Upload, organise, and manage client documents — all from within the client record. Categorise files, track who uploaded what, and keep important documents visible with pinning.
Every document belongs to a client. Upload files directly from the client record, and they're automatically organised and accessible from one place. No hunting through shared drives or email attachments.
Assign categories to documents to keep things structured — accounts, tax, VAT, correspondence, or whatever suits your practice.
Categories give you one kind of structure; folders give you the other. Create a new folder inside a client's documents without leaving Sodium — year-end 2026, payroll, correspondence, whatever your practice already uses. If you've connected your own storage provider, the folder is created in there, so it shows up in Google Drive, OneDrive, SharePoint, Dropbox or Box exactly as if you'd made it yourself.
Filing is drag and drop. Pick up a file and drop it onto a folder to move it, or drop it onto a breadcrumb to move it back up the tree. No dialog, no copy-and-delete, no switching to your storage provider to tidy up afterwards.
Uploading is no longer one file at a time. Select as many files as you like — or drag them in together — and give each one its own title and summary before they land. The category is set once and applies to the batch.
The same goes for document requests: your client can attach everything you asked for in a single go rather than uploading, waiting, and repeating.
Tick the documents you want and act on all of them together. Make them visible to the client in the portal, hide them again, or delete them — one confirmation instead of one document at a time.
Useful at the end of a job, when a batch of drafts is ready to share at the same moment, or when a folder of superseded files needs clearing out.
Need files from a client? Send a document request and the client can upload directly through the portal. You set a deadline, they upload, you review and accept — and the files appear in the client's document list automatically.
Upload a document and share it with the client for approval. They review it in the portal and approve or request changes — giving you a clear record of what was agreed and when.
You can send several documents for approval in one action too, and choose whether the client signs them off together — a VAT return alongside its transaction list — or one at a time, so a query about one doesn't hold up the rest.
Each document has a "Visible in Client Portal" toggle, so you can control exactly which documents clients can see. Turn it off to keep internal-only files out of the portal, or turn it back on when you're ready to share.
When a document doesn't need sign-off — a copy of filed accounts, a report, a submission confirmation — you can simply notify the client that it's there. Tick "Notify client" when uploading (or use the "Notify Client" action on any document later) and choose who should hear about it.
Each recipient gets an email with a secure link to view and download the document — no portal sign-up required. You can optionally attach the file itself to the email too. The notification email is a content block template, so it carries your branding and wording. The document records who was notified and when, and you can re-send the notification at any time.
Sharing documents can also be automated as part of a workflow with the Upload a Document step type.
Sodium includes built-in document storage that works from day one. If your practice already uses Google Drive, OneDrive, SharePoint, Dropbox, or Box, you can connect your own storage instead — files will be stored in your provider with an organised folder structure per client.