Supercharge your client engagements

Pricing

Leads

Proposals

Engagement Letters

Workflow Automation

Forms

Billing Management

Price Monitoring

TaxScout

Build your plan

Price up your Socket subscription

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1Pick your firm size

…or enter exact active clients:

2Choose your modules

Standard plan

Core membership · Standard£25

Pro Features£15

Socket Engage£15

£55 / mo

Billed annually at £660/yr · up to 100 active clients

You save £660 a year

Start a free trial Book a call

Prices exclusive of VAT · 14-day free trial, no card required

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Starter

Up to 20 Active Clients

Standard

Up to 100 Active Clients

Premium

Up to 500 Active Clients

Enterprise

Up to 1,500 Active Clients

Core Membership

All plans include:

✓Unlimited users
✓Unlimited proposals & renewals
✓Branded proposals & e-signatures

✓Sophisticated, intelligent pricing
✓Automated billing via Xero
✓Customisable engagement letters
✓Price monitoring & bulk adjustments

£10 /month

Billed Annually

£25 /month

Billed Annually

£50 /month

Billed Annually

£150 /month

Billed Annually

Add-on modules

Pro Features

Take client engagement to the next level. You'll get access to:

–Proposal Options / Packages
–Minor Adjustments
–Bulk Price Changes
–Approval Workflow
–Multi-Entity Proposals
–Roles & Permissions
–Tailored AI Assistant

+ £8 /month

Billed Annually

+ £15 /month

Billed Annually

+ £30 /month

Billed Annually

+ £75 /month

Billed Annually

Socket Engage

Rapid setup & peace of mind when it comes to Engagement Letters, with:

–Comprehensive Template Library
–Hosted Terms & Conditions and Privacy Policy
–Independent Engagement Letters

+ £8 /month

Billed Annually

+ £15 /month

Billed Annually

+ £30 /month

Billed Annually

+ £75 /month

Billed Annually

Socket Leads

Unlock extra efficiency by managing your leads alongside your proposals. You'll get access to:

–Drag & Drop Pipeline
–Lead to Proposal Workflow
–Assign Actions with Due Dates
–Due Diligence Toolkit
–Notes Repository
–Lead Progress Timeline

+ £5 /month

Billed Annually

+ £10 /month

Billed Annually

+ £15 /month

Billed Annually

+ £40 /month

Billed Annually

Socket Forms

NEW

Capture leads and onboard clients in the same place your proposals already live. You'll get access to:

–Drag-and-Drop Form Builder
–Automatic Lead Capture
–Client Onboarding Forms
–Document & File Uploads
–Answers Sync to the Client Record
–Link, QR Code & Bulk Send

+ £5 /month

Billed Annually

+ £10 /month

Billed Annually

+ £15 /month

Billed Annually

+ £40 /month

Billed Annually

TaxScout

NEW

Stop checking HMRC one client at a time. See every client's tax position in one place:

–Corporation Tax, PAYE, Self Assessment, and VAT in one dashboard
–Trigger realtime syncing for the latest data
–Get a per-client Taxes tab with individual sync
–See amounts outstanding with payment and deadline filters

+ £8 /month

Billed Annually

+ £15 /month

Billed Annually

+ £30 /month

Billed Annually

+ £75 /month

Billed Annually

Plans are based on the number of Active Clients in Socket. Learn MorePrices are exclusive of VAT

Starter

Up to 20 Active Clients

£10

/month, billed annually

All plans include:

✓Unlimited users
✓Unlimited proposals & renewals
✓Branded proposals & e-signatures
✓Sophisticated, intelligent pricing
✓Automated billing via Xero
✓Customisable engagement letters
✓Price monitoring & bulk adjustments

Add-on modules

Pro Features

+£8/mo

Take client engagement to the next level. You'll get access to:

–Proposal Options / Packages
–Minor Adjustments
–Bulk Price Changes
–Approval Workflow
–Multi-Entity Proposals
–Roles & Permissions
–Tailored AI Assistant

Socket Engage

+£8/mo

Rapid setup & peace of mind when it comes to Engagement Letters, with:

