Online Consulting Platform: Top 10 Picks for 2026
The best online consulting platform is the one that carries a client from the first paid call to the last retainer invoice without you copying data between apps. So the deciding question is simple: after someone books a strategy session, does your software also send the agreement, take the payment, hold the notes, deliver the follow-up work and renew the retainer, or does each of those steps live in a different tool with a different login?
For most independent consultants who sell advice in calls, packages and monthly retainers, our pick is Coachful. We make Coachful, so weigh that, but the ranking below states its criteria in one line and is honest about where nine other tools do a specific job better. Each section opens with the situation that tool wins, lists its price as listed in October 2026, names its limits and ends with when you should pick it over Coachful.
If you are still deciding what you sell, the difference matters: advising and doing the work is consulting, helping someone find their own answer is coaching, and many people sell both. Our guide to coaching vs consulting covers that split, and best software for independent consultants looks at the wider back office.
Which online consulting platform fits your situation?
Start with the scenario that sounds most like your practice. The table below gives a best overall pick and five situational picks for consultants who sell advice online.
| Tool | Best for | Starting price (as listed, October 2026) |
|---|---|---|
| Coachful | Best overall: paid calls, agreements, retainers, client portal and follow-up work in one login | Lite: $29/month for up to 5 clients |
| HoneyBook | Project-based consultants who live in proposals and invoices | $29/mo billed annually (Starter) |
| Simply.Coach | Engagements paid for by a corporate sponsor | $9/mo (Starter, 3 active coachees) |
| Merkora | Testing paid sessions before spending anything | $0 until your first paid sale |
| Stan Store | Selling paid calls from a social media bio link | $29/mo (Creator) |
| Kajabi | Turning your method into courses and a paid community | $179/mo (Basic) |
What does a consultant actually need from software?
A consultant needs software that handles the commercial side of advice: booking paid time, agreeing scope in writing, collecting money on a schedule and keeping a record of what was advised. Delivery tools matter too, because most retainers include work between calls.
Here is the typical client journey for an independent consultant selling online, and the job software has to do at each step:
- Discovery. A prospect finds your site, a LinkedIn post or a referral and books a short discovery or paid diagnostic call. You need a booking page with availability rules, time-zone detection and intake questions, so you arrive knowing the problem.
- Proposal and scope. You send an offer: a fixed project, a block of advisory hours or a monthly retainer. Scope creep is the commonest profit leak in consulting, so the agreement should say what is in, what is out and how extra work is billed. Our consulting proposal template and consulting agreement template give you wording to start from.
- Signature and payment. The agreement gets signed before the first working session, and the first payment (or deposit) is taken at the same moment. Retainers need recurring billing; larger projects often need payment plans.
- Delivery. Calls happen, but so do action plans, document reviews, frameworks and check-ins. A client portal keeps all of it in one place so nothing is lost in email threads.
- Renewal. The retainer renews, or the project ends and you offer the next engagement. Clear history on the client record makes that conversation easier.
Two compliance points belong in your setup. First, if a mistake in your advice could cost a client money, look at professional liability insurance; the US Small Business Administration describes it as cover that "protects against financial loss as a result of malpractice, errors, and negligence" (SBA business insurance guide). Second, your business structure and tax filing (for US sole proprietors, Schedule C) shape how you invoice. Rules vary by state and country, so check with an accountant or attorney. If you are still at that stage, read how to start a consulting business first.
If one employer pays for advice delivered to its staff, the scope gets more delicate: who sees what, and who owns the outcome. Our piece on employer-funded coaching and consulting covers confidentiality and fee protection.
How did we choose and rank these tools?
We ranked on four things, in this order: one login for the whole client journey, delivery between sessions, total stack cost, and setup effort. We did not test these tools hands-on; the assessments come from what each vendor documents on its own pages and what public reviewers report, with prices as listed in October 2026.
To keep cost comparisons concrete, we used one example practice throughout: a solo consultant with 15 active clients, most on a monthly advisory retainer with two calls a month, plus one small group program for founders that runs twice a year. That consultant needs paid booking, signed agreements, recurring billing, a client portal, a way to run the group, and a simple website. Tools that only cover one of those jobs can still be the best at it, which is why the list mixes all-in-one platforms with specialists.
