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.
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.
Sodium includes built-in document storage that works from day one. If your practice already uses Google Drive, OneDrive, or SharePoint, you can connect your own storage instead — files will be stored in your provider with an organised folder structure per client.
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