Client Portal

Let's be clear up front: the client portal is entirely optional. We know plenty of clients simply don't want to sign up for yet another portal, and you shouldn't have to push them just to get work done.

That's why everything from document requests and document approvals to forms works without the client ever signing up. They receive a secure link by email and complete the action directly in their browser — no account, no password, no friction.

Your portal, your brand. Set custom colours, upload your logo, and configure the intro page content so clients see a professional, familiar experience from the moment they log in.

You get your own subdomain — practice.sodiumportal.com — so the portal feels like an extension of your practice, not a third-party tool. Want to use your own domain? Get in touch!

Toggle portal access on or off for individual contacts. If a contact doesn't have an email address yet, Sodium prompts you to add one and sends the invitation automatically. One click to grant access — the system handles the rest.

Revoke access just as easily. You stay in control of exactly who can see what.

Clients see documents pending their approval right on the home page. They click through to review the document, then approve or reject it with optional notes. Your team gets notified immediately when they respond.

Learn more about how document approvals work from the staff side.

Outstanding document requests are shown prominently in the portal. Clients can see what you've asked for, upload files with descriptions, and submit their response — all without sending a single email.

Deadlines are visible so clients know when you need things by, and the status updates in real time as they upload and submit.

Clients can view their contact details, the services you provide to them, and invoices if you've connected your accounting software. It's a convenient reference point that saves them from having to ask you for basic information.

Some contacts are linked to more than one client — a director with multiple companies, for example. Portal contacts can access all the client records they're linked to, switching between them seamlessly.

Each client's documents, requests, and approvals stay separate. The contact just gets a single login to manage everything.

Portal settings let you control what's visible to clients. Toggle services, invoices, and intro page content on or off depending on what makes sense for your practice. You decide what clients can see.

Clients receive emails when there's something for them to act on — new document requests, approval requests, and notifications when a submission has been rejected and needs attention.

Emails come from your practice address if you've connected your email provider, keeping everything professional and consistent.

Send custom forms to collect structured information from clients: onboarding questionnaires, tax return checklists, year-end packs, and anything else you need. Forms are pre-populated with the client's current data, and responses can update client records automatically.

Clients see outstanding forms on their portal home page and can fill them in directly. Each answer is available for individual review before it's applied.

The client portal works hand-in-hand with document approvals, document requests, forms, document management, and engagement letters to give clients a complete self-service experience.