Everything your practice runs on. Built as one system.

Most practice management is a set of modules that happen to share a login. Sodium was built as one thing, so winning a client, onboarding them, doing the work, billing it and keeping them informed are all the same continuous flow. Here is how it fits together.

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Every feature, grouped the way a practice thinks about its work.

  • Clients & CRM

    One record per client, kept current on its own.

    • Contacts, services, documents, notes and history on one record
    • Company details, officers and key dates pulled from Companies House automatically
    • Charities looked up on the Charity Commission register, with trustees and filing deadlines
    • Your own fields, grouped into cards on the client page
    • 64-8 agent authorisations tracked across the whole client base
    • Your client's Xero or QuickBooks, and the health of their books, on their record
    Client ManagementCompanies HouseCustom FieldsData Import & ExportEverything in Clients & CRM

  • Sales & Proposals

    Win the work in the same system you deliver it in.

    • A drag-and-drop pipeline that fires intake tasks as deals move
    • Proposals priced from your service catalogue, accepted and signed online
    • Bundle services into packages and apply them in one click
    • Acceptance kicks off onboarding, tasks and billing without anyone re-keying
    • Already win work in Socket? Run it in Sodium
    Sales PipelineProposalsServices & PricingService PackagesEverything in Sales & Proposals

  • Onboarding & Compliance

    Everything a new client needs to complete, in one sitting.

    • Engagement letter, Direct Debit mandate, ID checks and forms straight after acceptance
    • AML identity verification and risk assessments via Xama or Firmcheck, from the client record
    • Professional clearance letters sent and tracked without leaving Sodium
    • Custom forms whose answers land on the client record
    • Renewal reminders when engagement letters need refreshing
    Client OnboardingEngagement LettersAML ComplianceFormsEverything in Onboarding & Compliance

  • Tasks & Workflows

    Work that creates and schedules itself.

    • Tasks generated from services, on each client's own dates
    • Workflow steps that send, request, approve, confirm and bill, not just tick
    • One Requests screen for everything waiting on a person before it goes out
    • Kanban by service stage, with time-in-stage on every card
    • Team queues, saved views, a focus panel and a calendar feed for working through it
    TasksRecurring TasksWorkflowsWorkflow StepsEverything in Tasks & Workflows

  • Time & Billing

    Log it, bill it, pay your team for it.

    • Six ways to log time, including timers that start and stop with workflow steps
    • Your whole unbilled position on one screen, billed a client or a dozen at a time
    • Recurring invoices generated from your service prices
    • Pushed to Xero, QuickBooks, FreeAgent or Sage and collected by Direct Debit
    • Contractor cost rates, so you can see the margin on every job
    Time TrackingClient BillingDirect DebitAccounting SoftwareEverything in Time & Billing

  • Documents

    Request, approve, generate and store, without the email ping-pong.

    • Document requests that chase themselves on a schedule you set
    • Approvals by secure link with a full audit trail and no portal login
    • Branded PDFs merged from client data and reusable content blocks
    • A library of the files you send again and again
    • Stored in your own Google Drive, OneDrive, SharePoint, Dropbox or Box
    Document RequestsDocument ApprovalsDocument TemplatesDocument StorageEverything in Documents

  • Client Communication

    Ask once, chase automatically, keep the answer on the record.

    • Document requests that chase themselves on a schedule you set
    • Approvals and signatures by secure link, with a full audit trail and no portal login
    • Custom forms whose answers land on the client record
    • Confirmation gates in a workflow, so the work waits for the client's yes
    • One Requests screen for everything waiting to go out, and an optional branded portal
    Document RequestsDocument ApprovalsFormsClient PortalEverything in Client Communication

  • Email

    Your own mailbox, doing the sending and the filing.

    • Every email from your own Microsoft 365, Google Workspace or SMTP address, in the right person's name
    • Outlook and Gmail inside Sodium, with every client's email on their record
    • Advanced sharing options: control who can see what, email by email
    • Bulk email to hundreds of clients, each one personalised
    • Write it now, deliver it in office hours
    EmailConnected MailboxBulk EmailScheduled SendEverything in Email

  • Reporting & Dashboard

    Answers from the data your practice already produces.

