Warm, calm therapy office with a therapist and client in conversation, photographed to preserve privacy
Practice Management for Counsellors & Therapists

Keep the practice organized. Stay present with your clients.

CompanyOn quietly manages the operational side of your practice, from intake and appointments to confidential documentation, billing and follow-up.

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Built for counsellors and therapists
Hybrid scheduling Digital consent HIPAA & PIPEDA secure
The hidden administrative load

The session may end. The work around it often doesn't.

Intake forms, consent, session notes, recurring appointments, invoices and follow-up all happen around the therapeutic relationship.

CompanyOn keeps those pieces connected without adding more administrative noise.

  • Intake forms and consent collected before the first session
  • Session notes, recurring appointments and invoices kept together
  • Follow-up handled without extra administrative noise
Therapist alone after a session entering notes on a laptop in the counselling room
Connected client journey

From first contact to ongoing care, the record stays connected.

  1. Intake
  2. Consent
  3. Session
  4. Note
  5. Payment
  6. Next Session
Confidential documentation

Keep notes organized, private and available when you need them.

Use structured templates, maintain client histories and document sessions securely.

  • Structured templates for consistent session notes
  • Full client history in one private profile
  • Secure documentation, encrypted in transit and at rest
Digital consent for independent providers
Close editorial view of a therapist documenting on a laptop, screen not readable

Practice visibility

See your week without keeping everything in your head.

Upcoming sessions, recurring clients, documentation and billing are visible from one place.

  • Upcoming sessions, in person and virtual
  • Recurring clients and follow-ups
  • Documentation still to complete
  • Billing and payments at a glance
CompanyOn weekly calendar with recurring therapy appointments
Real workflow

One client. One continuous record.

New client intake, first session, documentation, recurring sessions, invoice and payment, follow-up.

Intake conversation with a new client
Intake
Therapy session in a warm private office
Session
Post-session documentation on a laptop
Documentation
Privacy & trust

Privacy is part of the practice, not an add-on.

Confidential records, role-based access and secure sharing keep client information protected, with HIPAA and PIPEDA aligned safeguards.

  • Confidential records with role-based access
  • Secure sharing when a client authorizes it
  • HIPAA and PIPEDA aligned safeguards
Quiet close-up of secure laptop use in a private counselling office

Counselling and therapy resources

Guides and features for running a therapy practice

Practical guides written for counsellors and therapists, plus the CompanyOn features that keep a private practice organized and secure.

Online Intake Forms That Improve Show-Up Rates Run Hybrid Care Without Double-Booking Digital Consent for Independent Providers CompanyOn vs Jane App: An Honest Comparison Appointment Scheduling Billing & Online Payments Electronic Medical Records Patient Management

FAQ

Frequently asked questions

What is practice management software for counsellors and therapists?
It brings online intake, scheduling, session notes, consent, and billing into one secure platform built for private therapy practice. CompanyOn is designed for counsellors and therapists across Canada and the US. For intake specifically, see our guide to online intake forms that improve show-up rates.
Can CompanyOn handle hybrid in-person and virtual sessions?
Yes. In-person and virtual sessions live in one calendar with reminders, which prevents double-booking and keeps clients on track. See how to run hybrid care without double-booking.
Does it support digital consent?
Yes. Clients can sign consent forms digitally, and they are stored securely with the rest of their record. See our guide to digital consent for independent providers.
Are session notes kept confidential?
Yes. Notes and history live in one private profile per client, encrypted in transit and at rest, with access limited to authorized users.
Is CompanyOn a good fit for a solo private practice?
Yes. CompanyOn is built for private practice and solo providers who want simple, secure tools without enterprise complexity.
Can I take online payments?
Yes. CompanyOn supports clean, professional billing and online payments, so the business side stays simple.
Is CompanyOn HIPAA and PIPEDA compliant?
Yes. CompanyOn is built with HIPAA and PIPEDA compliance in mind, with SSL encrypted infrastructure and Canadian hosting to protect confidential client data across Canada and the US.
What is the fastest way to see if it fits my practice?
Book a demo to see how CompanyOn fits your intake, hybrid scheduling, and notes. You can also start a free 14-day trial with full access and no credit card.

Less practice administration between you and your clients.

See how CompanyOn keeps intake, notes, consent and billing connected. Start a free 14-day trial or book a demo.

1,000+Healthcare Providers
1M+Visits Completed
40%Less Administrative Work
PIPEDA & HIPAACompliant
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