Features

Manage your entire client base, track contacts, agent authorisations, import from CSV, and keep comprehensive records with documents and notes.

Configure your dashboard with widgets, activity feeds, and quick actions tailored to how you work.

Invite your team, assign roles, and control exactly who can see and do what with granular permissions.

A branded portal where clients can view documents, respond to requests, approve engagement letters, and access their information.

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.

Import clients from CSV or accounting platforms with a field mapping wizard. Export data to CSV. Persistent mappings for repeat imports.

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.

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.

Define your service catalogue with flexible pricing, VAT rates, AI-assisted pricing factors, agent authorisation requirements, and automatic task generation.

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.

Create professional proposals with online acceptance, digital signatures, engagement letters, and optional Direct Debit setup.

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.

Manage tasks across your practice with recurring schedules, team assignments, checklists, client linking, and status tracking.

A slide-out panel for working through your tasks without losing context. Customisable views powered by saved task queries.

Break complex tasks into manageable steps with reusable workflow templates, automated emails, document request collection, and team assignments.

Five step types that go beyond checkboxes. Send emails, request documents, collect approvals, and get client confirmations, with automatic or manual execution.

Add sign-off gates to your workflows. The client receives an email, clicks a link, and confirms — then follow-up steps proceed automatically.

Organise staff into teams for group task assignment. Team members pick work from a shared queue, with auto-assignment when someone starts a task.

Create task templates that repeat automatically. Daily, weekly, monthly, or yearly patterns with working day awareness, client date triggers, and automatic deduplication.

Track service delivery progress with custom stages. Define stages like 'Information Gathering' and 'Filed', and automate transitions through workflow steps.

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.

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.

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.

Upload, organise, and manage client documents with categories, approval tracking, and full version history.

Request specific documents from clients with deadlines and tracking. Clients upload via the portal, staff review and accept.

Share documents with clients for review and approval through the client portal. Full audit trail of who approved what and when.

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.

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.

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.

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.

Email

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

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.

Create and manage reusable content blocks for engagement letters, proposals, and client communications.

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.