The shared desk for financial advisors and CPAs

Two disciplines.
One clear client picture.

The advisor sees the portfolio. The CPA sees the return. The client has one financial life. Duovisory is the workspace where both professionals work the same household, in their own lane, with every number attributed and every handoff owned.

Start with Duovisory See the review loop

Built by a practicing CPA who sits on one side of this handoff every tax season.

FAPortfolioCasey Planner

Joint Brokerage · Schwab$485,000
Jordan Roth IRA · Fidelity$92,000
Cash · Chase$10,000

Balances as of Aug 281 stale

Shared briefHartwell Family

FACPA

Portfolio$587,000

2025 total tax$99,573

Open handoffs3

What's stale1 of 3 balances older than 90 daysFix →

CPA

Review tax scenario: June ISO exerciseHanded to Alex Advisor · High · Due Fri

Alex Advisor · CPABaseline updated with Q2 estimates. Re-run before I sign off.

CPATax 2025Alex Advisor

Wages$380,000
Fed withholding + estimates$72,000
Balance due$2,366

Engine 1.4.0 · 2 caveats1 pending review

Portfolio and tax, connected around the client Every change attributed to the professional who made it Handoffs with an owner, a priority, and a due date Modeled figures labeled as modeled A sign-off that means the current baseline Explicit per-client membership, admins included

The coordination gap

The work is connected. The systems are not.

Today the advisor and the CPA coordinate by email, PDF, and separate systems. Portfolio truth and tax truth drift. Nobody can tell which number is current or who last touched it.

Today

RE: RE: RE: Q2 estimate?Attached the March statement again, ignore the earlier oneTue 4:52 PM · 3 attachments

RE: RE: Q2 estimate?Which brokerage balance is this from? The PDF says JanuaryTue 2:10 PM

RE: Q2 estimate?Can you confirm the ISO exercise happened in June, not May?Mon 9:31 AM

Q2 estimate?Hi, any update on the estimate for the Hartwells…Last week

With Duovisory

Joint Brokerage · Schwab$485,000 · as of Aug 28 · Casey Planner

CPA

2025 baseline savedWages, withholding, estimates · Alex Advisor

Scenario sent for review: June ISO exerciseDelta +$14,210 · 2 caveats attached · task opened for CPA

CPA

Review tax scenarioFor Alex Advisor · High · Due Fri

Open

The review loop

Model it. Review it. Sign off on what is actually current.

The workflow the desk is built around. Each step writes to the thread, the task list, and the timeline in one transaction, so the record is complete or nothing happened.

01FA
Model the what-if
A bonus, a sale, an ISO exercise, a QSBS exit. Run it against the CPA's baseline and see the delta with its caveats.
Draft
02FA
Request review
One click posts the scenario to the thread, opens a task for the CPA, and sends a notification. The caveats travel with the number.
Pending CPA
03CPA
Send it back or sign off
Disagree without pretending to approve. A note goes back with a revise task. Or sign off, and the record says who and when.
Changes requested
04Both
Trust what was signed
If the baseline changes after a scenario is sent for review, sign-off is blocked until it is re-run. Nobody blesses stale math.
Reviewed

June ISO exercisePending CPAStale · baseline changed

2025 · Casey Planner (FA) · delta +$14,210 · engine 1.4.0

Sign-off blocked · needs re-requestRe-run & re-request

The guard

A sign-off attests to the numbers on the screen.

When the CPA edits the baseline after a scenario was sent for review, the stored result no longer describes the client. The desk marks it stale, blocks the sign-off, tells the author, and gives them one button to re-run and re-request. The CPA never signs a number the baseline no longer supports.

A purpose-built shared desk

Less translating. More deciding.

Each professional gets the context they need without flattening their distinct responsibilities.

Shared brief

One page both of you open first.

Balances with as-of dates, the latest tax year, open handoffs, unread messages, and what has gone stale.

Two lanes

Each writes their own data.

The advisor owns accounts and balances. The CPA owns tax years and the baseline. Neither can silently overwrite the other.

Handoffs

Tasks that land on a plate.

Hand the next step to a named colleague or a lane. My plate splits what was handed to you from what is waiting on your lane.

Vault

Documents that stay private.

Returns and statements are validated, malware-scanned before storage, and integrity-checked on every download.

Timeline

Who did what, and on which record.

Every write lands on a shared timeline with the actor, the role, the before and after, and a link to the record.

Projections

A deterministic engine, not a chatbot.

Federal, CA, NY, and MN with QSBS and a multi-year outlook. Gaps and assumptions are listed, never hidden.

Numbers you can sign

Modeled is labeled modeled. Paid is subtracted from due.

As-filed figures and engine output never share a cell. Federal withholding and estimated payments feed the safe-harbor math, so the balance due is the balance actually due. State withholding shows a separate state balance and is never blended into the federal line.

Entered figures win. Blanks show the modeled figure in italics with a tag.
Every projection lists its gaps and assumptions above the totals.
A legacy engine cross-checks the authoritative one and reports real disagreements only.

2025MFJ · CA · In progress

AGI$404,700 modeled

Federal$71,376 modeled

State$28,197 modeled

Est. due$4,900

Federal balance due (after withholding + estimates)$2,366

State balance due (after withholding)$1,197

CaveatPrior-year total tax is $0. Confirm this is not a placeholder.

Who it is for

Built for the people already making the decision together.

Advisor firms with a CPA partner

Stop re-explaining the portfolio in every tax season email. Give your CPA the same balances you see, with dates.

CPA firms working with advisors

Own the baseline. Review what the advisor models, send it back when it is wrong, and sign off only on current numbers.

Dual-profession pods

Two seats, one household file. Invite your counterpart by email with their role attached and they land on the client.

Security by architecture

Professional trust needs concrete controls.

These are the controls as implemented, not aspirations. Client and taxpayer data get a tenant boundary, explicit membership, lane-scoped writes, a scanned private vault, and a database reachable only over a private network.

01Clerk Organization isolation: one tenant boundary per firm or pod
02Client content only for professionals assigned to that client, admins included
03FA and CPA lanes: each writes their own data
04Documents validated, malware-scanned, and integrity-checked on every download
05Signed webhook verification and private-network PostgreSQL
06Idle sessions signed out; rate limits on every write

Bring the advice together

Give every shared client one clear place to move forward.

Create the workspace, invite your counterpart with their role attached, and open the household together.

Start with Duovisory

Two disciplines.One clear client picture.