to make it seamless
Our thoughtful interface simplifies your personal bookkeeping and makes tallying your results a joy
There to improve your results
It feels great knowing your full up-to-date financial picture, but it feels even better knowing you're saving
Everything in one place
We help you save time by consolidating your results and making it easy to find what you're looking for
Questions?
We're a small, rapidly moving team and are eager to improve our product. We'd love to hear from you.
Email us
Send us questions, concerns, product feedback, or feature requests
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