Security and your data · Who in my business can see what
Can my team see my personal finances or my taxes?
ComputerOpen Settings, then Team & seats and Access & permissions.
PhoneOpen Settings, then Team & seats.
No. Wealth, Foresight, Taxes, The Record, Businesses, Boost, Messaging and Settings are owner-only pages; a manager, bookkeeper or technician never sees them, and a link to one bounces them back. Field seats are narrower still: their own jobs, the schedule and Ask Des, with every money page off limits. Des follows the same lines — asked about revenue, pay or taxes, it tells a technician plainly that those are the owner's.