Standard vs Pro
Two packages, and no guessing which is which. Standard is the whole practice management system. Pro adds a set of advanced features for practices that need them. Both are listed in full below.
Standard
Everything you need to run a practice, priced for practices that do not need the extras.
- Every feature listed below
- Up to 25 users, with no per-user charges
- No limits on documents, tasks or storage
- Free for up to 5 clients
- Does not include the Pro features
Pro
Everything in Standard, plus the advanced features. Every trial starts here.
- Every feature — nothing held back
- Up to 25 users, with no per-user charges
- No limits on documents, tasks or storage
- Free trial with every feature switched on
- No permanent free tier
What Pro adds
These are the only difference between the two packages. Everything else is in both.
Client Billing
Generate invoices from your active services and push them straight to Xero, QuickBooks, FreeAgent, or Sage — with optional approval before they go out.
Client Teams
Assign teams to clients so your client base is structured by the team responsible for looking after them.
Connected Mailbox
Link your email inbox directly to Sodium so client correspondence is automatically filed and visible to your team.
Custom Fields
Define your own data fields on client records — text, numbers, dates, and dropdowns — organised into groups that display as cards on the client page.
Custom Roles
Build your own roles with exactly the permissions your practice needs, area by area — then test a role before you assign it. Standard includes the three built-in roles.
Kanban Boards
Visualise client progress through service stages on a drag-and-drop kanban board with live time-in-stage tracking and task details.
Sales Pipeline
A CRM built into your practice management — track prospects through a drag-and-drop sales funnel, fire intake tasks automatically, and move deals from lead to won.
Service Packages
Bundle multiple services into packages that can be applied to clients in one step, with optional package-level pricing and proposal content overrides.
Task Teams
Organise users into teams and assign them to tasks so work is distributed by department or service line.
Included in both packages
Every one of these is in Standard and in Pro. This is the whole practice management system — clients, tasks, workflows, proposals, documents, compliance and the integrations — not a stripped-back tier.
- Accounting SoftwareImport clients and see invoices from Xero, QuickBooks, FreeAgent or Sage
- Agent AuthorisationsTrack 64-8s across your whole client base
- AIDrafting and suggestions woven through the app
- AML ComplianceID verification and risk assessments via Xama
- APIEverything the app can do, available over HTTP
- Bookkeeping HealthThe quality of a client's books, scored on their record
- Bulk EmailHundreds of clients, each message personalised
- Calendar FeedYour tasks in Google, Outlook or Apple Calendar - and your calendars in Sodium
- Client BooksYour client's Xero or QuickBooks, on their client record
- Client ConfirmationsClient sign-off gates built into a workflow
- Client ManagementOne record per client, always up to date
- Client OnboardingDirect Debit, AML and forms collected at acceptance
- Client PortalA branded space for documents and requests
- Client SchedulesOne service, different dates for different clients
- Companies HouseClient data enriched and kept current automatically
- Content ManagementReusable blocks for letters and proposals
- DashboardWidgets and feeds arranged the way you work
- Data Import & ExportCSV and platform imports with field mapping
- Design & BrandingYour logo, fonts and colours across everything
- Direct DebitCollect fees through Adfin or GoCardless
- Document ApprovalsSend for review, keep a full audit trail
- Document ManagementCategories, versions and approval tracking
- Document RequestsAsk clients for records, then chase automatically
- Document StorageGoogle Drive, OneDrive, SharePoint, Dropbox or Box
- Document TemplatesBranded PDFs merged from client data
- EmailSend from your own practice address
- Engagement LettersTemplates, signatures and renewal reminders
- Exporting Your DataYour data is yours — take all of it, any time
- Focus PanelWork your queue without losing your place
- FormsStructured client answers straight onto the record
- IntegrationsEvery platform Sodium connects to, in one place
- MCP ServerAsk Claude, ChatGPT or Gemini about your data
- Outside the UKSwitch off the UK-only bits, set your own currency
- Practice DocumentsA library of the files you send again and again
- Professional Clearance LettersSend and track clearance from the client record
- ProposalsOnline acceptance, signatures and Direct Debit setup
- Recurring TasksRepeating work that schedules itself
- ReportingTurnaround, compliance, workload, cost and profit
- RequestsOne screen for everything waiting to be sent
- Saved ViewsFilter combinations, one click away
- Scheduled SendWrite it now, deliver it in office hours
- Service StagesTrack delivery progress stage by stage
- Services & PricingYour catalogue, priced and wired to tasks
- SocketWin work in Socket, run it in Sodium
- Task TemplatesAd-hoc work with the checklist already built
- TasksEvery piece of work, assigned and tracked
- Time TrackingLog it, bill it, pay your team for it
- User ManagementInvite your team, control who sees what
- Workflow StepsTen step types that go beyond ticking a box
- WorkflowsBreak work into reusable, automated steps
Which should I choose?
Every new account starts with a free trial on Pro, so you can try the advanced features rather than guess from a comparison table. If they earn their place in your practice, stay on Pro. If not, switch to Standard — that is exactly why it exists.
You can move between packages at any time. There is no penalty, and your data stays exactly as it is. To see the numbers for your own client count, the pricing calculator covers both.