Everyone sees only what they should.
Give each person a role and fine-grained permissions, so the right people reach the right clients, billing and sensitive data — and no one sees more than they need.
As a practice grows, "everyone can see everything" stops being convenient and starts being a risk. Roles and permissions let you decide exactly who can reach which clients, settings, billing and sensitive data such as TFNs.
Assign each team member a role, from partner down to read-only, and refine it with granular permission sets. Access is scoped to your workspace, so staff only ever see your practice's data — never anyone else's.