For bookkeepers, tax preparers and small accounting firms

“What else do you need from me?”
Your clients can check for themselves.

A private portal for your clients: missing documents, amounts due, reports to download and an income chart — straight from the spreadsheet you already keep. Every client sees only their own.

Set up your client portal — 7 days free
Sound familiar?

The same questions — right when you're busiest.

By phone, by text, by email — and always in the middle of month-end. Lists of missing receipts get buried in a chat, the same report goes out for the fourth time, and every one of those calls breaks work that needs focus.

  • What else do you need from me?
  • How much tax do I owe this time?
  • Can you send me that report for the bank again?
Simple math

What is it costing you today?

80 clients × 2 questions a month × 3 minutes = 8 hours a month

Plug in your own numbers. Even at half that, it's a full working day every quarter — spent on answers your clients could have looked up themselves.

How it works

Three steps, one evening.

No developer, and no replacing what already works.

01

Connect your client spreadsheet

A spreadsheet exported from your accounting software, or a Google Sheet you already keep. Save the reports in a Google Drive folder and put each file's name in its row.

02

Choose what each client sees

A “My status” card, the list of missing documents, reports to download, a chart — and a dates tab every client sees.

03

Send each client one link

They type their email, get a one-time code, and see only what belongs to them.

What your practice gets

Fewer “what's missing?” calls. Calmer clients.

What's missing — without asking

Mark a document “Received” in your spreadsheet, and the client sees an up-to-date list of what they still owe you.

What to pay, and by when

The amounts you work out, in one place and in plain words — instead of one more message that gets lost.

Reports in one click

Clients download them on their own — even at 11 p.m. before a bank meeting. No more “can you send it again?”.

An income and expenses chart

Every client sees how their business is doing. A service that sets you apart — from the same spreadsheet.

Every client sees only their own

Rows are filtered by the client's email, and no file opens for anyone whose row it isn't.

Keep working in your spreadsheet

No new system, no typing anything twice. Your file stays the source of truth.

Your practice's name and brand

Your logo, your colors, your name. Clients see your practice — not eg2.

No passwords, works on any phone

A one-time code by email, and that's it. In English, Spanish, French, German and more.

Confidentiality

A client's data stays with that client.

  • eg2 gets read access only to the file and folder you choose — not to the rest of your Drive.
  • A file opens only for the client whose row it is in — the server checks on every request, previews included.
  • Reports stay in your Drive. eg2 fetches a file only when a client opens it, and deletes the temporary copy within hours.
  • No passwords to steal or guess: clients sign in with a one-time code sent to their own email.
Privacy Policy
Price
$10 / month

For the whole practice — not per client.

Less than one hour of your time a month. 7-day free trial, cancel anytime.

Set up your client portal All plans
FAQ

What bookkeepers ask us

No. Keep working as you do today and export what clients need to see to a spreadsheet. The portal shows what's in the file.

No — the portal is read-only for clients. But each client's card can hold a link to wherever you already collect documents (a personal folder, a form, a messaging app), so it's always in the same place.

They see it the next time they open the portal. Many practices send a short “updated in your portal” message — no attachment, nothing to search for.

Each email address is a row in the file. Add a row for each person, and both see the same information.

Every client sees only their own rows, and a file opens only for the client whose row it is in. Reports stay in your Drive, and eg2 reads only the file and folder you chose.

Setting up the portal itself takes about a quarter of an hour. Most of the time goes into arranging the spreadsheet — and you do that once. After that, you update the file as you do today.

Usually within a minute of saving the file.

Your next month-end can happen without “what else do you need from me?”.

Connect your practice's client spreadsheet and see what your clients' portal will look like. Seven days, no charge.

Set up your client portal