1. Coachful: the best online consulting platform overall
The scenario it wins: you sell paid calls, packages and monthly retainers, and you want the booking, agreement, payment, client portal and follow-up work to run through one system that your client opens with one login.
Coachful is a coaching platform that consultants use for the same reason coaches do: one subscription covers booking, payments, contracts, program delivery, courses, a community, a website with funnels and email, and an AI assistant. You get one login; each client gets one branded app. It is built for people who deliver structured work and not just one-off sessions, for solo practitioners growing into a small team, and for anyone replacing four to six tools.
Paid calls and retainers
Booking pages support availability rules, buffers, minimum notice and automatic time-zone detection, with two-way Google, Apple/iCloud and Outlook calendar sync. Each call gets a built-in video room or an auto-created Zoom, Meet or Teams link. Sessions can be paid at booking or drawn from session credits, which suits a "four advisory calls per quarter" package. Intake questions on the booking form mean the diagnostic call starts with context. Reminders go out by email, plus SMS 24 hours before and WhatsApp one hour before once messaging is enabled.
Payments run through your own Stripe Connect or Razorpay account: one-time fees, subscriptions for retainers, payment plans for bigger projects, order bumps, coupons, refunds, Apple Pay and Google Pay, and Stripe Tax. Every transaction produces an invoice, and you can create manual invoices for anything billed outside the checkout. Coachful takes a 0% platform fee (since August 2026); you pay only Stripe or Razorpay processing.
Agreements before the first call
Coaching agreements with e-signature are sent before the first call and stored on the client record, so scope, cancellation terms and confidentiality are signed before any advice is given. For wording that fits consulting engagements, start with the consulting agreement template and see how coaching contracts work inside the platform.
The client record and portal
Each client record holds goals, check-ins, notes, intake answers, tags, payments and sessions, plus an AI briefing before each call and a status of thriving, active, quiet or at risk. That status is useful on retainers: a client going quiet is often a client about to cancel. On the client side, the portal shows upcoming sessions, notes, documents, programs and progress under your branding inside the Coachful app.
Between calls, you can deliver multi-week programs with weekly goals, daily tasks and check-ins, or courses with modules, drip release and completion tracking. For a consultant that might be a 90-day implementation plan with weekly milestones, or a self-paced pricing course that accompanies an advisory retainer. Group work runs through the community feed, group chat and video events, with a cohort group created automatically when someone enrolls in a program. More on that side in group coaching software.
Marketing that feeds the pipeline
The section-based website builder includes a blog, custom domain, SEO settings and 30 designed homepage templates, plus booking, application, lead-magnet and checkout funnels with pixel and UTM tracking. Email lists, broadcasts and multi-step sequences handle nurture. New leads land in a Prospects view with their source and stage. Michelle, the built-in AI assistant, works from your live practice data: she drafts emails and content, builds programs, summarizes recorded sessions and briefs you before calls. Questions and planning are included in your Coachful membership; confirmed builds and changes use AI credits.
Here is a short walkthrough of the scheduling side, which is where most consulting relationships begin:
Why Coachful stands out: a free white-glove service. On every plan, you can open Create, choose "We'll build it for you", describe what you need (a website, a funnel, a sales page for your advisory offer, a program, an email sequence, an intake form) and attach up to 8 reference links and 10 files. The Coachful team builds it inside your own account, usually within about 24 hours. Nothing is invented: no fake credentials, testimonials or prices; gaps are left for you to fill. One recent build was for a business mentor for beauty professionals, who got a 12-week mentorship sales page, a free start-up-guide funnel and rewritten follow-up emails. Another was for a leadership coach with a Squarespace renewal days away, who got one clean homepage with a repeated "talk with me" button. It does not cover recording videos, logo design, ad management or ongoing marketing. Details are in our white-glove service guide.
Limits to know. Coachful is not HIPAA-certified and offers no BAA, so it is not for clinical records or insurance billing. There is no PayPal and no permanent free plan. It has no multi-stage sales deal board for large teams and no Salesforce or HubSpot integration, which matters if you run a firm with a dedicated business-development team. There are no routing forms that pick a host from form answers, although multi-coach session types can assign by round-robin or least busy. Team seats come on the Studio and Agency plans.
Price. Flat monthly plans; lower plans cap the number of clients and Pro is unlimited (current plans: Lite: $29/month for up to 5 clients; Solo: $49/month for up to 20 clients; Pro: $99/month with unlimited clients; Studio: $199/month with unlimited clients). You can start with a free trial and cancel monthly plans in one click.
