OTs, keep more of what you earn.
You showed up for your patients. We'll keep your money organized, your books clean, and every deduction accounted for, so you keep more of what you earn.
Free early access. No credit card. Setup in minutes.
Sound familiar?
You went to school to be a clinician, not a bookkeeper. Sumly handles the rest.
Not tracking expenses for your PRN work or serving patients directly.
Client payments split across Zelle, Venmo, and the occasional check.
Receipts scattered across your inbox, camera roll, or missing entirely.
A smaller refund, or a bigger tax bill, than you were expecting in April.
What Sumly does for OTs.
One simple system that handles the parts of your business that aren't clinical.
Deductions found this month
$1,847
AOTA dues, NBCOT renewal, theraputty, sensory equipment, telehealth software, all flagged.
Deductions you might be missing.
If you paid for it to do your job, there's probably a deduction in it. Sumly catches them all.
Clinical & equipment
Therapy tools, theraputty, weights, splints, sensory equipment, adaptive equipment.
License & CEUs
AOTA, state license, NBCOT renewal, CEU courses, NDT, sensory integration, hand therapy.
Travel
Conference travel, lodging, parking and tolls for work-related trips, professional development.
Workspace & tech
Home office, internet and phone (business %), EMR, scheduling software, telehealth tools.
Insurance & liability
Malpractice, professional liability, business liability, self-employed health, disability.
Marketing & admin
Website, business cards, bookkeeping fees, LLC or PLLC formation, banking and merchant fees.
What an OT can expect.
For an OT making $95K, here's an illustrative look at the tax you could save by catching every deduction with Sumly.
Estimated tax saved
$6,100
- License, NBCOT, malpractice, CEUs+$1,800
- Equipment, supplies, telehealth tools+$1,500
- Home office actual vs. simplified+$1,200
- SEP IRA contribution+$1,600
Based on a $95K OT, single filer. Your numbers will vary.
$2,350+
average annual tax savings for Sumly users
$18,553
in tax savings for one real customer (Ben W.)
Financial tips for OTs, gently delivered.
A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your practice.
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FAQs
Will Sumly track mileage between patient visits?▾
Not yet. Automatic mileage tracking is on the roadmap. For now, Sumly captures every other deductible expense (CEUs, supplies, malpractice, home office, software) and your tax pro will include any mileage you log separately.
Do I need a PLLC instead of an LLC?▾
Many states require a PLLC (Professional LLC) for licensed healthcare professionals like OTs. Sumly helps you pick the right structure for your state.
Will Sumly work with my existing CPA?▾
Yes. Sumly produces a clean P&L and categorized expenses you can hand to any tax pro. Or get matched with one who knows OT work.
How long does setup take?▾
Minutes. Connect your bank, card, and financial apps. Sumly does the rest in the background.
Keep more of what you earn.
Spend less time on admin, more time with clients. Sumly handles the rest.
Free early access. No credit card. Setup in minutes.