Therapists and counsellors
Accounting software for therapists and counselling practices
Invoice sessions, take payment, offer reduced fees consistently, and if you run a group practice, work out each associate's share and see what each clinician brings in.
For private-pay psychotherapists, counsellors, psychologists and social workers in the US and Canada. Your client list stays on your PC in an encrypted file, for $399.99 once.
No card, no account. Windows 10 and 11. United States and Canada.
What it means
In practice
Session billing without clutter
Set up a service item for each session type and rate. Invoice after each session or once a month, and statements show what each client owes.
Reduced fees, applied the same way
Give a client a price level that takes a set percentage off your standard fee, so a sliding-scale client always gets the same rate without you recalculating it.
Group practice splits
Set each clinician up as a sales rep with their split percentage. Sales by Rep shows what each billed and their share, to pay through payroll or as a contractor.
A month of sessions on one invoice.
Less time on the books, more for clients
Most months come down to three jobs: invoice the sessions, record the payments, reconcile the bank. Each takes minutes.
At tax time, the P&L and expense detail are ready for your accountant, with 1099-NEC or T4A slips for any contracted associates.
What is in the licence
The whole job, in one price
Billing
Payments
Group practice
Privacy and year-end
Match the month's payments to the bank.
What it does not do
· No insurance claims, superbills or session scheduling.
· Not a clinical records system; keep session notes in your practice-management tool.
· Windows 10 and 11 for now (a Mac version is coming soon); no phone app.
· It imports your bank's statement file rather than connecting live to the bank.
Questions people ask
Before you download
Can I offer sliding-scale fees?
Yes. Give the client a price level, a percentage off your standard rate, and their invoices use it automatically. You can also change the rate on any invoice line.
Can it produce superbills?
No. Invoices and statements show dates, services and payments, but there are no diagnosis or procedure codes for insurance reimbursement.
How private is it?
The file is encrypted with your password and stays on your own computer. Nothing is sent to us. Keep clinical notes in your clinical system, not in invoice memos.
How do I pay associates a percentage?
Set each one up as a sales rep with their percentage and choose them on their invoices. Sales by Rep works out the share; pay it as commission on payroll or as a bill if they are contractors.
Coming from something else?
How it compares to what you use now
Get started
Your practice's books in a few minutes a week.
Set up your session types in the trial and invoice a week of sessions.
No card. No account. Nothing to cancel.