Monthly Performance
Monthly Gross
0.00
Monthly Expenses
0.00
Monthly Net Profit
0.00
Tax Provision (Set Aside)
0.00
Sessions Held
0
Yearly Practice Analytics
Gross Practice Revenue
0.00
Total Practice Expenses
0.00
Est. HMRC Tax Liability
0.00
0.0% effective rateTrue Net (Post-Tax)
0.00
Outstanding Arrears
0.00
Gross Income by Payment Method
Yearly Revenue Bar Chart
Current Month's Sessions
0 sessions| Client Name | Date | Format | Status | Net Yield | Actions |
|---|
| Client Name | Start Date | Hourly Rate | Phone | Arrears | Status |
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Schedule New Appointment
Selected Day's Agenda
Month Year
Upcoming Scheduled Sessions
Log New Expense
Ledger & Chart Filters
Practice Expense Ledger
| Date | Description | Category | Amount | Receipt | Action |
|---|
Document Generator
Generate pre-filled, print-ready forms and contracts for your clients. Ensure your Lead Practitioner Name is set in the Configuration tab.
Client Name
Upcoming Scheduled Session
Record New Session Log
Session History Timeline
Onboard New Client Record
Practice Setup Configurations
Google Calendar Auto-Sync
Automatically add scheduled sessions directly to your Google Calendar in the background. Reminders set during booking will sync as native calendar alarms.
Backup & Data Archive
Because this software operates entirely locally inside your browser, download a data backup file periodically. We recommend downloading the complete ZIP backup archive.
UK HMRC Self-Assessment Tax Exporter
Compile and download a ready-to-file tax archive for any selected reporting period.
Google Account
Your practice data syncs seamlessly and automatically to your connected Google Drive account in the background.
Passkey Security
Protect your workspace behind your device's biometric scanner (Touch ID, Face ID, or Windows Hello). Toggle on to enable or register.
Log Out Session
This will disconnect your Google Account (if synced), lock the application, and require you to sign in again to access your practice data.
⚠️ Danger Zone: Clear Data
WARNING: Irreversible. Permanently erases all local & cloud data. Ensure you have a backup file first!