SoleTrader · Screenshot gallery

A look inside

No install needed — just browse. Click any screenshot to zoom.

Welcome & Dashboard
Clients & Jobs
Finance
Holistic Impact
Admin & Setup
MTD / HMRC
Help

First thing you see when you log in — a dashboard that shows what matters right now.

Welcome hero
Welcome screen
Dashboard panels
Dashboard — activity & jobs
Dashboard projects
Dashboard — projects, stock & impact
Feature cards
Feature overview (1)
Feature cards 2
Feature overview (2)

Client records with full work history, project milestones and image uploads. Jobs tracked with fees, outcomes and service type.

Client work overview
Client — work overview & impact score
Project milestones
Project milestones — Our End / Client End
Jobs list
Jobs list with fee summary

Self Assessment summary, MTD quarterly breakdown and mileage log — all the numbers your accountant needs, in one place.

Tax summary top
Self Assessment — income & expenses
Tax summary MTD
MTD quarterly summary with due dates
Mileage log
Mileage log — HMRC rates, CSV export

The thing that makes SoleTrader different. A structured assessment of what your work means — beyond the money.

Impact environmental
Environmental & Social
Impact ethical
Ethical & Wellbeing
Impact quality
Quality, Progress & Impact Narrative

Admin tabs are locked for trial users — here's what's waiting when you install.

Access preview
Trial access notice
Setup security 1
Security — encryption overview
Setup security 2
Security — shared hosting checklist
Setup value lists
Value lists — 20+ editable dropdowns
Setup schedule
Schedule — appointment types
Setup locations
Businesses & locations
Setup business
Business details & settings
Enquiry widget
Enquiry widget for your website
Import export
Import / Export & backup

Connect SoleTrader directly to HMRC for Making Tax Digital quarterly submissions -- pulls your figures automatically from your accounts.

MTD Setup
MTD / HMRC Setup
MTD Submit
Submit quarterly figures to HMRC

Built-in help guide — searchable, printable, with install guide link and full feature list.

Help
Built-in help guide