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)
Welcome showing unpaid payments
Outstanding payments on dashboard

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
Four paths to recording income
Four possible ways to record income
Raise invoice from job
Invoice raised directly from a job

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
Regional settings
Regional — financial year & mileage rates

Connect SoleTrader directly to HMRC for Making Tax Digital quarterly submissions -- pulls your figures automatically from your accounts (optional add-on, pending HMRC approval).

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
Help — four paths to recording income
Four ways to record income
Help — full guide index
Help guide index