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therapy business tools and resources

REdD Strategy is affiliated with most of these tools.
These are the business tools and resources that I and my clients use
for business and feel comfortable recommending to you.  

Starting and managing a private practice doesn't have to be complicated.
In fact, it can be very simple if you find the right tools to help you. 

In the years I have spent working with therapists and managing REdD Strategy,
I tried many business tools online and offline and came up with this list of valuable,
easy-to-use, and impactful business tools that helped me and my clients grow the business.


And because I love these services, I feel confident in recommending them to you. I only include links on this page for products / services I use (current or past), for products / services I support, and for individuals and companies who align with my personal values. Often these offers include a discount or special offer for you. If you click a link from this page and purchase an item, I may receive a commission. The commission comes from the vendor after purchase and does not increase the cost to you. Questions before using any of these links?
Email me at


simple practice - ehr software

Roughly 80% of my own clients use Simple Practice for running their private practice. 

I personally have looked into other EHR software for therapists and have consistently found that Simple Practice offers everything a private practitioner needs. 

It's the only practice management software that allows you to go fully virtual, in-office, or anywhere in-between. Integrated with telehealth, online appointment requests, paperless intakes, and more.

And you can try it for free!


capital one spark credit card

Keeping your business expenses separate will not only make your own life easier but will win you extra points with your bookkeeper and accountant. A dedicated credit card for your business is the next step you need to take after opening a bank account. 

A well-chosen credit card for your business will help you grow your business and get rewards for using it. 

After using different credit cards, I chose Spark from Capital One. It offers unlimited 2% cash back on every purchase, every day. That's the best deal I could find in the market. I often use the rewards on covering a portion of my bill and it adds up!


convertkit email marketing

Unlike your communication with clients, your email marketing doesn't need to be HIPAA compliant. 

Email marketing is what helps you spread your message, notify your audience about the news in your private practice and send useful non-confidential information that provides extra value for your current and potential clients. 

I use email marketing more than any other marketing technique and I've tried different services to communicate with my subscribers. 

I found Convertkit to be the most convenient and robust tool for sending email blasts and automating email sequences.Best of all you can try it for free!


Constant contact email marketing

Even though there's no need for a HIPAA-compliant email marketing platform, I found one for you anyway!


Constant Contact is a veteran of email marketing and offers Mobile, Email and Social Media marketing solutions. 

It's HIPAA-compliant provided you sign the BAA agreement and it offers a free trial. 


canva graphic design app.

Canva is the most versatile graphic tool available online today. With Canva you don't have to hire a graphic designer for every little thing like an Instagram post or a flyer. 

You can use Canva for literally any design project you need. You can even create your own logo using hundreds of templates that the application provides. 

Canva is both a desktop and a mobile application and can be used by anyone, even professional graphic designers like myself. There are templates for any project and you can start designing today with a completely free account.


novo bank business account

Opening a business checking account is one

of the first things you'll do after creating a legal entity for your business. 

After starting REdD Strategy, I headed directly
to my local bank to open a business account, thinking that it would be the best option for my finances and my business. I was wrong. Not only did I have to keep a minimum balance of $1,500, but I was also tied to an online interface that was not compatible with small business needs. 

After doing an extensive search online, I decided to move my business to Novo Bank, geared specifically to small business owners. It offers
no balance minimum, no hidden fees, and is easy to interact with online. 


a Squarespace template for therapists

A pre-built, installed-for-you website layout is beautiful, 100% customizable, easy-to-manage, and specifically designed for therapists in private practice. There’s no complicated code to customize, or Canva graphics to design—just add your images, fonts, color palette, and words, point your domain, and go live!

14-day Satisfaction Guarantee or your money back!

The Ultimate Squarespace Template for Therapists and Counselors in Private Practice


hushmail online forms 

While I don't have the need for this service for my business, Hushmail provides a great service for healthcare providers that are required to be HIPAA compliant. 

Hushmail is your all-in-one solution for secure client and patient communication. It's perfect for therapists, psychologists, optometrists, dentists, chiropractors, physical therapists,

and other healthcare professionals.

You can send encrypted emails to your clients that provide complete confidentiality and accept intake forms from new clients. 


namecheap domain provider

Namecheap is my main go-to service for buying domain names. You might be surprised, but I have more than one registered to me. So I use it quite a lot. 

Before you start building your website, you need to make sure that the name you've selected for your private practice as a URL is available for purchase. 

Namecheap makes the whole experience very easy and even gives suggestions for other extensions besides .com. The dashboard is easy to navigate, which comes in handy when you're trying to connect your domain to your website.


podia digital products and course platform

This platform makes it easy to build your first online course, sell your digital products and even create your own membership. 

I use Podia to sell my products and my course Private Pay Pathway. 

I like the simple interface and the robust library of tutorials and articles that made setup a breeze for me. Podia has email marketing and blogging capabilities as well and if more affordable than Kajabi and other course platforms.

Sphere on Spiral Stairs


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