At Socket, we want to have a mutually beneficial relationship where everyone wins when you grow your business by closing deals and taking on more clients. Additionally, one of the main aims of Socket is to help your business stay profitable and avoid your margins from being eroded by proposals that do not reflect the evolving nature of its services.
We think charging for our software on a per-proposal basis does not encourage firms to stay on top of proposals. Instead, Socket's Core Membership Plans are based around the number of Active Clients your practice has. The definition of an Active Client for the purposes of your subscription are:
A client record of any type (e.g. Limited Company, Individual, etc) that has one or more "active" proposals or engagement letters in Socket.
The key points to expand on here are:
There are no limits to the number of active proposals, renewals, minor adjustments and engagement letters that a client can have - they only contribute to this count once
If the client is not on the Socket platform then it does not contribute to this count
If a client has a status of "CLOSED" then they do not contribute to this count
If a client (regardless of its status) does not have any active agreements on Socket then they do not contribute to this count (for example, a client can have a status of "ACTIVE" on Socket, but if there is no active agreement then they will not contribute to this count)
If a client's proposal or engagement letter has not yet been approved then the client does not contribute to this count
If a client's proposal or engagement letter has ended / closed or been marked as lost then the client does not contribute to this count
Hopefully this illustrates that we are keen to keep things fair and help you and your business succeed!
Active Clients and TaxScout
If you enable the TaxScout module, your active client limit will apply there too. This means the amount of clients you see in TaxScout will coincide with your overall active client limit, regardless of how many clients you access in your HMRC Agent Services Account. Clients are surfaced in TaxScout based on an alphabetical order. If you would like to see more clients in TaxScout, please contact support through the live chat.