The 5 Best Business Tools for Coaches & Therapists (That I Actually Use & Love!)

Running a coaching or therapy business can feel overwhelming, but the right tools can save you time, keep you organized, and help you grow. In this post, I’m sharing the 5 best business tools I actually use to manage clients, automate workflows, track finances, and streamline communication. Whether you need paperless intake forms, professional email, project management, or accounting solutions, these tools have made my life easier—and they can do the same for you! Plus, I’ve included exclusive discounts & free trials so you can test them out. Ready to simplify your business? Let’s dive in!

✅ What It Does: IntakeQ is a HIPAA-compliant client intake & scheduling system perfect for therapists and coaches.

✅ Why I Love It:
✔ Completely paperless intake forms (no printing or scanning!)
✔ HIPAA-compliant & secure client communication
✔ Automated appointment reminders reduce no-shows

✅ Who It’s For: Therapists & coaches who want an efficient, secure system for managing client forms & scheduling.

🎁 Try IntakeQ Free for 21 Days!

✅ What It Does: Systeme.io is an all-in-one platform for building email lists, creating sales funnels, selling courses, and automating marketing.

✅ Why I Love It: ✔ Replaces multiple tools (email, landing pages, sales pages, courses) ✔ Super affordable compared to Kajabi & ClickFunnels ✔ Easy-to-use even if you’re not tech-savvy

✅ Who It’s For:Coaches, therapists, and course creators looking to sell digital products & build an audience.

🎁 Try Systeme.io for Free!

💡 Want to help me sell my courses and earn commissions? Systeme.io allows you to promote my courses as an affiliate.

Learn how here: Sell our courses & earn a commission

✅ What It Does: QuickBooks is an easy-to-use accounting tool that helps you track income, expenses, and handle taxes without stress.

✅ Why I Love It: ✔ Automates expense tracking (connects to your bank) ✔ Saves hours on bookkeeping ✔ Makes tax season WAY easier

✅ Who It’s For: Any therapist, coach, or small business owner who hates spreadsheets but wants financial clarity.

🌞 Summer Deal: 90% Off QuickBooks for 3 Months
As a certified coach running two businesses, I rely on QuickBooks to keep my income and expenses organized (without burning out my ADHD brain).

👉 Sign up using my affiliate link to get the summer deal. I may earn a small commission — and I only recommend tools I truly use and love.

We are a Member of the QuickBooks Business Affiliate Program

✅ What They Do:

• Google Meet is great for business meetings, coaching calls, and virtual networking.

• Restream 2.0 is perfect for going live on multiple platforms at once (Facebook, YouTube, LinkedIn, etc.).

✅ Why I Love Them:

✔ Google Meet → Easy-to-use, integrates with Google Calendar, and included with Google Workspace.

✔ Restream 2.0 → Lets you broadcast live across multiple platforms simultaneously with enhanced customization.

✔ Together? → You can screen share Google Meet on Restream for multi-platform streaming.

✅ Who They’re For:

✔ Google Meet → Best for coaching sessions, group programs, & team meetings

✔ Restream → Best for live workshops, webinars, and Q&A sessions

🎁 Try Restream Free & Stream to Multiple Platforms!

🎁 I'm not currently a Google affiliate but think they are great for business building.