Therapists, keep more of what you earn.
You hold space for your clients. We'll hold your finances, so your books stay clean, every deduction is caught, and April never sneaks up on you.
Free early access. No credit card. Setup in minutes.
Sound familiar?
You went to school to do the deep work, not to chase receipts. Sumly handles the rest.
Income split across SimplePractice, Stripe, Ivy Pay, Alma, Headway, and the occasional check.
Supervision hours, CEUs, and license renewals paid out of pocket and never tracked.
Office rent, EHR, and Psychology Today fees buried in your personal account.
A bigger tax bill than you expected, after a year of holding everyone else together.
What Sumly does for therapists.
One simple system that handles the parts of your practice that aren't sitting with clients.
Deductions found this month
$2,140
AAMFT dues, EMDR training, SimplePractice, Psychology Today, malpractice via CPH, all flagged.
Deductions you might be missing.
If you paid for it to do your work, there's probably a deduction in it. Sumly catches them all.
Clinical & office
Sand tray, art and play therapy supplies, books, assessments, white-noise machines, comfortable chairs.
Licensure & CEUs
State license, AAMFT, NASW, ACA, supervision hours, EMDR, IFS, Gottman, trauma-informed training.
Travel
Conferences, retreats, parking and tolls between offices, lodging for trainings and supervision.
Workspace & tech
Office rent, home office, internet and phone (business %), SimplePractice, TherapyNotes, telehealth platforms.
Insurance & liability
Malpractice via CPH or HPSO, business liability, self-employed health, disability, business insurance.
Marketing & admin
Psychology Today, Alma and Headway profiles, Grow Therapy, website, billing service fees, LLC or PLLC formation.
What a therapist can expect.
For a therapist making $95K in private practice, here's an illustrative look at the tax you could save by catching every deduction with Sumly.
Estimated tax saved
$6,400
- License, supervision, malpractice, CEUs+$2,000
- Office rent, EHR, telehealth tools+$1,600
- Home office actual vs. simplified+$1,200
- SEP IRA contribution+$1,600
Based on a $95K therapist, 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 therapists, 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 client sites or offices?▾
Not yet. Automatic mileage tracking is on the roadmap. For now, Sumly captures every other deductible expense (supervision, CEUs, malpractice, EHR, office rent) and your tax pro will include any mileage you log separately.
Should I be an S-corp or stay a sole proprietor?▾
It depends on your private practice income and state. Sumly helps you understand when an S-corp election starts to pay off and walks you through PLLC requirements where they apply.
I work with insurance panels and a 1099 group practice. Can Sumly handle both?▾
Yes. Sumly tracks income from every payer (insurance, Alma, Headway, Grow, cash-pay via Stripe or Ivy Pay) and keeps your books clean for your tax pro.
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 holding space. Sumly handles the rest.
Free early access. No credit card. Setup in minutes.