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Tools I use & recommend

Why this is free: I don't charge for this. Some of the tools I recommend pay me a referral reward when you sign up through my link or invite. It costs you nothing, it often gets you a discount or free months, and I only recommend tools I use or have vetted. You get the same help whether or not you use them.

Referral links on this page are marked. West Roseville Counseling Offices is owned by me, and it's marked too.
Organized by the problem you're trying to solve.

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Getting found by clients

Psychology Today6 months free

What it does: The therapist directory many clients still search first.
Who it's for: Any therapist who needs a first directory profile.
How to get it: Request the invite on the intake form when you book a free call.
Referral link: I may receive a referral reward if you sign up. It costs you nothing extra, and you get the same help from me either way.

Google Business Profilefree

What it does: Puts your practice on Google Maps and local search.
Who it's for: Practices with a real in-person location or a genuine service area. Mail-only and telehealth-only setups risk suspension.
How to get it: Setup is covered on the free call.

Taking insurance without credentialing delays

Headway

What it does: Lets you see insurance clients without credentialing with each payer yourself. Headway handles billing.
Who it's for: Therapists who want insurance clients quickly, or while direct contracts are pending.
Link: https://share.findheadway.com/masonalmft1
Referral link: I may receive a referral reward if you sign up. It costs you nothing extra, and you get the same help from me either way.

EHR, notes, telehealth, and intake

SimplePractice

What it does: Scheduling, notes, telehealth, intake paperwork, and billing in one place.
Who it's for: Solo and group therapists who want an all-in-one system.
Link: https://share.simplepractice.com/masonalmft7!70cc0ce288!a
Referral link: I may receive a referral reward if you sign up. It costs you nothing extra, and you get the same help from me either way.

HIPAA phone, texting, and auto-replies on your own cell

iPlumwhat I use daily

What it does: A separate HIPAA-compliant business number on your own cell, with texting and auto-replies.
Who it's for: Therapists who don't want clients to have their personal number.
Link: [affiliate link TBD]
Referral link: I may receive a referral reward if you sign up. It costs you nothing extra, and you get the same help from me either way.

Bookkeeping, quarterly taxes, and S-Corp

Heard30-day trial

What it does: Bookkeeping, tax help, and S-Corp support built for therapists.
Who it's for: Therapists who now have to handle their own quarterly taxes.
How to get it: Request the trial invite on the intake form.
Referral link: I may receive a referral reward if you sign up. It costs you nothing extra, and you get the same help from me either way.

Payroll for your S-Corp salary and associates

Gusto

What it does: Payroll, tax filings, and onboarding.
Who it's for: S-Corp owners paying themselves a salary, and group owners paying associates.
Link: https://gusto.com/r/mason2de8523f
Referral link: I may receive a referral reward if you sign up. It costs you nothing extra, and you get the same help from me either way.

Keeping your home address off the internet

Incogni

What it does: Requests removal of your personal info from data broker and people-search sites.
Who it's for: Therapists whose address became public after NPI or business filings.
Link: https://incogni.cello.so/p9K3zLbNo6M
Referral link: I may receive a referral reward if you sign up. It costs you nothing extra, and you get the same help from me either way.

Professional address, mail, and in-person office (Sacramento / Placer)

West Roseville Counseling Offices

What it does: Furnished therapy offices at 1430 Blue Oaks Blvd, Roseville, with an on-site office manager who handles mail securely. Plans range from the Flex Membership ($99/mo + $15/hr for rooms) to half-day and full-day leases.
Who it's for: Sacramento and Placer therapists who need a professional address, mail handling, or in-person space.
Link: https://westrosevillecounseling.com
West Roseville Counseling Offices is owned by Mason Anglin. I mention it because it solves this exact problem locally, but any compliant business address works.
Alternatives: a virtual mailbox or registered agent service (fine for mail and some filings, but not for seeing clients or Google Business Profile), or any shared therapy office in your area that offers mail handling.

Business entity formation

Partner TBDon hold

In California, licensed clinicians generally practice through a Professional Corporation, not an LLC. Confirm with a California business attorney before forming anything.

Websites, hosting, and search

Done-for-you site, hosting, SEO, and AI search setup — Mason (Advantage Coaching)

What it does: I build and host your site and set it up to be found on Google, Google Maps, and AI search. No guarantees of rankings or timeframes.
Who it's for: Therapists who want it done for them.
How to get it: Ask on your free call. This is my own service.

DIY website builder — Partner TBD(e.g. Squarespace, Wix, SimplePractice website add-on)

What it does: Build your own site quickly with templates.
Who it's for: Therapists who want something fast and inexpensive and are fine with limited control.
Link: [link TBD]

WordPress hosting — Partner TBD(e.g. Hostinger, SiteGround)

What it does: Hosting for a WordPress site you control.
Who it's for: Therapists who want full control and strong SEO and don't mind upkeep.
Link: [link TBD]

Therapist-specific done-for-you sites — Partner TBD(e.g. Brighter Vision, TherapySites)

What it does: Therapist website companies that build and maintain your site.
Who it's for: Therapists who want the easiest path and are fine with a monthly cost.
Link: [link TBD]

Whatever you choose, own your domain name in your own account.

Not sure which tools you actually need?

On a free call, I'll help you pick the smallest stack that fits your stage. You don't have to use any of my links.

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