Every client’s books, remembered
Every set of books has its own quirks: the software, the year end, the way they file receipts. Soopaspace keeps it as a private note on the client, there the moment you open their work.
Free to start with your booking page, bookings and clients. Everything else is one paid plan: £9.99/month billed yearly, or £12.99 monthly.
How it looks
Gavin R.
Client for 3 years · 34 months
- Booked and paid · £1206 weeks ago
- Note: not VAT registered, quarterly review7 weeks ago
Every Tuesday, 18:00
- Tue 6 Oct Booked
- Tue 13 Oct Booked
- Tue 20 Oct Booked
- Tue 27 Oct Booked
Illustrations of the product. Names and amounts are examples.
The detail, kept private
Write a private note on each client: their accounting software and logins to ask for, their year end, how they file, the things to watch. Only you can see it, so you can record whatever keeps their books straight, and it stays with that client over time.
- Private notes on each client, seen only by you
- Systems, year end and quirks in one place
- Stays with the client over time
- Never shown to the client or anyone else
There before every job
When month end or year end comes around, the detail is still there, so you pick up where you left off rather than working it out again. Your preparation is a glance before you start.
- Notes there before every job
- No working out the setup again
- Update a note the moment something changes
- The client feels looked after, not re-interviewed
Try it on your own business
Start free with your booking page, bookings and clients. No card, no time limit.
Common questions
- Can the client see the notes I write?
- No. Notes are private to you. Clients never see them, so you can record their systems, their year end and the things to watch in whatever detail helps you.
- Where do the notes live?
- On the client, so they stay with that person across every job and are in front of you the moment you open their record.
Keep exploring
Other things that might interest you
Not ready yet? Stay in the loop
Practical tips for running a small business, and news when Soopaspace adds something new.
One paid plan, one price
One app for the whole of it
£9.99/month, billed yearly
or £12.99 a month. Cancel any time.
- A booking page you edit on the page itself
- Fixed-price appointments, quoted jobs, or both
- Group events, courses & waiting lists
- Bundles, offers, discount codes & gift vouchers
- On-demand services: paid now, delivered later
- Reminders, two-way calendar sync & self-service rescheduling
- Quotes & invoices, with overdue ones chased politely for you
- Money, P&L, expenses & mileage
Free plan: your booking page, bookings and clients, with no card and no time limit.