Required Yes/No questions on data forms
A required Yes/No question on a data form is now correctly enforced, on both the practice and client-portal side.
Change Log — May 2026
The 33 changes Sodium shipped in May 2026: 20 new features, 10 improvements and 3 fixes, with the most activity in Document Templates, Tasks and Client Onboarding.
Sodium is constantly improving, based on your feedback. Whether it's a big feature idea or a small tweak, we want to hear from you.
Faster checklist saves
Ticking a checklist item now saves instantly; editing its text still saves explicitly.
Requests tab
One screen for everything you're waiting to send - proposals, document requests, forms and more.
More template tokens
More client details are now available as template tokens - VAT dates, contact details, date of birth, address and custom fields of every type.
Clearer document storage icons
File-type icons make it easier to scan a document list, and you can turn off automatic folder creation.
Task due dates across month ends
Due dates set near the end of a month no longer drift when the next month is shorter.
Client portal branding
Add your logo and colours so the portal your clients see is unmistakably yours.
Header, footer and background images on PDFs
Add a header, footer and background image to your generated PDF documents.
Basic letter template
Start a new document from a plain letter template.
Create documents from templates
Generate a document straight from a template, ready to send or download.
Revert imported content back to the library version
Templates, letters and forms you've customised from the library can now be reverted to the original, with a clear indicator when the library version has since moved on.
Xama contact sync and status badges
AML contacts now sync automatically with Xama, and a status badge shows where each check stands at a glance.
Kanban boards
See every client's progress through a service on a drag-and-drop board, with time-in-stage tracking built in.
Reconnect a broken mailbox from one place
See mailbox connection errors and reconnect without leaving the page.
Checklists on onboarding tasks
Add a checklist to an onboarding task, the same as any other task.
Folder paths in the portal
Documents uploaded through Client Portal keep their folder path instead of landing in one flat list.
Group your custom fields
Organise custom fields into groups so they display together on the client record.
Skip onboarding tasks on import
Choose whether CSV-imported clients get onboarding tasks or go straight to active.
Bulk delete tasks
Select multiple tasks and delete them in one action.
Match outbound email to your client manager
Turn on an option to send client emails from the connection that matches the client's manager, instead of always using the default.
Custom forms
Build your own forms with custom questions, send them to clients and see the answers land straight on the client record.
Document requests without Client Portal
Send document requests, forms and other client-facing tools even if you haven't turned on Client Portal.
Box integration
Connect Box alongside Google Drive, OneDrive, SharePoint and Dropbox, including external folders and subfolders.
Professional body in your templates
Engagement letter templates can now reference your professional body by name.
Document-request preview crash
Previewing a document-request workflow step no longer fails for clients with a lot of existing requests.
Workflow attached automatically on acceptance
Accepting a proposal now creates the onboarding task with its full workflow already attached.
Folder navigation in your inbox
Browse your connected mailbox by folder, with unread counts, directly inside Sodium.
Fixed-amount pricing factors
Price a service with a fixed amount, not just a percentage, when building pricing factors.
Import and export client services
Move a client's services in and out of Sodium by CSV, including bringing across a whole service catalogue from Engager.
Team assignments in the tasks list
See at a glance which team a task is assigned to, right in the list and the calendar day view.
Better Engager CSV imports
Importing clients from Engager now matches on HMRC references and user names, and brings across each client's VAT-registered status.
Smart names for recurring tasks
Set a name template with tokens for things like client name, date and quarter, and every task it creates fills them in automatically.
Sodium is live
Sodium opens its doors: client management, tasks, workflows, proposals and engagement letters, ready for UK practices.
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