2. HoneyBook: for consultants who run on proposals
If your consulting looks like projects with a proposal, a contract and a series of invoices, HoneyBook fits that shape. It is a client-management CRM for service businesses, with proposals, contracts, invoices, a scheduler and a client portal.
As listed in October 2026, Starter is $29/mo billed annually (unlimited clients and projects, 2 live lead forms), Essentials is $59/mo or $49/mo annually (up to 2 team members, 10 lead forms), and Premium is $129/mo or $109/mo annually (unlimited team members and lead forms, multiple companies). There is a 30-day free trial with no credit card required. HoneyBook raised prices in February 2025, according to our older profile of the product.
The catch is on the delivery side. HoneyBook has no programs, courses, habits, check-ins or community, so anything you deliver between calls happens elsewhere. The scheduler and automations are not on Starter. Payments must run through HoneyBook's own processing, and its pricing page lists the card rate in two places with two different numbers (2.7% + 10¢ in the FAQ and 2.9% + 25¢ in the plan comparison), with ACH at 1.5%.
Pick it over Coachful if your work is project-based, you rarely deliver structured work between meetings, and branded proposals that convert into contracts and invoice schedules are the center of your sales process.
3. AttractWell: the marketing-heavy all-in-one
Consultants who also speak, write books or run big email lists will find AttractWell's mix useful: website, funnels, blog, CRM, email and texting, booking, contracts, invoicing and a store, aimed at coaches, consultants, authors and speakers.
Prices as listed in October 2026 run from Starter at $69/mo (500 contacts, 2 booking links, no call packages) through Basic at $99/mo (1,000 contacts, 5 call packages), Premium at $129/mo (4,000 contacts, unlimited booking links and call packages), Pro at $179/mo and Diamond at $239/mo, with a Team plan from $600/mo. Your first month is $1 on every plan, and AttractWell lists a 0% transaction fee.
Plan limits do a lot of work here. Call packages, which most consultants selling session blocks will want, are not on Starter. Courses are called "vaults", and lower plans have few of them (1 on Starter, 3 on Basic); unlimited vaults and classes cost an extra $17/mo. Contacts are capped per tier, so a growing list pushes you up the ladder.
Pick it over Coachful if texting campaigns to a large contact list and several separate domains are central to how you market, and you are comfortable working within per-plan caps.
4. Merkora: a zero-cost way to test paid sessions
When you want to find out whether anyone will pay for your advice before you commit to a subscription, Merkora's pricing model stands out. It is aimed at coaches, therapists, consultants and other independent experts, with one branded public page at a merkora.app address.
The Free plan costs $0 "until your first paid sale"; after that you have 14 days to move to Professional, or new bookings and sales pause. Professional is $79/mo, with a founding-member rate of $29/mo for 50 founder spots, locked for 12 months and then $39/mo. Merkora lists 0% platform fees, with standard Stripe processing.
Features include booking with confirmations and reminders, intake forms, a waitlist, session packages where clients see their remaining balance, cancellation and no-show policy enforcement that issues wallet credits, hosted video courses, digital downloads and live streaming for events. The product appears new, with little public review history, which is a real risk when you are trusting it with client payments.
Pick it over Coachful if you have not yet made a sale and want a public page that costs nothing while you test demand, and you accept that the product is young.
5. Paperbell: simple admin at one flat price
Paperbell suits a solo consultant whose needs stop at booking, packages, payments, contracts, a client portal and a simple website. It is all-in-one admin for solo practitioners, at a single price with unlimited clients.
As listed in October 2026, Paperbell is $97/mo or $80.83/mo billed annually, covering unlimited clients, sessions, files, packages and traffic. It says there are no additional transaction fees beyond Stripe or PayPal processing, and it offers a 30-day money-back guarantee. Its help center (July 2026) described the trial as 7 days, with the public site offline and client messages and SMS off during that time.
What you give up is everything beyond admin. Our older profile notes no courses, no community and no goal or habit tracking, and no native mobile app (clients use the mobile browser). A consultant who adds a group program or a self-paced course will need another tool alongside it. Trustpilot showed 3.5 from 14 reviews when we checked in October 2026.
Pick it over Coachful if you only sell one-to-one sessions and packages, want PayPal as a payment option, and value one flat price over delivery features.
