Get your MTD clients repriced and re-engaged

MTD for Income Tax is live this April for clients with turnover above £50k. Every one of them needs updated terms and a new engagement letter. Socket helps you get it done - properly and at scale.

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Why now

April 2026 is the starting gun, not the finish line.

Clients with turnover over £50k are in scope now. By April 2027, the threshold drops to £30k - meaning a second wave of your self-assessment clients will need new pricing and new engagement letters all over again.

MTD changes how often you touch each client, how you structure your work, and what you can sustainably charge. Practices that treat it as a pricing decision - not just a compliance exercise - will protect their margins. Those that don't risk quietly absorbing the extra work.

Your MTD timeline

Now
Get set up
Review clients, reprice, send engagement letters before the deadline hits.
Apr 2026
MTD goes live
£50k+ turnover clients are in scope. New obligations start.
Apr 2027
Threshold drops
£30k+ clients follow - another wave of repricing and re-engagement.

We'll set everything up with you - for free

Getting your MTD clients ready is more than sending letters. We'll work through it with you across four areas, end to end.

Review your self-assessment clients

→Identify which clients hit the £50k threshold for April 2026.
→Flag clients who'll come into scope at the £30k threshold next year.
→Get a clear picture of the workload ahead.

Structure your MTD pricing

→MTD means five required touchpoints a year instead of one: your pricing needs to reflect that.
→Map current self-assessment fees into Socket's service structure.
→Build pricing that reflects the real cost of year-round MTD delivery.
→Create tiered options or selectable add-ons.

Build your MTD engagement letters

→Compliance-grade letter templates written by Ian Waters (FCA).
→Properly scoped for the new MTD service model.
→Set up in Socket, ready for bulk sending.

Get your clients into Socket and send

→Import client data from any format or system.
→Send engagement letters in bulk.
→Track every letter in real time: sent, viewed, accepted, or outstanding.
→Everything delivers from your own domain.

1 Week

From first call to engagement letters ready to send.

600+

Clients re-engaged by one practice in a single batch.

£0

Cost for onboarding.

“We needed to send new engagement letters across hundreds of clients for MTD. Being able to reprice and send everything at once was the reason we made the switch.”

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