You manage financials for 15-50 clients and each one wants to know their tax filing status and outstanding invoices -- but your internal workpapers contain all clients.
HOW IT WORKS
Connect your client engagement tracker Google Sheet to SheetGate
Set "Client" as the Owner Column so each client sees only their engagements
Hide internal columns like billable hours, staff assigned, and realization rate
SAMPLE DATA
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 |
| Maple Street Bakery | Monthly Bookkeeping Mar | In Progress | 2026-04-15 | 2026 | $600 | $0 | $600 |
THE IMPACT
Saves 6-10 hours/week compared to responding to client status inquiries. During tax season, this multiplies to 15+ hours saved per week across 40 clients.