Service Packages

A typical limited company might need annual accounts, corporation tax, VAT returns, and confirmation statements. Create a package that bundles all of these together, then apply it to a client record or proposal in one step.

After applying a package you can still adjust pricing, change billing frequencies, or remove individual services. The package is a starting point - you're never locked in.

You can also filter your client list by package using saved views, making it easy to see all clients on a given package at a glance.

Create packages for common client types or service bundles:

• New Ltd Company
• Sole Trader Starter
• Full Service
• Payroll Add-on

By default, a package's total price is the sum of the individual service prices. But sometimes you want to offer a bundled rate - toggle on package pricing and set a single price and billing frequency for the whole package.

Package pricing appears as a single line item in proposals and engagement letters, giving clients a clean, simple view of what they're paying.

A catch-up fee for a client who joined part-way through the year works the same way: agreed once against the package, shown to the client as one figure, and split behind the scenes across the services inside it so it still lands against the right ones in your accounts.

Each service can have its own proposal content block describing what's included. When using package pricing, you can optionally override this with a single content block for the entire package.

This is useful when the package represents something greater than the sum of its parts - a "Full Service" package might warrant its own description rather than listing each service individually.

If you don't set a package-level content block, each service falls back to its own content as normal.

Every package has a Clients tab showing which clients currently have the package applied. From here you can apply the package to multiple clients at once — select your clients, set a start date and status, and Sodium creates all the service assignments, resolves pricing, and fires onboarding tasks automatically.

This is ideal for onboarding a batch of new clients who all need the same set of services, rolling out a new package across your existing client base, or setting up service assignments when migrating from another platform.