Accountants, consultants, and agencies running multiple client engagements.
What is in the file
- Client list with owner, status, and next review date
- Engagements with fee type (fixed / monthly / T&M)
- Task board fields: owner, due, status, blocked reason
- Optional time log that rolls into an engagement
- Handover checklist for when someone else picks up the file
- This-week and overdue views
Tabs
SettingsClientsEngagementsTasksTime (optional)Handover checklistDashboard
Practice licence extras
- White-label header
- External status sheet you can share with a client
- Handover note
- Licence to use across your own client base (one practice)
Not included
- Client login portal
- ClickUp / Asana sync
- Invoicing (use the Invoice Ledger)
One practice, many clients. This is not a white-label product you resell as your own software; it is a workbook you use to run the work.
Delivery: Google Sheets · Make a copy after payment. The live copy link is emailed after payment is confirmed — it is not published on this page.