Sodium Practice Management

Sodium is practice management software for UK accountants.

This connector lets your AI work in your Sodium practice on your behalf, using only what your own Sodium login is allowed to see and do. Look things up and get things done across your practice: clients, contacts and notes; tasks, recurring work and workflow steps; statutory and internal deadlines; document requests and data forms sent to clients; proposals and letters of engagement; billing lines and invoice submissions; synced client email; AML records and HMRC agent authorisations; Companies House; time entries; and a lot more. More