Business Management for
Self-Employed Professionals

Clients, projects, invoicing, mileage and Self Assessment — plus a Holistic Impact score for every client relationship. Because the best businesses track more than money.

One-off price · No subscriptions · Shared hosting or your own server

"Business management with soul."

Looking for an easier installation?   Easy Install version available →

Try before you buy — use the free working demo on our servers to see if it fits how you work (no installation necessary). If you like it, install on PC Mac or shared hosting or your own server, use it with up to 10 client records, then buy a licence key to unlock unlimited use.

SoleTrader

One edition — everything you need to manage your clients, jobs and projects across one or more businesses.

SoleTrader
Business management for self-employed professionals

Whether you run one business or several, SoleTrader gives you a clean, organised record of every client, job and project — with accounts, documents, letters and scheduling built in. One login, all your ventures.

  • Full client records — contact, notes, documents, images
  • Job log per client — service, fee, outcome, payment
  • Project milestones — Our End & Client End tracking
  • Multiple businesses / ventures per install
  • Scheduling — day, week & month diary
  • Accounts — income, expenditure, summaries
  • Letters & document templates
  • Audit search & project milestone search
  • Enquiry widget — embed on your website
  • Multi-user with tiered access levels
  • AES-256 field encryption — switchable in Setup
  • Database & full system backup built in
£45
introductory price · all features included
no subscriptions · free updates
Deliberately a low price — you may need a friend to help with standard installation, but now comes with an easy-install option. Always try the demo first. See our install guide for full guidance.
Try the demo → No installation needed — runs in your browser on our demo server. Explore the full system before committing.
⬇ Download & install first → Download and install on shared hosting, your own server PC or Mac or local machine. Use it free with up to 10 client records before buying. Includes Easy-Install.
📖 Installation guide

How it works

1

Install

Upload to your own web server, shared hosting, Synology NAS, Mac, PC or Raspberry Pi. Run the installer — takes a few minutes.

2

Try it

Use it free with up to 10 client records. Get comfortable with the system before committing.

3

Buy

When you're ready, pay securely via PayPal. Your licence key is emailed automatically — enter it in Setup to unlock unlimited use.

4

Done

Your data stays on your own server. No ongoing costs, no cloud subscription, no lock-in.

Everything included

Are you a holistic health practitioner? Our CrystalSolutions & PraxisClinic software is built specifically for osteopaths, naturopaths, acupuncturists and more — with full clinical records, Five Elements, homeopathic records and podiatry.