SodiumThe Essential Element for
CRMProposalsWorkflowsMTD ITSAInvoicingAMLTasksClient PortalCompany SecretarialAccounts ProductionCRMProposalsWorkflowsMTD ITSAInvoicingAMLTasksClient PortalCompany SecretarialAccounts ProductionPractice Management
We're reimagining practice management software from the ground up. One platform for clients, tasks, workflows, proposals, compliance, and everything else your practice runs on. Built by pioneers, perfected with accountants.
Does this sound familiar?
Too many tools, not enough glue
Your client data lives in one system, tasks in another, proposals somewhere else. So many systems not talking to each other that you've resorted to hacks and spreadsheets just to hold it together. The integration layer? That's you.
Locked in, locked down
The "all-in-one" suites promise everything but trap you into their mediocre solutions for bookkeeping, tax, and everything else. Your data is buried in a legacy database with no API, no way out. You're this close to a better world, but the lock-in keeps you stuck.
Acquired, buried, abandoned
Your platform was bought by a PE-backed group years ago. Great products get absorbed and made worse. Feature requests disappear into a black hole. Support emails go unanswered. The good people who built it have left. But the price keeps going up.
Imagine something better
One modern platform - a single client record - talking to all the systems it needs to. Built by an experienced and passionate team that ships constantly and actually reads your support emails - and usually replies in minutes, not days.
“Sodium has by far the best support from any SaaS solution I've come across. Prompt, professional and often proactive.”
Ben Jenkins – jenkins.co.uk
Today, Sodium covers practice management - clients, tasks, workflows, proposals, compliance, documents, and more. It's comprehensive already, but we're still shipping enhancements and new features from user feedback every week.
But we're also building for the long term. Our roadmap spans years - CIS, payments, company secretarial, MTD ITSA, accounts production - each product fully integrated but also standing on its own merits. Quality over speed, always. We believe in getting features right, not just released.
We won't force you to use our products for everything. As we add bookkeeping, tax, and accounts production, they'll integrate seamlessly into the core practice management system of record - but so will the competing tools you already use. If you choose our products, it should be because they're better. Not because you're trapped.
One platform for your entire practice
Everything works together because it was built together. Not acquired. Not bolted on. Not stitched together with tape.
Client Management
Your complete client record - contacts, documents, notes, services, compliance status, and key dates. Enriched automatically from Companies House. The single source of truth for every client relationship.
Tasks & Workflows
Recurring tasks that generate automatically. Workflows that break complex jobs into trackable steps. Automated emails, document requests, and dependencies that cascade without anyone lifting a finger.
Proposals & Engagement Letters
Professional proposals with online acceptance and digital signatures. Engagement letters with automatic renewal tracking. Include Direct Debit setup in your onboarding flow.
Compliance
AML identity verification with Xama. Professional Clearance Letters sent and tracked from the client record. Agent authorisations managed across your client base. All in one place.
Documents & Client Portal
Upload, request, and approve documents with full version history. Your clients access everything through a branded portal - reviewing documents, uploading files, and signing engagement letters.
AI Throughout
Not a buzzword. Not a bolt-on. AI is woven into the platform - generating workflow steps, suggesting pricing, drafting proposal content, and powering your practice through MCP-compatible AI agents.
Seamlessly Connected to Your Ecosystem
Your practice, your choice..We believe in playing well with others. While we're building comprehensive solutions, we recognize that you may already have tools you love. That's why we integrate seamlessly with industry leaders – giving you the flexibility to use our features, theirs, or both. You tell us how you want to work, we don't dictate.
AI-native from day one
AI isn't bolted on. It's woven throughout - generating workflow steps, suggesting pricing, drafting proposal content, and more. But it goes both ways. Our comprehensive API and MCP support mean your AI agents can work directly with your practice data - reading, updating, and automating on your behalf.
Built by those who've done it before
We created the world's first cloud accounting platform - years before Xero existed. Then we built one of the UK's largest payroll platforms. Now we're applying everything we've learned to practice management, and beyond.
Decades of experience
From KashFlow to Staffology to Sodium - we've spent our careers building software for accountants. We've made the mistakes so you don't have to.
Built with you, not for you
Every feature is shaped by accountants who use it. Not focus groups. Not surveys. Real practices, real feedback, real workflows.
Quality over speed
We're in this for the long haul. Every feature is built properly - designed to work seamlessly with everything else. One cohesive platform.
And we're just getting started
Practice management is the foundation. Here's what's coming next.
Each new product will be fully integrated - one client record, one ledger - but will also stand on its own merits as the best solution in its category.
Ready to get started?
You're literally just a few seconds away from free, full access.
But be warned - we think you'll love it.
Questions? Email us at hello@sodiumhq.com