Every client sends a different shoebox
Statements by email, a spreadsheet that doesn’t tie, and K-1s that arrive in March with no list of what’s missing.
For professionals
Work inside your client’s picture, with exactly the access they give you
For CPAs, bookkeepers, estate attorneys and advisers who serve families with real complexity. Your client invites you; you see the areas and entities they choose, in books that tie and figures you can trace.
- Two K-1s outstandingFund and syndication, expected by March 15Needs you
- September closeOne exception queued for reviewWatching
- Tax packagePrepared for the CPA, read-onlyDone
Sound familiar?
What gets hard at this stage
You see part of the structure
The entity you prepare a return for owns, or is owned by, things nobody told you about.
Access is all or nothing
Clients either share every login or none, and nobody remembers to revoke it afterwards.
What WealthCEO does
The parts built for you
CPAs and bookkeepers
Books that tie, every month
Double-entry books per entity, a close that names its exceptions, and a package ready for tax season.
- Trial balance that ties, or names offenders
- Rules that show what they’d do first
CPAs
Tax facts in one place
K-1s expected, received and missing; estimated payments; harvested losses and depreciation across entities.
- Read-only books alongside
- Facts, not tax positions
Attorneys
The structure, as it really is
The ownership map and each trust’s funding checked against actual title, built from the ledger.
- Estate exposure from the client’s entities
- Legal area only, if that’s what they grant
Everyone
Access the client controls
Your client chooses your areas, your entities and the date your access ends. Every change is logged.
- No shared logins
- Firm staff work under the client’s engagement
WealthCEO never moves money, places trades, files or signs anything. It watches, suggests and prepares; you act. How we protect your household
Free tools
Try the math first
Each runs in your browser on your own numbers. Nothing you type is stored or sent.
Estimated tax safe harbor calculatorThe federal estimated payments that keep you clear of an underpayment penalty, using the 100% and 110% prior-year rules.Required payments and four installmentsOpen the calculatorEstate tax exposure calculatorYour estate against the federal exclusion, today and years from now, for a single person or a married couple.Exposure today and in the years aheadOpen the calculator
FAQ
Questions
Do I need my own WealthCEO membership?
No. Your client invites you into their household with the access they choose. Tell us about your practice when you request access, and we’ll be in touch about working with several client households.
Does WealthCEO give my clients advice that conflicts with mine?
The software is educational, not advice. It surfaces facts and educational prompts for clients to bring to you.
Also for: Business owners · Real estate investors · Families with trusts
Ask to join the private beta
We’re opening WealthCEO to a small number of households at a time. Tell us about yours.