Update Client Data workflow step
A new workflow step type that presents client and custom fields for review, so you can update the client record as part of a workflow.
Change Log — June 2026
The 31 changes Sodium shipped in June 2026: 14 new features, 15 improvements and 2 fixes, with the most activity in Data Import & Export, Connected Mailbox and Forms.
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.
Ready to Send tab
A new tab shows every outbound workflow step waiting to go, so you can review, assign or send in bulk.
Search and filter your team
Find a team member on the Users screen with search and a status filter.
Custom fields in CSV import and export
Map your custom fields when importing clients, and include them when you export.
Choose a SharePoint drive per client
Point a client's document storage at a specific SharePoint drive instead of the default.
Bulk service assignment
Add or remove a service across many clients at once.
Custom columns on the tasks list
Choose which columns show on your tasks list.
Import services from more platforms
Service CSV import now works for Bright Manager and other platforms, not just Engager.
Statutory and key-date driven recurring tasks
Base a recurring task's due date on your VAT stagger, tax months and quarters, or another statutory date, instead of a fixed pattern.
Import and export recurring task templates
Bring a recurring task's full configuration in or out as a file.
Client Teams
Group clients by team, and let a client belong to more than one team, so access and assignment follow your practice's real structure.
Dropdown conditionals on data forms
Base a conditional question on a dropdown answer, not just yes/no.
Save progress and preview data forms
A client can save a data form partway through and come back later, and you can preview a form before sending it.
Richer email composing
Compose emails with a full HTML editor, and send without a subject line when you don't need one.
Better Bright Manager imports
CSV imports from Bright Manager now handle more fields correctly.
Service stage shown on tasks
A task now shows the client's current service stage.
AML checks during onboarding
Run an AML risk assessment as part of bringing a new client on, instead of as a separate step.
Disconnect a broken email connection
Remove an expired or broken email connection yourself, without needing support.
Grouped field pickers on import
CSV import field mapping now groups related fields together, so long lists are easier to scan.
File uploads and conditional questions on data forms
Let a form question only appear when an earlier answer matches, and let clients attach a file as their answer.
Correct addresses on client import and export
CSV import and export now carries the right address for each client type - registered address for companies, contact address for individuals.
Socket integration
Import clients and proposals won in Socket straight into Sodium.
Invited status on the Users list
A team member's status now updates from Invited once they accept, instead of staying stuck.
Notified when a client responds to an approval
Get notified as soon as a client approves or rejects a document you've sent for review.
Type-to-confirm before deleting a client
Deleting a client now asks you for a confirmation step first, so it can't happen by accident.
Set chase frequency per item
Choose how often Sodium chases each outstanding item, not just the whole request.
Drafts in the combined inbox
See your Drafts folder alongside everything else in the combined mailbox view.
More detail, filters and sorting on the Requests tab
See which task a request belongs to, filter the list further, and sort it the way you want.
Bulk-set task category
Select multiple tasks and set their category in one action.
Clearer shared-mailbox permissions
Only the owner of a shared mailbox connection can toggle Receive Emails, and everyone sharing it now sees a warning that the whole mailbox is visible.
OneDrive file actions
File actions on OneDrive documents now apply to the right drive.
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