–Comprehensive Template Library
–Hosted Terms & Conditions and Privacy Policy
–Independent Engagement Letters

Socket Leads

+£5/mo

Unlock extra efficiency by managing your leads alongside your proposals. You'll get access to:

–Drag & Drop Pipeline
–Lead to Proposal Workflow
–Assign Actions with Due Dates
–Due Diligence Toolkit
–Notes Repository
–Lead Progress Timeline

Socket Forms

NEW

+£5/mo

Capture leads and onboard clients in the same place your proposals already live. You'll get access to:

–Drag-and-Drop Form Builder
–Automatic Lead Capture
–Client Onboarding Forms
–Document & File Uploads
–Answers Sync to the Client Record
–Link, QR Code & Bulk Send

TaxScout

NEW

+£8/mo

Stop checking HMRC one client at a time. See every client's tax position in one place:

–Corporation Tax, PAYE, Self Assessment, and VAT in one dashboard
–Trigger realtime syncing for the latest data
–Get a per-client Taxes tab with individual sync
–See amounts outstanding with payment and deadline filters

Start a Free Trial

Standard

Up to 100 Active Clients

£25

/month, billed annually

All plans include:

✓Unlimited users
✓Unlimited proposals & renewals
✓Branded proposals & e-signatures
✓Sophisticated, intelligent pricing
✓Automated billing via Xero
✓Customisable engagement letters
✓Price monitoring & bulk adjustments

Add-on modules

Pro Features

+£15/mo

Take client engagement to the next level. You'll get access to:

–Proposal Options / Packages
–Minor Adjustments
–Bulk Price Changes
–Approval Workflow
–Multi-Entity Proposals
–Roles & Permissions
–Tailored AI Assistant

Socket Engage

+£15/mo

Rapid setup & peace of mind when it comes to Engagement Letters, with:

–Comprehensive Template Library
–Hosted Terms & Conditions and Privacy Policy
–Independent Engagement Letters

Socket Leads

+£10/mo

Unlock extra efficiency by managing your leads alongside your proposals. You'll get access to:

–Drag & Drop Pipeline
–Lead to Proposal Workflow
–Assign Actions with Due Dates
–Due Diligence Toolkit
–Notes Repository
–Lead Progress Timeline

Socket Forms

NEW

+£10/mo

Capture leads and onboard clients in the same place your proposals already live. You'll get access to:

–Drag-and-Drop Form Builder
–Automatic Lead Capture
–Client Onboarding Forms
–Document & File Uploads
–Answers Sync to the Client Record
–Link, QR Code & Bulk Send

TaxScout

NEW

+£15/mo

Stop checking HMRC one client at a time. See every client's tax position in one place:

–Corporation Tax, PAYE, Self Assessment, and VAT in one dashboard
–Trigger realtime syncing for the latest data
–Get a per-client Taxes tab with individual sync
–See amounts outstanding with payment and deadline filters

Start a Free Trial

Premium

Up to 500 Active Clients

£50

/month, billed annually

All plans include:

✓Unlimited users
✓Unlimited proposals & renewals
✓Branded proposals & e-signatures
✓Sophisticated, intelligent pricing
✓Automated billing via Xero
✓Customisable engagement letters
✓Price monitoring & bulk adjustments

Add-on modules

Pro Features

+£30/mo

Take client engagement to the next level. You'll get access to:

–Proposal Options / Packages
–Minor Adjustments
–Bulk Price Changes
–Approval Workflow
–Multi-Entity Proposals
–Roles & Permissions
–Tailored AI Assistant

Socket Engage

+£30/mo

Rapid setup & peace of mind when it comes to Engagement Letters, with:

–Comprehensive Template Library
–Hosted Terms & Conditions and Privacy Policy
–Independent Engagement Letters

Socket Leads

+£15/mo

Unlock extra efficiency by managing your leads alongside your proposals. You'll get access to:

–Drag & Drop Pipeline
–Lead to Proposal Workflow
–Assign Actions with Due Dates
–Due Diligence Toolkit
–Notes Repository
–Lead Progress Timeline

