Product Updates

New Category: Taxes

Taxes category

Trustworthy

Jun 1, 2021

Organize current and past year's tax returns

With Trustworthy’s latest release, your family can keep track of current and past year’s tax returns. The Taxes category allows organization of your digital tax returns and all associated digital documentation - W2s, receipts, 1099s, and more. Connect the contact information of the accountant who prepared your returns to provide clarity and transparency to anyone who may need to access these returns

Taxes in Trustworthy

Don't have a digital copy of your tax return? Quickly request your return from your accountant using a pre-filled email template that Trustworthy provides.

Upload a copy of your tax return

Want to keep track of information related to your current year’s return? Mark your return as “in progress” and collect your documentation over the course of the year to make tax preparation and filing easier for your family. Use the Trustworthy iOS app to scan documents directly to the current year’s return that you receive by mail or collect over the course of the year.

Uploading taxes preview

Securely Store Tax Returns

Product Updates

New Category: Taxes

Taxes category

Trustworthy

Jun 1, 2021

Organize current and past year's tax returns

With Trustworthy’s latest release, your family can keep track of current and past year’s tax returns. The Taxes category allows organization of your digital tax returns and all associated digital documentation - W2s, receipts, 1099s, and more. Connect the contact information of the accountant who prepared your returns to provide clarity and transparency to anyone who may need to access these returns

Taxes in Trustworthy

Don't have a digital copy of your tax return? Quickly request your return from your accountant using a pre-filled email template that Trustworthy provides.

Upload a copy of your tax return

Want to keep track of information related to your current year’s return? Mark your return as “in progress” and collect your documentation over the course of the year to make tax preparation and filing easier for your family. Use the Trustworthy iOS app to scan documents directly to the current year’s return that you receive by mail or collect over the course of the year.

Uploading taxes preview

Securely Store Tax Returns

Product Updates

New Category: Taxes

Taxes category

Trustworthy

Jun 1, 2021

Organize current and past year's tax returns

With Trustworthy’s latest release, your family can keep track of current and past year’s tax returns. The Taxes category allows organization of your digital tax returns and all associated digital documentation - W2s, receipts, 1099s, and more. Connect the contact information of the accountant who prepared your returns to provide clarity and transparency to anyone who may need to access these returns

Taxes in Trustworthy

Don't have a digital copy of your tax return? Quickly request your return from your accountant using a pre-filled email template that Trustworthy provides.

Upload a copy of your tax return

Want to keep track of information related to your current year’s return? Mark your return as “in progress” and collect your documentation over the course of the year to make tax preparation and filing easier for your family. Use the Trustworthy iOS app to scan documents directly to the current year’s return that you receive by mail or collect over the course of the year.

Uploading taxes preview

Securely Store Tax Returns

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Related Articles

Feb 13, 2024

Share Anything, Anytime to Trustworthy

Feb 5, 2024

File it later with the all new Inbox

Nov 21, 2023

New Compact Navigation

Oct 31, 2023

New and Simplified Dashboard on iOS

Oct 13, 2023

Reimagined Legal Category on iOS

Oct 12, 2023

New Google & Apple sign-in options for Trustworthy

Business category
Business category
Business category

Oct 2, 2023

Upload logos to business, link contacts to any tile and more!

Sep 13, 2023

Business: Manage Your Ventures with Ease

Sep 1, 2023

Collaborate with Confidence | Tile-Level Access

May 23, 2023

Contacts are here!

Apr 10, 2023

Passwordless login on desktop and mobile

Apr 9, 2023

iOS Update: Manage collaborators right from your phone

Mar 6, 2023

Improvements to reminders and recommended assets

Jan 29, 2023

iOS Update: New & Improved Password Category

Jan 12, 2023

New Year, New Updates!

Nov 1, 2022

New Look: Dashboard and assets

Nov 1, 2022

Mobile web browser optimization

Sep 1, 2022

Drag-and-drop organization of items and attachments

Family ID Update
Family ID Update
Family ID Update

Mar 1, 2022

Add all of your IDs and memberships to Trustworthy

Oct 1, 2022

Product feature: Secure sharing is here.

Jan 1, 2022

Introducing Assignable To-dos

Dec 1, 2021

Product feature: Enhanced collaboration powers working together better.

Oct 1, 2021

Secure sharing is here - introducing secure links.

Add collaborator
Add collaborator
Add collaborator

Sep 1, 2021

Product feature: Invite anyone as a Trustworthy collaborator

Trustworthy mobile screens
Trustworthy mobile screens
Trustworthy mobile screens

Aug 1, 2021

iOS Update: Get Trustworthy in your pocket

Create new reminder
Create new reminder
Create new reminder

Jul 1, 2021

Product feature: Custom reminders

To-dos in Trustworthy
To-dos in Trustworthy
To-dos in Trustworthy

Jul 1, 2021

Product feature: Dismiss your to-dos and make (more) progress Trustworthy

Taxes category
Taxes category
Taxes category

Jun 1, 2021

New Category: Taxes

Password category
Password category
Password category

May 1, 2021

New Category: Passwords

Trustworthy Dashboard
Trustworthy Dashboard
Trustworthy Dashboard

May 1, 2021

Product feature: Keep track of your family's progress

Add emergency contact
Add emergency contact
Add emergency contact

Apr 1, 2021

Introducing emergency contacts

Trustworthy mobile screens
Trustworthy mobile screens
Trustworthy mobile screens

Apr 1, 2021

Introducing Trustworthy mobile scanner for iOS

Mar 1, 2021

Bug Fixes

Trustworthy money category
Trustworthy money category
Trustworthy money category

Mar 1, 2021

Loans & credit cards are here 💳

Estate Documents
Estate Documents
Estate Documents

Mar 1, 2021

Product feature: Estate Documents get a makeover

Trustworthy Family ID screen
Trustworthy Family ID screen
Trustworthy Family ID screen

Mar 1, 2021

Product feature: Trustworthy file thumbnails

Settings
Settings
Settings

Mar 1, 2021

Rename your Trustworthy account

Estate Documents in Trustworthy
Estate Documents in Trustworthy
Estate Documents in Trustworthy

Mar 1, 2021

Real Estate, Vehicles, and Insurance get a makeover

Family ID Screen
Family ID Screen
Family ID Screen

Mar 1, 2021

Updated wizards, details, and multi-file upload support

Family ID screens in Trustworthy
Family ID screens in Trustworthy
Family ID screens in Trustworthy

Feb 1, 2021

Family IDs get a makeover

Family IDs
Family IDs
Family IDs

Feb 1, 2021

Choose your own path - checklist "actions" or tile "details"

Trustworthy onboarding
Trustworthy onboarding
Trustworthy onboarding

Feb 1, 2021

Collaboration: Better, together.

Estate Documents in Trustworthy
Estate Documents in Trustworthy
Estate Documents in Trustworthy

Jan 1, 2021

Estate Documents auto-filling makes getting your documents organized - faster.

Actions and reminders
Actions and reminders
Actions and reminders

Dec 1, 2020

⚡️ Actions and 🗓 Reminders

Multiple passports in Trustworthy
Multiple passports in Trustworthy
Multiple passports in Trustworthy

Nov 1, 2020

Trustworthy now supports multiple passports

Trustworthy Property Category
Trustworthy Property Category
Trustworthy Property Category

Oct 1, 2020

Cars, trucks, and motorcycles

Trustworthy reminder
Trustworthy reminder
Trustworthy reminder

Oct 1, 2020

Reminders are here.