Features

Manage your entire client base, track contacts, 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.

Define your service catalogue with flexible pricing, AI-assisted pricing factors, revenue ranges, and automatic task generation.

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, 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, progress tracking, and team assignments.

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.

Accounting Software

Sync your client list from Xero, QuickBooks, FreeAgent, or Sage via one-click OAuth. No API keys to manage.

Email

Send emails from your own practice address. Connect Microsoft 365 or Google Workspace so proposals, engagement letters, and notifications come from you.

Document Management

Store and manage client documents in Google Drive, OneDrive, or SharePoint with organised folder structures.

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.