Hey There Fellow Stepper!
Practice Simply Client Tracker + Bonus Sheets
Easy to Use: This google worksheet is simple but mighty. All you have to do it enter your important client dates, and you’ll be all set.
No Extra Purchases: You won’t have to download any special software or pay for an ongoing service. You’ll have access right on your computer or google drive.
Beautifully Automated: The worksheet is set up with formulas that will automatically notify you when your next paperwork is due.
A Great Way to Get a Visual on Your Practice: Capture all your clients paperwork status in one spot, which will help you plan ahead for all your paperwork requirements.