6. CoachVantage: unlimited clients on a lower budget
For a consultant with many small clients and a modest budget, CoachVantage's per-coach pricing with unlimited contacts is the draw. It covers CRM, scheduling, contracts with e-signature, invoices, a client portal, group programs and small courses.
Clarity is $39/mo ($35/mo annually) with unlimited contacts and engagements but caps of 2 group programs, 2 sales pages, 2 booking pages, 4 e-signatures a month and 2 courses. Aha! is $59/mo ($53/mo annually) with unlimited group programs, sales pages, booking pages and e-signatures, and 5 courses. There is a 14-day free trial with no card, and CoachVantage says it takes no commission on your revenue.
The e-signature cap on Clarity is the one to watch: four signed agreements a month is tight for a consultant onboarding new clients regularly. Our older profile notes no team or multi-coach features, and reviewers have described the built-in video (CVMeet) as weak, with many users staying on Zoom.
Pick it over Coachful if you need a lower-cost practice tool focused on client admin and do not need a website, funnels or email marketing in the same place.
7. Simply.Coach: built for sponsor-funded engagements
When a company pays for your work with its managers or staff, you need to track contracts, programs and the sponsor's reporting needs, and Simply.Coach's business tiers explicitly include sponsors. Its core covers contracts, programs, sessions, booking pages and a client portal.
Solo tiers, as listed in October 2026: Starter $9/mo (3 active coachees, 1 contract, 1 program), Essentials $29/mo (7 coachees, 3 contracts, 3 programs), Growth $49/mo (30 coachees, 10 contracts and programs) and Leap $69/mo (unlimited coachees, contracts and programs). Business tiers are per active coach: CoCreate at $79/mo (10 clients per coach) and Surge at $159/mo (25 clients per coach, 2 program managers, 5 sponsors). There is a 14-day trial with no credit card.
Every solo tier below Leap caps clients, contracts and programs, so most working consultants land on Leap. Automated invoices were marked "Coming Soon" on the solo pricing page, and there are no refunds for mid-period cancellations. Transaction fees are not stated on the pricing pages.
Pick it over Coachful if most of your revenue comes from corporate programs where sponsors and program managers need their own access, rather than from individuals paying you directly. For the commercial side of that work, see how to package executive coaching with consulting.
8. Calendly: scheduling and nothing else
Consultants who already have contracts, invoicing and delivery sorted and just need a clean way to book calls often stick with Calendly. It handles booking pages, reminders and workflows, and paid bookings through your own Stripe or PayPal account.
As listed in October 2026, the Free plan allows 1 event type and 1 calendar connection. Standard is $10/mo per seat billed annually, with up to 6 calendar connections and unlimited event types. Teams is $16/mo per seat annually, and Teams Plus is $24/mo per seat annually. Enterprise starts at $15k a year with a 50-seat minimum. Calendly does not document a fee of its own on payments.
The limits are by design. There are no client records, notes, programs or check-ins, no intake questionnaires beyond booking questions, and no contracts or invoicing. It is priced per seat, so each consultant on a team pays separately. If scheduling is the only gap, our scheduling software page shows how booking works inside a full platform instead.
Pick it over Coachful if you only need a booking link to bolt onto an existing system and want to keep everything else where it is.
9. Kajabi: when your advice becomes a product
Some consultants reach the point where the method matters more than the hours, and they want to sell it as courses, a community and a newsletter. Kajabi is built for selling knowledge products: courses, community, website, funnels and email.
Basic is $179/mo ($143/mo annually) with 5 products, 2,500 contacts, 1 community and 0 AI credits. Growth is $249/mo ($199/mo annually) with 50 products and 25,000 contacts, and Pro is $499/mo ($399/mo annually). Kajabi Payments in the US charges 2.9% + $0.30 on Basic, falling on higher plans; using another processor (other than PayPal) adds a Kajabi fee of 0.5% to 2%. The standard trial is 14 days.
For one-to-one consulting it is a weak fit: there is no habit tracking or daily client check-in, and coaching is sold as products or communities, not as per-client plans. Trustpilot showed 3.4 from 2,347 reviews in October 2026.
Pick it over Coachful if most of your revenue will come from courses and a large email list rather than from client relationships, and you have the budget for its price tier.
