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FREE ONBOARDING . 5 SLOTS REMAINING

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.
THE ONBOARDING SESSION

We'll set everything up with you - for free

Title Underline
Getting your MTD client base ready involves more than sending a letter. Here's what we cover in each free onboarding session.
01

Review your self-assessment clients

We start by looking at your existing client list and identifying who falls in scope now, and who will in 2027. So you know exactly what you're dealing with - before you send a single letter.
  • Identify which clients hit the £50k threshold for April 2026.
  • Flag clients who'll come into scope at the £30k threshold next year.
  • Give you a clear picture of the workload ahead, not a vague estimate.
02

Structure your MTD pricing

MTD isn't a simple add-on to your existing service. It involves five required touchpoints per year instead of one. If your pricing doesn't reflect that reality, you'll be absorbing extra work without recovering the cost.
  • Map your 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 so clients understand exactly what they're signing up for.
03

Build your MTD engagement letters

New scope means new terms. Every MTD client needs a fresh engagement letter that reflects the compliance work you're actually taking on. We help you set up professionally written templates ready for bulk sending.
  • Compliance-grade letter templates written by Ian Waters (FCA).
  • Properly scoped for the new MTD service model.
  • Set up in Socket so you can send to your whole affected client base at once.
04

Get your clients into Socket and send

We import your client data so everything is ready to go. Then it's over to you: review, send, and track, all from inside Socket, all from your own email domain.
  • Bring in your client list from any format or system.
  • Send engagement letters in bulk - not one painful email at a time.
  • Track every letter in real time: sent, viewed, accepted, or outstanding.
  • Everything delivers from your own domain, not a third-party platform your clients don't recognise.
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 set it all up, free of charge.

" 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. "

- Nicola Hageman
Numbers Quarter

Get your MTD clients
repriced and re-engaged

We'll review your client base, structure your MTD pricing, set up your engagement letters, and get you ready to send — before April arrives.

Book Your Onboarding Slot
5 free slots remaining - once they're filled, they're filled
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