Socket Forms

NEW

+£15/mo

Capture leads and onboard clients in the same place your proposals already live. You'll get access to:

–Drag-and-Drop Form Builder
–Automatic Lead Capture
–Client Onboarding Forms
–Document & File Uploads
–Answers Sync to the Client Record
–Link, QR Code & Bulk Send

TaxScout

NEW

+£30/mo

Stop checking HMRC one client at a time. See every client's tax position in one place:

–Corporation Tax, PAYE, Self Assessment, and VAT in one dashboard
–Trigger realtime syncing for the latest data
–Get a per-client Taxes tab with individual sync
–See amounts outstanding with payment and deadline filters

Start a Free Trial

Enterprise

Up to 1,500 Active Clients

£150

/month, billed annually

All plans include:

✓Unlimited users
✓Unlimited proposals & renewals
✓Branded proposals & e-signatures
✓Sophisticated, intelligent pricing
✓Automated billing via Xero
✓Customisable engagement letters
✓Price monitoring & bulk adjustments

Add-on modules

Pro Features

+£75/mo

Take client engagement to the next level. You'll get access to:

–Proposal Options / Packages
–Minor Adjustments
–Bulk Price Changes
–Approval Workflow
–Multi-Entity Proposals
–Roles & Permissions
–Tailored AI Assistant

Socket Engage

+£75/mo

Rapid setup & peace of mind when it comes to Engagement Letters, with:

–Comprehensive Template Library
–Hosted Terms & Conditions and Privacy Policy
–Independent Engagement Letters

Socket Leads

+£40/mo

Unlock extra efficiency by managing your leads alongside your proposals. You'll get access to:

–Drag & Drop Pipeline
–Lead to Proposal Workflow
–Assign Actions with Due Dates
–Due Diligence Toolkit
–Notes Repository
–Lead Progress Timeline

Socket Forms

NEW

+£40/mo

Capture leads and onboard clients in the same place your proposals already live. You'll get access to:

–Drag-and-Drop Form Builder
–Automatic Lead Capture
–Client Onboarding Forms
–Document & File Uploads
–Answers Sync to the Client Record
–Link, QR Code & Bulk Send

TaxScout

NEW

+£75/mo

Stop checking HMRC one client at a time. See every client's tax position in one place:

–Corporation Tax, PAYE, Self Assessment, and VAT in one dashboard
–Trigger realtime syncing for the latest data
–Get a per-client Taxes tab with individual sync
–See amounts outstanding with payment and deadline filters

Start a Free Trial

Plans are based on the number of Active Clients in Socket. Learn MorePrices are exclusive of VAT

Ready to power up?

Check out the power of Socket for free with our 14-day free trial, no payment details required.

Start a Free Trial Book a Call

Frequently Asked Questions

All features are available during your 14-day free trial, with no payment details required.

After your trial ends you can choose a plan and add your payment details to continue using Socket.

An Active Client is a client record that has one or more active proposals or active engagement letters.

You will be billed on the day you subscribe and then on the same date each month or year, depending on your billing cycle.

Monthly subscriptions renew each month and annual subscriptions renew each year on the date you first subscribed.

Yes, you can cancel your subscription at any time from your account settings. Your access continues until the end of your billing period.

If your Active Client count exceeds your plan limit, you will be prompted to upgrade to the next plan.

No. Only clients with active, accepted proposals or engagement letters count toward your Active Client total.

A client with multiple proposals only counts as one Active Client.

Yes. You can import existing clients into Socket and manage their engagements from there.

No. Imported clients only count as Active Clients once they have an active proposal or engagement letter in Socket.

Yes. Please get in touch to discuss volume discounts and Enterprise pricing.

TaxScout is only available for UK customers with a Socket Core Membership. However, even with Socket Core included, this is still around 60% cheaper than other purpose-built HMRC connection tools on the market today. Plus you get all the added benefits of Socket including custom proposals, engagement letters, billing, and more on top of the TaxScout data!

Ready to power up?

Start a Free Trial

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