10. Stan Store: paid calls straight from a bio link
A consultant who gets most of their leads from Instagram, TikTok or LinkedIn and sells short paid calls or downloadable guides can do that quickly with Stan Store. It is a link-in-bio storefront for digital products, courses, memberships and paid calls.
Creator is $29/mo ($25/mo annually) with unlimited products and customers in one store. Creator Pro is $99/mo ($79/mo annually), and it is the plan that adds email marketing, upsells, discount codes and affiliates. There is a 14-day trial, and Stan takes 0% of sales beyond Stripe or PayPal processing.
Stan stops at the sale. It has no contracts, invoices or client records, it is not a CRM, and it has no programs with client tasks or check-ins. No team seats are advertised. For a comparison of checkout-first tools, see best platforms to sell coaching packages.
Pick it over Coachful if all you sell is single paid calls and downloads to a social audience, and you will handle agreements and follow-up work somewhere else.
How do the features compare side by side?
This matrix covers the jobs from the client journey above. "Partial" means the feature exists with a plan restriction or a narrower scope; "not listed" means the vendor's materials we used do not mention it.
| Tool | Paid booking | E-sign agreements | Recurring billing / invoices | Client portal | Courses | Community | Website and funnels | Email marketing |
|---|---|---|---|---|---|---|---|---|
| Coachful | Yes | Yes | Yes | Yes (branded app) | Yes | Yes | Yes | Yes |
| HoneyBook | Partial (Essentials and up) | Yes | Yes | Yes | No | No | Not listed | Not listed |
| AttractWell | Yes | Yes | Yes | Not listed | Partial (vault caps) | Yes | Yes | Yes |
| Merkora | Yes | Not listed | Partial (packages) | Partial (public page, balances) | Yes | Not listed | Partial (one page) | Partial (lead capture) |
| Paperbell | Yes | Yes | Yes | Yes | No | No | Partial (simple site) | Not listed |
| CoachVantage | Yes | Partial (4/mo on Clarity) | Yes | Yes | Partial (2 to 5) | Not listed | Partial (sales pages) | Not listed |
| Simply.Coach | Yes | Yes | Partial (automated invoices "coming soon") | Yes | Not listed | Not listed | Not listed | Not listed |
| Calendly | Yes | No | No | No | No | No | No | No |
| Kajabi | Not listed | Not listed | Yes | Partial (products) | Yes | Yes | Yes | Yes |
| Stan Store | Yes | No | Partial (memberships) | No | Yes | No | Partial (bio page) | Partial (Creator Pro) |
What does a full consulting stack cost per month?
Most consultants do not run on one specialist tool; they end up with two or three. Here are three example stacks for the 15-client practice described earlier, using prices as listed in October 2026. These are illustrations, not quotes, and they leave out card processing, which you pay in every option.
| Stack | What it covers | Monthly cost (example) |
|---|---|---|
| Coachful on its own | Booking, agreements, retainers, invoices, portal, programs, courses, group community, website, funnels, email | Solo: $49/month for up to 20 clients |
| Proposal stack: HoneyBook Essentials + Calendly Standard + Kajabi Basic | Proposals, contracts and invoices; a second booking tool for multiple calendars; courses, community and email | $59 + $10 (annual) + $179 = $248/mo |
| Social-first stack: Stan Store Creator Pro + Paperbell | Paid calls and email from a bio link; packages, contracts and portal for ongoing clients | $99 + $97 = $196/mo |
Price is only part of it. Each extra tool means one more login for your client, one more place a payment can fail without you noticing, and one more export when you change your mind. If you go multi-tool, write down which system is the source of truth for client history before you start.
How would you set up a consulting practice in Coachful?
Here is an example setup for a consultant selling a paid diagnostic call that leads into a monthly advisory retainer, with what the client sees at each step.
- Create the offers. Set up a one-time paid diagnostic session and a monthly subscription offer for the retainer that includes two calls a month as session credits. The client sees two clear options on your site.
- Build the booking page. Add availability, a 24-hour minimum notice, buffers between calls and three intake questions (company, the problem in one sentence, what a good result looks like). The client picks a time in their own time zone and pays at booking.
- Attach the agreement. Load your consulting agreement and set it to go out before the first call. The client signs electronically; the signed copy sits on their record.
- Prepare the portal. Add a short welcome flow and a 90-day implementation program with weekly milestones. After signing, the client opens your branded app and sees the next session, their documents and this week's actions.
