Features
Sodium has many useful features. But the real magic is in how they're implemented and how they integrate with each other. Click on a section below to learn more about a specific feature.
Core Platform
Client Management
Manage your entire client base, track contacts, agent authorisations, import from CSV, and keep comprehensive records with documents and notes.
Dashboard
Configure your dashboard with widgets, activity feeds, and quick actions tailored to how you work.
User Management
Invite your team, assign roles, and control exactly who can see and do what with granular permissions.
Client Portal
A branded portal where clients can view documents, respond to requests, approve engagement letters, and access their information.
Saved Views
Save filtered views of your tasks and clients for one-click access. Add an optional icon and colour, pin views to the navigation menu, or use them to power Focus Panel tabs and dashboard widgets.
Data Import & Export
Import clients from CSV or accounting platforms with a field mapping wizard. Export data to CSV. Persistent mappings for repeat imports.
Custom Fields
Define custom fields on client records with text, number, date, and dropdown types. Organise into groups that display as cards on the client page. Pro plan feature.
Client Teams
Assign teams to clients to organise your client base by department or service line. Filter, sort, and build saved views based on team assignment.
Connected Mailbox
Connect Gmail or Outlook mailboxes as a single combined inbox. Emails are automatically linked to clients and tasks. Compose, reply, search, and move attachments into document requests, all without leaving the app.
Services & Billing
Services & Pricing
Define your service catalogue with flexible pricing, VAT rates, AI-assisted pricing factors, agent authorisation requirements, and automatic task generation.
Service Packages
Bundle services into reusable packages with optional package-level pricing and proposal content overrides. Apply a full set of services to a client in one click.
Proposals
Create professional proposals with online acceptance, digital signatures, engagement letters, and optional Direct Debit setup.
Engagement Letters
Create, send, and track engagement letters with customisable templates, electronic signatures, and automatic renewal reminders.
Direct Debit
Integrate with Adfin or GoCardless to collect fees by Direct Debit. Send mandate requests and include setup in your onboarding flow.
Tasks & Workflows
Tasks
Manage tasks across your practice with recurring schedules, team assignments, checklists, client linking, and status tracking.
Focus Panel
A slide-out panel for working through your tasks without losing context. Customisable views powered by saved task queries.
Workflows
Break complex tasks into manageable steps with reusable workflow templates, automated emails, document request collection, and team assignments.
Workflow Steps
Five step types that go beyond checkboxes. Send emails, request documents, collect approvals, and get client confirmations, with automatic or manual execution.
Client Confirmations
Add sign-off gates to your workflows. The client receives an email, clicks a link, and confirms — then follow-up steps proceed automatically.
Task Teams
Organise staff into teams for group task assignment. Team members pick work from a shared queue, with auto-assignment when someone starts a task.
Recurring Tasks
Create task templates that repeat automatically. Daily, weekly, monthly, or yearly patterns with working day awareness, client date triggers, and automatic deduplication.
Service Stages
Track service delivery progress with custom stages. Define stages like 'Information Gathering' and 'Filed', and automate transitions through workflow steps.
Kanban Boards
Visualise client progress on a drag-and-drop kanban board. See where every client stands, how long they've been there, and what tasks are outstanding.
Compliance & Onboarding
Professional Clearance Letters
Send and track Professional Clearance Letters directly from client records, with customisable templates and automatic timeline updates.
AML Compliance
Run identity verification and risk assessments on your clients with Xama integration for seamless AML compliance.
Agent Authorisations
Track HMRC 64-8 agent authorisations across your client base. See which are in place, which are missing, and link them to the services that require them.
Documents
Document Management
Upload, organise, and manage client documents with categories, approval tracking, and full version history.
Document Requests
Request specific documents from clients with deadlines and tracking. Clients upload via the portal, staff review and accept.
Document Approvals
Share documents with clients for review and approval through the client portal. Full audit trail of who approved what and when.
Design & Branding
Customise documents, emails, and the client portal with your practice branding. Upload your logo, choose fonts and colours, and create multiple themes for different purposes.
Document Templates
Create branded PDF documents from reusable templates. Define custom tokens for variable content, merge client data automatically, and generate polished documents directly from a client record.
Forms
Build custom forms to collect structured data from clients. Pre-populated fields, per-answer review, automatic client record updates, and workflow integration. No portal signup required.
Integrations
Integrations Overview →Accounting Software
Sync your client list from Xero, QuickBooks, FreeAgent, or Sage via one-click OAuth. Bulk-map clients to their accounting records in one screen.
Send emails from your own practice address. Connect Microsoft 365 or Google Workspace so proposals, engagement letters, and notifications come from you.
Document Storage
Choose where your documents are stored. Connect Google Drive, OneDrive, SharePoint, Dropbox, or Box to use your existing cloud storage, or use Sodium's built-in storage.
Direct Debit Providers
Connect Adfin or GoCardless to collect client fees by Direct Debit. Set up mandates as part of onboarding or proposals.
Companies House
Automatically enrich client data with Companies House information - company details, officers, filing history, and key dates.
AI & Developer Tools
AI
Powered by leading AI models via OpenRouter, including OpenAI, Anthropic, Google, and Meta. AI is woven throughout Sodium, generating workflow steps, suggesting pricing factors, and drafting proposal content.
Content Management
Create and manage reusable content blocks for engagement letters, proposals, and client communications.
API
Sodium is built API-first. Everything you can do in the application, you can do through the API. Build integrations and automate workflows.
MCP Server
Connect Claude Desktop, Claude Code, Cursor, and VS Code to your Sodium data. Ask natural-language questions and let your AI assistant call Sodium for you.

“I've tried other practice management solutions but find they're always heavy work to get them set up - but yours feels a breeze!”
Anne Sievewright – charlesblack.co.uk