Monthly Performance
Monthly Gross
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
Gross Income by Payment Method
Yearly Revenue Bar Chart
| Client Name | Start Date | Rate / Hr | Last Session | Net Yield |
|---|
| Client Name | Start Date | Hourly Rate | Phone | Status |
|---|
Schedule New Appointment
Selected Day's Agenda
Month Year
Upcoming Scheduled Sessions
Log New Expense
Practice Expense Ledger
| Date | Description | Category | Amount | Receipt | Action |
|---|
Client Name
0
0.00
Upcoming Scheduled Session
Record New Session Log
Session History Timeline
Onboard New Client Record
Practice Setup Configurations
Changes are saved and synced automatically as you edit.
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 All User Data
WARNING: This action is completely irreversible. Clicking this button will permanently erase all local data. If connected to a Google Account, your cloud backup will also be erased. Make sure you have downloaded a local backup file first!