- Run the calls. Michelle briefs you before each session from your live practice data, and can summarize recorded sessions afterwards. The client finds the notes and agreed actions in the portal, not buried in email.
- Bill and renew. The retainer bills monthly through your Stripe account with an invoice each time. Watch the client status: if someone drifts to quiet, book a check-in before the renewal.
- Add the group later. When you launch the twice-yearly founders program, enrollment creates a cohort group automatically, with group calls and a feed.
If you would rather not build any of this yourself, describe it in the white-glove request form and the team builds it in your account. Consultants serving founders and leaders may also want to read Coachful for business coaches and coaching payment software.
What mistakes should consultants avoid when choosing a platform?
- Choosing on the booking page alone. Booking is the easiest part to replace. The harder parts are agreements, recurring billing and delivery between calls.
- Ignoring client caps. Several tools here price by active clients or cap contracts and e-signatures. Model your client count a year from now, not today.
- Starting work before the signature. Send the agreement and take the first payment before the first working session. It protects scope and cash flow.
- Stacking tools without a source of truth. Pick one system that holds the client history, and make every other tool feed it.
- Forgetting the exit. Check what you can export before you commit. Coachful exports full client data as a ZIP; ask the same question of any vendor.
- Treating insurance and tax as later problems. Professional liability cover and the right business structure (see the SBA guide to business structures) are cheaper to set up before a dispute than after. Check with an accountant or attorney for your location.
Which online consulting platform should you choose?
For an independent consultant selling paid calls, packages and retainers, Coachful is the strongest choice because the whole client journey runs through one login: booking, signed agreement, payment, portal, follow-up work and renewal. The free white-glove build removes most of the setup effort. HoneyBook is the better fit for proposal-driven project work, Simply.Coach for sponsor-funded corporate engagements, Stan Store for pure social selling, Kajabi for course-led businesses, and Merkora for testing demand at no cost. If you are building a small firm, our guide to CRM for small consulting firms covers the team side.
Frequently asked questions
What is an online consulting platform?
It is software that lets you sell and deliver advice online: booking paid calls, signing agreements, taking payments and keeping client work in a portal. Some tools cover one of those jobs; all-in-one platforms such as Coachful cover the full journey in one login.
Can I sell monthly retainers with these tools?
Coachful supports subscriptions through your own Stripe or Razorpay account, with an invoice for each payment and session credits for included calls. HoneyBook handles invoice schedules, and Stan Store supports memberships. Check each vendor's documentation for how recurring payments and cancellations work.
Is Coachful only for coaches?
Coachful is built as a coaching platform, but its tools fit consultants who sell calls, packages and structured follow-up work: paid booking, e-signed agreements, recurring billing, a client portal, programs and courses. It is not a fit if you need a deal pipeline for a large sales team or a Salesforce or HubSpot integration.
What is Coachful's free white-glove service?
On every plan, you can ask the Coachful team to build a website, funnel, sales page, program, form or email sequence inside your account. You describe it, attach up to 8 links and 10 files, and it is usually done within about 24 hours. It does not include videos, logo design, ads or ongoing marketing.
Do I need a contract for every consulting client?
A written agreement that sets scope, fees, cancellation and confidentiality protects both sides and is standard practice. Start from our consulting agreement template, and have a local lawyer review it, because contract law varies by state and country.
Which tool is cheapest for a new consultant?
Merkora is $0 until your first paid sale and Calendly has a free plan for one event type, as listed in October 2026. Cheap starting points often need more tools later, so compare the cost of the full stack you will run in a year.
Can clients pay with PayPal?
Not in Coachful, which uses Stripe Connect or Razorpay, including Apple Pay and Google Pay. Paperbell, CoachVantage, Calendly and Stan Store list PayPal as an option.
Can I run a group program alongside one-to-one consulting?
In Coachful, enrolling clients in a program creates a cohort group automatically, with a community feed, group chat and video events. CoachVantage includes group programs, and Kajabi and AttractWell offer communities. Calendly, HoneyBook and Stan Store do not cover group delivery.
Is my client data safe if I switch tools later?
Coachful exports full client data as a ZIP (roster, notes, check-ins, goals, sessions and form responses) and is GDPR-ready. It is not HIPAA-certified, so clinical records belong in a clinical system. Ask any vendor what their export includes before you sign up.
