Your financials in. A clear quarterly plan out.
Uprise handles estimated taxes, retirement contributions, and cash reserves for founders seeking guidance without hiring a CFO.
The Problem
Business is hard enough without guessing at the numbers.
Are my quarterly estimates right?
Many founders overpay or underpay, leading to penalties or an April cash surprise.
Should I save for retirement now?
SEP-IRA, Solo 401k, and Roth IRA each work differently at different profit levels.
Why am I profitable but short on cash?
Mismatched revenue, expenses, and tax bills can create cash crunches during good months.
Uprise Does This Instead
Quarterly tax estimates, calculated. Uprise reviews your actuals and shows what to pay using the safe-harbor method that costs less.
Retirement guidance, properly timed. Uprise matches an account and contribution amount to your profit, then shows the key deadline.
Cash gaps, caught early. Uprise spots a bunched expense cycle and shows what to set aside before it arrives.
How It Works
Set up in a day. Guidance starts now.
Connect your accounting software, answer questions about your business, and Uprise builds advice from your actual numbers.
Connect Your Books
Link QuickBooks, Xero, or Wave. Uprise automatically reads income, expenses, and your balance sheet.
Answer Context Questions
Share your structure, owner salary, and retirement goals. Uprise tailors advice to your situation instead of generic rules.
Get Timely Guidance
Before each estimated tax deadline and year-end, Uprise sends an action plan with the numbers filled in.
Capabilities
Three financial decisions Uprise handles quarterly
Quarterly Tax
4x
Estimated payment deadlines covered
Uprise calculates your liability before each April, June, September, and January deadline from your actual YTD numbers.
Federal self-employment and income tax
Retirement
$66K
Maximum solo 401k contribution per year
Uprise shows your contribution limit, the right account type for your profit, and when to fund it.
Based on 2024 IRS guidelines
Cash Flow
30d
Notice before a cash shortfall
Uprise spots an approaching expense cycle, tax bill, or slow month and calculates the reserve you need.
Based on trailing 90-day expense patterns
Founder Stories
Founders on Uprise
I used to dread estimated tax time. Uprise gives me the amount to pay and explains why. In my first quarter, I avoided a $400 penalty.
Ryan K.
Freelance designer, solo founder, early-access participant
The retirement guidance finally clicked. Uprise showed me I could shelter $18k more than I expected because my S-corp salary was set up correctly. Worth it ten times over.
Mara L.
Consulting business owner, S-corp, early-access participant
We were profitable in Q2 but nearly ran out of cash in July. Uprise identified the Q3 bunching problem two months early. Now I keep a targeted reserve instead of guessing.
Daria J.
Product studio founder, 2-person team, early-access participant
Pricing
Plans for your growing business
Start free for your first quarter. Upgrade for deeper guidance or filing support.
Starter
Free / forever
Tax estimates + cash flow alerts. No credit card needed.
Advisor
$49 / month
Quarterly guidance, retirement planning, and document prep.
Business
$89 / month
Everything in Advisor, plus multi-entity support, payroll reconciliation, and year-end S-corp guidance.
Get Started
Start the quarter with a plan.
Connect your books in minutes. Uprise creates your first quarterly tax estimate that day.