My Favorite Products & Services

Every tool on this page earns its spot because I’ve used it, recommended it to a client, or both. This isn’t a list of software a marketing blog told me to promote. It’s the shortlist I actually pull up when a therapist in private practice asks me what to use for billing, email, or website copy.

Affiliate Disclosure: All of these are affiliate links, which means I earn a small commission if you sign up. It costs you nothing extra, and I only recommend tools I’d stand behind without the commission attached. Partner programs include but are not limited to: Amazon, Headway, and SimplePractice.

Insurance & Practice Management

[My Top Choice] Headway: Similar function to Alma: credentialing and billing management for providers who accept insurance. Worth comparing both before you pick one, since pricing and panel access vary by state. Read my full review here.

[My Top Choice] SimplePractice: An EHR and practice management system. Scheduling, notes, billing, and a client portal live in one place, so you’re not stitching together five different tools to run your practice. Read my full review here.

Jane App: An EHR and practice management platform, similar to SimplePractice, with scheduling, notes, billing, and telehealth built in. Worth comparing against SimplePractice since pricing and interface preferences vary by practice.

Practice Better: An EHR and client management platform built for health and wellness practitioners: therapists, nutritionists, coaches. Worth comparing against SimplePractice and Jane App if neither quite fits how you run sessions and track client progress.

Alohi (Fax.Plus & Sign.Plus): A HIPAA-compliant e-fax and e-signature service. Handles the releases of information, insurance faxes, and signed intake paperwork that somehow still require an actual fax number.

[My Top Choice] Ivy Pay: Use code ALEX627 for $100 in free charges. A HIPAA-compliant payment platform built specifically for therapists to store and charge client credit cards. Lets you collect session payments or no-show fees by text, without keeping card numbers in a spreadsheet or typing them in by hand. Read my full review here.

Legal & Business Protection

[My Top Choice] Contract Club (Braden Drake): Attorney-drafted contract templates built for service providers, not generic business owners. Gives you legal language you couldn’t write yourself, without paying attorney hourly rates for every document.

Trademark Quickie Search (Braden Drake): A guided search to check whether the name you want for your practice is already trademarked. Cheaper than an attorney’s hourly rate, and it catches a naming problem before you’ve printed business cards around it.

Legally Launched (Braden Drake): A starter kit for the legal basics of your practice. Built for therapists who know they need an LLC and a privacy policy but have no idea where to start.

Unf*ck Your Biz (Braden Drake): A book, also available as an audiobook, on the legal side of running a small business without a law degree. Covers the parts of practice ownership grad school never mentioned.

Email Marketing & List Building

*Note: Communication platforms are not typically HIPAA-compliant, so be sure to double-check with your licensing board/malpractice insurance before using with PHI.

[My Top Choice] MailerLite: A more budget-friendly email platform. A solid starting point if you’re building your list before your revenue can support a pricier tool.

Kit (formerly ConvertKit): Email marketing software built for creators and small businesses. This is where your newsletter lives, and where you nurture the leads who found you but aren’t ready to book yet.

Liz Wilcox’s Email Marketing Membership: A $9-a-month membership that teaches email marketing in small, weekly pieces. A low-cost way to actually learn the skill, instead of just renting the software and staring at a blank campaign.

Deliverability Unboxed: A course on authenticating your email domain, so your newsletters land in inboxes instead of spam folders. Worth doing before you spend real time writing emails nobody sees.

InboxAlly: A deliverability service that warms up your email list so campaigns land in inboxes instead of spam folders. Pairs well with Deliverability Unboxed if your open rates have quietly dropped and you can’t pinpoint why.

ActiveCampaign: An email marketing and automation platform with more built-in CRM features than tKit or MailerLite. Worth a look once you’ve outgrown a basic newsletter and want to automate follow-ups based on what a lead actually clicks.

Website, SEO & Content Tools

Answer Socrates: A budget-friendly keyword research tool that shows what people are actually typing into Google. It takes the guesswork out of your blog titles, so you’re writing what your ideal client is searching for instead of what sounds clever to you.

[My Top Choice] Link Whisper: A WordPress plugin that suggests internal links while you write. It strengthens your site’s SEO foundation without you having to manually remember which pages link where.

Client Communication & Lead Generation

*Note: Communication platforms are not typically HIPAA-compliant, so be sure to double-check with your licensing board/malpractice insurance before using with PHI.

Interact: A quiz-building platform. Great for an interactive lead magnet, something like “Which Type of Therapy Fits You?”, that captures emails from people browsing your site before they’re ready to reach out directly.

ManyChat Automates your Instagram and Facebook DMs. It answers the questions you get asked fifty times a week, like whether you take insurance, even while you’re sitting in session.

Keap is a CRM and marketing automation tool built for small businesses. It tracks a lead from the first time they find you all the way through to booked client, so nobody falls through the cracks.

