Share engagement status, invoices, and tax filing progress with each client. Keep internal billing data like staff hours hidden.
PREVIEW
Owner Column: Client · Hidden: Billable Hours, Staff Assigned, Realization Rate
| Client | Engagement | Status | Due Date | Tax Year | Amount Due | Amount Paid | Balance |
|---|---|---|---|---|---|---|---|
| Rivera Holdings LLC | Corporate Tax Return (1120) | In Progress | 2026-04-15 | 2025 | $4,500 | $2,250 | $2,250 |
| Rivera Holdings LLC | Quarterly Bookkeeping Q1 | Complete | 2026-04-10 | 2026 | $1,200 | $1,200 | $0 |
| Dr. Sarah Kim (DDS) | Personal Tax Return (1040) | Under Review | 2026-04-15 | 2025 | $2,000 | $2,000 | $0 |
| Dr. Sarah Kim (DDS) | Payroll Q1 | In Progress | 2026-04-30 | 2026 | $900 | $0 | $900 |
| Maple Street Bakery | Monthly Bookkeeping Mar | In Progress | 2026-04-15 | 2026 | $600 | $0 | $600 |