SoleTrader

SoleTrader is a self-hosted holistic business management application for self-employed people who have multiple projects or jobs. Manage clients, projects and jobs alongside income, expenditure, invoicing and mileage logging — all in one place, on your own server or computer. It has an holistic impact module for client, yourself and environment that also assesses milestones for your projects, together with interim check-lists that can be printed off for the client.

Unlike cloud accounting alternatives, there are no monthly subscription fees, no third-party servers holding your financial records, and no lock-in.

Install on your own computer, NAS device, shared hosting or VPS. Browser-based access means it works from any device when internet-hosted.

Built-in optional MTD (Making Tax Digital) integration and Quarterly figures pulled automatically from your accounts that can be submitted with one click.(if you ever wanted or needed that!)

GDPR Compliant; it has optional AES-256-CBC field-level encryption that protects sensitive client records or if your work is in sensitive sectors such as medicine, law, defence etc (important if you are on the internet, using a server etc )

Includes an optional client enquiry widget for your website, appointment scheduling, a full accounts and invoicing suite, letters (with templates), documents, images etc that can all be attached to a client record as needed.

It has import export and backup all available together with editable fields to use in drop-downs for quick input

A built-in setup wizard handles first-run configuration.

There is a free live working demo for you to try on our servers, so no install necessary to see it in action