SurveyMonkey A survey builder for client feedback forms, intake questionnaires, or post-workshop evaluations. A fast way to collect structured feedback without building a form from scratch.

Content Creation & Repurposing

Canva: A design platform for social graphics, worksheets, and printable client handouts. No design background needed to make something that looks intentional.

Descript: Audio and video editing software. If you’re turning blog posts into podcast episodes, this is where the editing happens. *Note: Not HIPAA-compliant, so be sure to double-check with your licensing board/malpractice before using with PHI.

Opus Clip: Takes a long recording and automatically cuts it into short clips for social media. Useful if you’ve got a workshop or webinar sitting on your hard drive that could be six months of content.

Hosting, Checkout & Organization

[My Top Choice] Lyrical Host: Web hosting for your website, with a discount code available for new sign-ups. Read my full review here.

ThriveCart: A checkout cart for selling digital products, courses, or memberships straight from your website. *Note: Not HIPAA-compliant, so be sure to double-check with your licensing board/malpractice before using with PHI.

Airtable: A flexible database and project tracker. Useful for client intake pipelines, content calendars, and keeping referral sources organized in one place instead of six sticky notes. *Note: Not HIPAA-compliant, so be sure to double-check with your licensing board/malpractice before using with PHI.

Paid Traffic

*Note: Not all ads are HIPAA-compliant, so be sure to double-check with your licensing board/malpractice before using.

[My Top Choice] Ads HQ Membership: Ongoing support for running Facebook and Instagram ads. For practice owners who want a steadier lead flow than organic search and referrals alone can give them.

FB Ads Bootcamp: A bootcamp for building your first list-building ad campaign from the ground up. A reasonable entry point if you’ve never run a paid ad before and don’t want to guess your way through it.

Income Diversification for Clinicians

Diversify Your Income With CEUs (Michelle Risser): A course that walks you through becoming an approved CEU provider. For therapists who want to teach other clinicians and build a second income stream from the expertise they already have.

CEU Providers Bootcamp: A five-day, lower-cost version of the CEU course above, built for testing the idea before committing to the full program.

Own Your Expertise Workbook: A workbook to help you name what you actually bring to the table, before you try to build a digital offer around it.

Topics That Transcend: A mini course for narrowing your specific area of expertise, so a future CEU training or workshop has one clear focus instead of trying to cover everything.

Gmail Genie: Fourteen ready-to-use email templates for therapists. Built to save you time on the inbox tasks that quietly eat your week.

Inclusify Your Offers: An audit tool for checking your digital offers against inclusivity and accessibility gaps you might not catch on your own.

Printify: A print-on-demand platform for turning a design into mugs, shirts, tote bags, or journals, without holding any inventory yourself. Useful if you want branded merch for a workshop, or to turn a worksheet into something clients can actually hold. Need Ideas? Check out my posts:

PartnerStack: A platform for running your own affiliate or referral program. Relevant once you’ve built a course, CEU training, or digital product and want other therapists earning a commission for sending people your way, instead of tracking referrals by hand.

Business Finance & Bookkeeping

*Note: Platforms are not always HIPAA-compliant, so be sure to double-check with your licensing board/malpractice insurance before using with PHI.

Bookkeeping Blueprint (Braden Drake): A template for tracking practice income and expenses without hiring a bookkeeper. Built at a fraction of what most accounting templates cost.

Tax Toolbox (Braden Drake): A guide to the tax side of running a private practice: what you can deduct, what to set aside, and what to stop guessing about every April.

Heard: A bookkeeping and tax platform built only for therapists in private practice. A dedicated bookkeeper reviews your books every month, and their team handles quarterly tax estimates and annual filing, so you’re not guessing at deductions every April. Read my full review here.

Money Mindset for Therapists

Rates and money come up constantly in this field, usually tangled up with guilt. These are the resources that helped me get past it.

Denise Duffield-Thomas (author): Her books, including Chill & Prosper, take a relaxed approach to money mindset and building a practice around the life you actually want. Check out all her books below:

Amanda Frances (author): Her book Rich as F*ck is a blunt, no-apologies introduction to pricing your services at what they’re worth, without the guilt that tends to follow therapists into their fee schedules. Her book list is below:

Kate Northrup (author). Her book Money: A Love Story connects financial habits to physical and emotional health, which lands differently coming from someone trained to notice that connection in clients. I have listed all her books below:

Business Savings & Perks

Rakuten: A cash-back program for online shopping. Since you’re already buying office supplies and subscriptions online, this returns a small percentage of purchases you’d be making regardless.

Chase United Business Card: A business credit card that earns miles on expenses your practice already has: EHR subscriptions, office equipment, telehealth platforms. Worth comparing before those charges keep running through a card that gives nothing back.

Audible: I do most of my reading via audiobook since I am a busy mom boss on the go. Audible is the app I use the most on my phone, hands down.