Keep shared accounts simple
Put requests, reports, people, and access rules together from the start.
Objectives
Make money work easier to share and review.
We are improving shared accounts, client work for accountants, clear access, and optional assistants that follow the same rules.
What we are improving
Make accountant work easier
Improve the accountants app for client files, team access, reviews, and reports.
Make reports easier to trust
Keep reports, approvals, and follow-up with the client records that produced them.
Make assistants practical
Let people connect an assistant when they already use one. Keep it optional and under the same access rules.
How it should work
Work every day
FinButler has to be dependable for daily family, business, and accounting work.
Keep access clear
People should know what they can see, what they can change, and who else has access.
Show what needs attention
Families, teams, and firms should quickly see what is waiting and who is handling it.
Who we want to help
Keep one FinButler story
The family app, accountants app, and website should tell the same clear story.
Help more accounting firms
Support people who keep their own books and firms that manage many clients.
Connect other tools carefully
Integrations should make FinButler more useful without creating a second set of records.
How we will judge progress
We will look at whether people spend less time copying data, whether accountants can finish reviews more easily, and whether everyone can see what still needs attention.
More features are not the goal. FinButler should become easier to understand and more useful in the work people already do.