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The shared desk for FA + CPA

Two disciplines.
One clear client picture.

Duovisory brings portfolio context, tax planning, messages, documents, and handoffs into one workspace—organized around the client.

Start with DuovisorySee how it works

Built for the people already making the decision together.

Hartwell Family
FACPA
Shared briefGood afternoon, Maya
Illustrative workspace
Portfolio$4.8MUpdated today
Projected tax$82K2026 estimate
Open tasks42 assigned to you
Decision in reviewTax strategy

Model a partial Roth conversion

Compare the client's current bracket with a $120K conversion before the November planning meeting.

DO

Daniel · CPAI've added the 2026 estimate and AMT note.

Next handoffDue Friday

Upload Q2 estimates

CPA

Daniel Ortiz

Shared context is ready

Connected around the client

  • Portfolio context
  • Tax projections
  • Shared brief
  • Tasks and handoffs

The coordination gap

The work is connected. The systems aren't.

The advisor sees investments. The CPA sees tax. The client sees one financial life—and expects the advice to line up.

FA

Financial advisor

Portfolio context

  • Accounts and balances
  • Holdings snapshots
  • Planning opportunities
CPA

Tax professional

Tax context

  • Prior-year figures
  • Scenario projections
  • Documents and deadlines

A purpose-built shared desk

Less translating. More deciding.

Duovisory gives each professional the context they need without flattening their distinct responsibilities.

01

See the whole client

Portfolio and tax, side by side.

Start every conversation with the same balances, tax history, active scenarios, and open questions.

02

Decide together

Keep the reasoning with the decision.

Compare scenarios, add professional notes, and preserve a decision trail everyone can revisit.

03

Keep work moving

Make every handoff explicit.

Turn the next step into an owned task instead of another email thread or meeting note.

CPAUpload Q2 estimateDue Fri

How it works

A clearer workflow from first invite to final handoff.

  1. 01

    Open a shared workspace

    Create one secure desk for the firm, then organize every household inside it.

  2. 02

    Bring both advisors in

    Invite the FA and CPA with clear roles, access, and responsibility from day one.

  3. 03

    Build the client picture

    Keep portfolio context, tax years, documents, messages, and decisions together.

  4. 04

    Move the decision forward

    Assign the next handoff, preserve the reasoning, and keep everyone oriented.

Security by architecture

Professional trust needs concrete controls.

Duovisory uses organization-level tenant boundaries, role-aware access, signed identity events, and a database available only on Railway's private network.

  • 01Clerk Organization isolation
  • 02Role-aware FA and CPA writes
  • 03Signed webhook verification
  • 04Private-network PostgreSQL

Bring the advice together

Give every shared client one clear place to move forward.

Start with Duovisory