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About

ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.

About

Pull from our library of different note templates and treatment plans, customize what’s there and use our form builder to put together entirely new templates from scratch. Own your workflow, you can enter notes and document findings on your terms from the calendar, the client's chart, or even in-session. The client portal makes it simple for your clients to keep up with their scheduled appointments, join video sessions, access homework assignments and submit payment. Satisfied clients progressing with their therapy are much more likely to refer new clients. Make it an easy decision to refer a friend, with the TheraPlatform client portal.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Freelancers, solopreneurs, and small-to-midsize agencies in client-facing service industries — marketing and digital agencies, web design and development studios, creative and branding studios, consultants, and coaches across North America and Europe — who juggle multiple clients and projects and want one workspace instead of a stack of tools. Typical buyers are agency owners, freelancers, and account/project managers.

Audience

Mental health professionals and providers, psychologists, social workers, doctors, speech therapists, occupational therapists, behavioral therapists

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$9/month
Free Version
Free Trial

Pricing

$29.00 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 3.5 / 5
design 1.5 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClientDeck
Founded: 2026
India
clientdeck.pro/

Company Information

TheraPlatform
Founded: 2011
United States
www.theraplatform.com

Alternatives

Alternatives

HIPAA Video

HIPAA Video

VideoNet Holding
Zanda

Zanda

Zanda Health

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Electronic Medical Records (EMR) Features

Appointment Management
Charting
Compliance Tracking
E-Prescribing
E/M Coding
Handwriting Recognition
HIPAA Compliant
Integrated Telehealth
Meaningful Use Certified
MIPS Certified
ONC-ATCB Certified
Patient Portal
Self Service Portal
Voice Recognition

Medical Practice Management Features

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Mental Health Features

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Nutritionist Features

Appointment Scheduling
Billing & Invoicing
Dietary Analysis
Goal Setting / Tracking
Meal Planning
Nutrient Database
Patient Management
Patient Portal

Occupational Therapy Features

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Records
Patient Registration
Patient Scheduling
Practice Management
Progress Tracking

Physical Therapy Features

Activity Monitoring
Appointment Management
Assessments
Billing & Invoicing
Exercise Management
Insurance Management
Multi-Location
Patient Records
Practice Management
Progress Notes
Treatment Plans

Social Work Case Management Features

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Speech Therapy Features

Assessment Management
Billing & Invoicing
Care Plan Management
Insurance Management
Patient Scheduling
Progress Tracking
SOAP Notes

Telemedicine Features

Appointment Reminders
Appointment Scheduling
Chat / Messaging
E-Prescribing
For Medical Purposes
HIPAA Compliant
Multi-Provider Practice
Online Forms
Patient Queue Management
Practice Management
Remote Treatment Plans
Teleradiology
Video Conferencing

Integrations

Google Calendar
Google Drive
QuickBooks Live Bookkeeping
Slack
Xero

Integrations

Google Calendar
Google Drive
QuickBooks Live Bookkeeping
Slack
Xero
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