Uprise, the embedded tax and advisory platform built to simplify financial planning for small business owners, has announced a new partnership with HoneyBook, the leading AI-powered CRM platform trusted by independent professionals across the U.S. The collaboration brings Uprise’s tax preparation, planning, and financial advisory capabilities directly into HoneyBook through the newly introduced HoneyBook Tax & Advisory offering.
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The partnership reflects a shared mission to support entrepreneurs who often shoulder the burden of managing both personal and business finances. By embedding Uprise’s premium tax filing and advisory services within HoneyBook, users can now access expert financial guidance without leaving the platform they already rely on for client management, invoicing, scheduling and payments.
HoneyBook’s Chief Product Officer, Yuval Kesten, emphasized that the integration is designed to help small business owners spend less time on complex administrative tasks and more time focusing on what matters most. He noted that adding Uprise’s tax and advisory capabilities enables members not only to operate more efficiently but also to make smarter, more informed financial decisions throughout the year.
Uprise CEO Jessica Chen Riolfi highlighted the importance of evolving financial tools to meet the needs of modern entrepreneurs. She explained that partnering with HoneyBook allows Uprise to deliver actionable, personalized tax and financial planning support within a platform small business owners already trust. According to Riolfi, the goal is to make financial decision-making “stunningly simple” by meeting entrepreneurs where they conduct their daily business activities.
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The initial rollout of HoneyBook Tax & Advisory has already received overwhelmingly positive reviews. Every HoneyBook member who participated in the pilot program rated their experience a perfect 10 out of 10, praising the advisors for providing clear, actionable guidance and offering insights that helped uncover new opportunities for both business growth and personal financial security.
With this partnership, HoneyBook users now gain access to professional tax filing services tailored to their unique blend of income streams and deductions, along with year-round support for tax strategy, compliance, and quarterly planning. Because Uprise’s advisors understand both the personal and business financial contexts of each client, their recommendations are designed to align closely with long-term goals.
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Together, Uprise and HoneyBook aim to transform how small business owners manage their finances by unifying operational tools and financial expertise in one seamless experience. The collaboration marks a significant step toward a more accessible and supportive financial ecosystem for freelancers, creators and independent professionals nationwide.
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