Services & Pricing

Almost everything in Sodium flows from your services. They aren't just line items on an invoice — they're the central definition that drives billing, work, documents, and compliance across the whole system.

• Pricing — each service defines how it's priced, which drives client billing.
• Tasks — services carry onboarding and recurring tasks that automatically generate the work your team needs to do.
• Content — services specify the content that ends up in your proposals and engagement letters.
• Compliance — services define PCL items and the agent authorisations required to do the work.
• Stages — services define stages that drive kanban boards, giving you a live view of where every piece of work stands.

You don't have to create everything from scratch. Sodium includes an extensive library of pre-configured services covering common accountancy offerings - from annual accounts and tax returns to bookkeeping, payroll, and company secretarial work.

When you add a service from the library, Sodium sets up everything you need to deliver it:

• One-off onboarding tasks - Initial setup work for new clients taking this service
• Recurring tasks - Scheduled work that repeats monthly, quarterly, or annually
• Workflows - Step-by-step processes attached to tasks

Everything is fully editable. Use the library defaults as a starting point, then customise to match exactly how your practice operates.

Not every service is priced the same way. Sodium supports multiple pricing frequencies to match how you actually bill. Annual, Quarterly, Monthly or One-Off.

You can set a default price and frequency for each service, but override it per-client when needed. The same service can be billed differently to different clients.

A service's price is usually recurring - billed every month, quarter, or year. Sometimes there's also a one-off cost right at the start: onboarding, initial setup, a data migration. You can now add an optional set-up fee to a service to cover exactly that.

The set-up fee is charged in addition to the recurring price, not instead of it. The first time the service is billed for a client, they're charged the recurring fee plus the one-off set-up fee; from then on, just the recurring fee. Like the recurring price, the default comes from the service and can be overridden per client. Service packages can carry their own set-up fee too, added once when the package is first invoiced.

Real-world pricing is rarely one number. The fee for bookkeeping might depend on transaction volume. A tax return gets more involved with each additional income source or rental property. Sodium handles this with pricing factors - variables that adjust the base price based on client circumstances.

Each factor can adjust the price as a percentage or as a fixed amount in pounds - whichever fits how you price. Some firms prefer percentages for bookkeeping (e.g. +20% for poor record-keeping) and fixed amounts for tax return add-ons (+£40 per rental property). Others do the opposite. Mix and match per factor, per service, however your practice prices.

When you add a new service, AI suggests relevant pricing factors automatically. For bookkeeping, it might suggest:

• Quality of record-keeping (good, average, poor)
• Accounting software used (Xero, QuickBooks, spreadsheet)
• Transaction volume brackets

Each option can add or subtract from the base price, giving you nuanced and consistent pricing without complex spreadsheets.

You can of course create your own pricing factors from scratch too. AI is there to help, not dictate.

Many firms price by client size. Sodium makes this easy with fully customisable revenue ranges. Define your own brackets. For example:

• Up to £100k
• £100k - £500k
• £500k - £1m
• £1m - £5m
• £5m+

Then set pricing for each service on a per-range basis. When you add a client and select their revenue range, pricing automatically adjusts across all their services.

Some services don't fit neatly into a single price or revenue range. Payroll is a classic example - the fee depends on how many employees the client has. Sodium handles this with tiered pricing, where you define your own price bands on a per-service basis.

Set up as many tiers as you need - for example, 1-5 payslips, 6-10, 11-25, 26-50, and so on - each with its own price. When you assign the service to a client, just select the relevant tier and the pricing is set automatically.

Each service can define content that appears in client-facing documents. Using the content management system, you can set:

• Proposal text - What appears in proposals for clients taking this service
• Engagement letter terms - Service-specific T&Cs and scope definitions
• PCL items - What to request in professional clearance letters for clients with this service

This means your proposals and engagement letters automatically include the right content based on which services the client is taking.

Services aren't just about pricing - they're about delivery. Each service can be linked to:

• Recurring tasks - Tasks that repeat on a schedule (monthly bookkeeping, quarterly VAT, annual accounts)
• Workflows - Multi-step processes attached to those tasks
• Onboarding tasks - One-off tasks created when a client first takes on the service

When a client accepts a proposal or you manually add a service to their account , then the relevant tasks and workflows are automatically created. You and your team knows exactly what needs doing without anyone manually setting it up.

Some services require specific HMRC agent authorisations to be in place. When configuring a service, you can specify which agent authorisations are required. Sodium then surfaces any missing authorisations on the client record, so you can see at a glance which clients still need authorisations setting up before you can start work.

If your practice is VAT registered, you can set the VAT rate on each service. Configure your VAT registration in Settings and then choose the appropriate rate for each service - Standard, Reduced, Zero, Exempt, or Out of Scope.

The VAT rate is automatically reflected in your proposals, so clients see accurate pricing including VAT from the outset.

Define custom workflow stages on each service — like "Information Gathering", "In Progress", "Under Review", and "Filed". Each stage has a name, icon, and colour for instant recognition.

Stages can be set manually on a client's service, or advanced automatically by "Set Service Stage" workflow steps. As work progresses through the workflow, the stage badge on the client's service updates to reflect exactly where things stand.

Organise your services into categories that make sense for your practice:

• Core Accounting
• Tax
• Payroll
• Company Secretarial
• Advisory
• Software & Training

Categories help when building proposals and reporting on revenue by service type.

Most clients take a similar set of services. Rather than adding each one individually every time, group them into a service package and apply them all in a single click - with optional package-level pricing and proposal content overrides.

Not all services apply to all client types. Limited company services shouldn't appear for sole traders. Sodium lets you specify which client types each service is available for:

• Private Limited Company
• LLP
• Partnership
• Sole Trader / Individual
• Trust

When creating a proposal, only relevant services are shown for the client type.

Every service has a Clients tab showing which clients have that service assigned, with their pricing, status, stage, and billing settings at a glance.

From this tab you can manage assignments in bulk:

• Add clients — search and select multiple clients, set the billing frequency, price, start date, status, and managed-by user, then assign them all at once. The service's default pricing and manager are pre-filled.
• Update pricing — select assignments and change the billing frequency, set a custom price, or reset to standard pricing in one action.
• Set status or stage — move selected assignments to a new status (Active, Inactive, Paused, Proposed) or workflow stage.
• Remove assignments — remove selected assignments with a confirmation step. Assignments with billing history are protected and must be marked inactive instead.

Assignments that belong to a service package are automatically protected during bulk pricing updates to preserve package pricing integrity. Status and stage changes apply to all assignments regardless.