Integrations · For accountants

Sync your Sodium clients and get straight to filing

Connect Sodium practice management and we bring your limited company clients across and set each one up from Companies House. Very little effort, so you can focus on filing accounts and CT600 returns.

Free to connect. Only pay when you submit.

See how it works →

Your Sodium client list, set up in Tax Optimiser in one sync.

No extra charge Re-sync any time, no duplicates Filled in from Companies House API key stored encrypted

Connected in three steps

Add your API key

Create an API key in Sodium and paste it into Firm Settings → Firm → Integrations in Tax Optimiser.

Choose your practice

We load the practices on your Sodium account. If there is only one, it is picked for you.

Sync your clients

Click Sync Clients from Sodium. Your limited company clients appear on your organisations list, ready for accounts and CT600 work.

Read the step-by-step help guide →

What each client comes across with

For every active limited company client in Sodium, we create the organisation and fill in the rest from Companies House.

Company details

Company name, number and registered office address, straight from Companies House.

Directors

Directors and company secretary added to the current accounting period, ready for the signatory and directors' report.

Periods and deadlines

Accounting periods and Companies House filing deadlines set up, so you can see what is due next.

Your Sodium client code

Each organisation keeps its Sodium client code as its reference, so you can find clients the way you already know them.

Safe to sync again

Taken on new clients? Sync again. Existing clients are matched on their client code and only new ones are added.

Then file

Connect each client's Xero or QuickBooks, prepare the statutory accounts and CT600, and file to Companies House and HMRC.

What our customers say

5.0 out of 5 from 33 Google reviews (opens in a new tab)

★★★★★

I recently used Tax Optimiser for the first time to submit my accounts to Companies House and HMRC, and I’m thoroughly impressed. The platform is remarkably easy to manage, walking you through the entire process without any complex jargon. On top of that, their prices are extremely competitive. It saved me a ton of time and stress—I will definitely be using them again next year.

Zulfiqar Ali Google review

★★★★★

I had next to no confidence that Tax Optimiser could handle accounts submission and Corporation Tax. But I gave it a whirl… Both Companies House and HMRC have initially accepted the submissions… I previously filed on professional software and I paid about £1500. This is dirt cheap.

Robert B Google review

★★★★★

Excellent software. Very affordable if you're doing your own small company accounts. Links with Xero… Tax Optimiser has been a complete life saver for me.

Felix Oram Google review

Frequently asked questions

No. Connecting Sodium is included in your Tax Optimiser account. You pay your usual credit per company when you submit, and your Sodium subscription stays with Sodium.

Active private and public limited company clients. Each one needs a Companies House number in Sodium, because we use it to fill in the company's details from Companies House.

Yes. Run the sync whenever you like. Clients already in Tax Optimiser are matched on their Sodium client code, so they are not duplicated, and new clients are added.

Your API key is stored encrypted and is never shown again once saved. To change it, enter a new key in your firm's Integrations settings.

No. The integration reads your client list from Sodium. Nothing is written back to Sodium.