The screen is a view. The subscription is the ownership.
Keep the subscription in your name or your company's name. Invite the desk. Do not hand over the only login.
If you leave later, you should still be able to open the file. That question belongs on day one, not on the day you are unhappy.
Keeping books on a screen is ordinary work and nobody here holds a CPA license. An audit, a review or a compilation of your statements has to be signed by a firm that holds one, and if a lender has asked for that you'll hear it on the first call rather than after a subscription has started.
A bank feed does not finish a month on its own, whatever the marketing pane implies. Payday runs on a provider that stays in your name. The rest of the limits sit on the disclosures page.
Source. The holding-out and reporting rules at Texas Occupations Code sections 901.451, 901.453 and 901.456, read 29 September 2026 while writing about what a screen can show.
We should be a guest. If a setup ever requires the opposite, we will say why before anything moves.
Tell us whose name is on it today.
Yours, ours would-be, or you are not sure.
You will be talking to the Steven Palmieri practice.