Your data, your choice
You should understand how FinButler uses your data and choose who can see it.
Policies
The promises behind FinButler
We explain how your data is used, let you choose who can see it, and keep connected assistants under the same rules.
Core commitments
Security from the start
Sign-in, storage, and sharing should protect your information without extra setup.
Clear access
Clients, firms, and team members should only see the accounts and reports they need.
Assistants follow the same rules
A connected assistant only sees what your account allows and cannot skip review.
How this shows up in the product
Private and shared work stay separate
Firm notes can stay private while clients see the books and reports shared with them.
You can see who has access
Access should be easy to understand and match what each family member, teammate, accountant, or client needs to do.
Reports stay with the client
Shared reports and follow-up requests stay with the client records that produced them.
Connections cannot skip review
External tools follow the same access and review rules as the FinButler app.
Related documents
Read the full details in our public legal and security pages.