    • Turnaround against what you quoted, by service, client and assignee
    • Deadline compliance, and the clients who never reply
    • Where workflows stall and who is overloaded
    • WIP ageing, time, cost and profit once you track time
    • A dashboard of widgets arranged the way you work, per user
    ReportingDashboardEverything in Reporting & Dashboard

  • Team, Platform & Integrations

    Built API-first, shaped to your practice.

    • Invite your team and control who sees which clients
    • Custom roles with permissions set area by area, tested before you assign them
    • Everything the app can do, available over the API
    • An MCP server so Claude, ChatGPT or Gemini can act on your practice
    • AI woven through the product, and the UK-only parts switch off if you're elsewhere
    User ManagementCustom RolesAPIMCP ServerEverything in Team, Platform & Integrations
Tollef Rikje-Pearson
“I've spent years looking at practice management software and demoed most of what is on the market. I was close to giving up and had even considered paying to build our own. Then I found Sodium - and it ticks every box. It is almost as though it read my mind.” — Tollef Rikje-Pearson, trpaccountancy.co.uk

Or follow the client journey

The same features again, in the order a practice actually meets them.

Win the work

Track prospects through a drag-and-drop pipeline, price the job from your own service catalogue, and send a proposal the client can accept and sign online. No separate CRM, no re-keying what you already wrote down.

None of it is compulsory. If a pipeline isn't how you win work, add clients by hand or import your existing list in one go and start from there. Nothing here forces a way of working on you.

Also in this part of the journey

The Sodium sales pipeline, showing prospects moving through stages from enquiry to won

Onboard without the chasing

You choose what a new client needs to complete — engagement letter, Direct Debit mandate, AML checks, your own onboarding forms — and they work through the lot themselves in one sitting, straight after accepting the proposal, while they are still keen. No three-week trickle of reminders chasing one form at a time.

Also in this part of the journey

Onboarding steps collected at the point a client accepts a proposal

Do the work

Add a service to a client and the tasks it needs turn up on their own schedule, so nothing depends on someone remembering to create them. Each task can carry a workflow, and the steps in that workflow do real work rather than just ticking a box — sending an email, requesting records, collecting an approval, moving a service on to its next stage.

Where a step needs a person to look before anything leaves the building, it waits on the Requests screen. That gives you one place to review and send, instead of hunting through tasks to find what is outstanding.

Also in this part of the journey

The Requests screen listing emails, document requests and approvals waiting to be sent
James Ebdon
“The flexibility in how we can configure things is incredible, and I'm really impressed with what it can do.” — James Ebdon, bpcpartners.co.uk

Keep clients in the loop

Your clients never have to sign up for anything. Document requests, approvals and forms all reach them as a secure link by email — they click it, do what you asked, and that is the end of it. No account, no password, nothing to log in to and forget.

The branded portal is there if you want to give clients somewhere permanent to look, but it is entirely optional and none of the above depends on it. Either way, requests chase themselves to a schedule you set, approvals keep a full audit trail, bulk email goes out personalised per client, and a connected mailbox brings the replies back onto the client record.

Also in this part of the journey

A document request scheduled to go out to a client with automatic chasing

Know where the practice actually stands

Reports over your own operational data, rather than a dashboard of numbers that flatter you. How long services really take against what you quoted for them, which deadlines you are hitting, which clients never reply, where workflows stall, who is overloaded, and what is sitting in work in progress still unbilled.

Each one drills through to the records behind it, so a number you do not like is one click away from the list of things causing it.

Also in this part of the journey

The service delivery report showing turnaround times across the practice

And the platform underneath all of it

One client record everything else hangs off, enriched from Companies House and shaped with your own custom fields. Permissions built around your practice rather than someone else's idea of it. Plus a full API and an MCP server, so your AI assistant can query your practice data and act on it — creating clients, updating tasks and logging time, not just answering questions.

Also in this part of the journey

A Sodium client record showing services, key dates, contacts and documents in one place

See it running on your own practice

Every feature switched on for the trial, Pro ones included. Nothing held back, nothing to unlock, and no card needed to start.

Get Started FreeSee pricing
“I'm yet to find something that I want to do on the system that it can't do! It does everything I need it to do without making things unnecessarily complicated.” — Kathryn Tonge, ktbookkeeping.uk

Every feature

Grouped by area, with search. Start typing to narrow it down.

Chris Deakin
“It's going to revolutionize how we run all aspects of the accountancy practice.” — Chris Deakin, accrueaccounting.co.uk