SoleTrader
You're looking at SoleTrader — business management software for self-employed professionals and sole traders, built with soul. Clients, projects, invoicing, mileage, Self Assessment — and a Holistic Impact score for every client relationship. Your data, your server, no subscriptions.
Business management with soul — an aide memoire
SoleTrader helps you manage clients, jobs, projects and finances across one or more
businesses — invoicing, mileage, Self Assessment, scheduling and more.
But it also asks better questions.
The Holistic Impact tab on every client record tracks five dimensions: environmental footprint, social value, ethical alignment, personal wellbeing and quality of work. Because the best businesses track more than money — they track meaning.
"Run your business. Mind your values."
Built on the same foundation as our holistic health practice software — the values that shaped those systems are baked into this one too. No subscriptions. Your data on your own server. Priced for independence.
The Holistic Impact tab on every client record tracks five dimensions: environmental footprint, social value, ethical alignment, personal wellbeing and quality of work. Because the best businesses track more than money — they track meaning.
"Run your business. Mind your values."
Built on the same foundation as our holistic health practice software — the values that shaped those systems are baked into this one too. No subscriptions. Your data on your own server. Priced for independence.
Modules
Clients
Full client records — contact details, company, notes, documents, letters, project images and job history. All in one place.
Jobs
Log each piece of work — date, client, service, fee, notes. Builds a complete work history per client and business.
Projects
Track project milestones — what's on your end, what's on the client's end. Progress bars, achieved and pending items.
Holistic Impact
Environmental, social, ethical, wellbeing and quality scores for every client. Auditable. Printable. Available as letter merge fields.
Invoices
Create, send and track invoices linked to clients and jobs. Status tracking from draft to paid. Coming soon.
Schedule
Week, day and month diary views. Colour-coded appointment types, recurring bookings, room and resource management.
Accounts
Income and expenditure records, monthly summaries, payment methods. Clean data for your accountant at year end.
Mileage
Log business journeys at HMRC approved rates. Automatic 45p/25p threshold tracking, tax year summary and CSV export.
Tax Summary
Self Assessment helper — income by HMRC category, expenditure, mileage claim and MTD quarterly breakdown. CSV for your accountant.
Letters
Write letters and proposals with auto-populated client and business details. Saved against the client record.
Documents
Contracts, agreements, terms and client documents with merge variables. Print-ready with your business letterhead.
Audit & Search
Cross-tab query builder — find clients by any combination of criteria. Tag cohorts and export results.
Statistics
Business dashboard — income trends, job counts, client growth. Monthly and annual summaries per venture.
Stock
Track materials and product inventory. Set reorder thresholds and monitor low stock across your business.
Development
Log professional development hours, courses and qualifications. Build your CPD record over time.
Import / Export
Export all data as CSV. Import clients from any CSV with flexible column mapping.