Socket

How to use subscription monitoring to check your Xero and QuickBooks subscription charges

Subscription Monitoring

If your Government Gateway login uses two-factor authentication, here's how to add the secret key so Socket can sync automatically.

TaxScout: Connecting a Government Gateway Login with 2FA

Learn how to set up Socket Insights by creating a read-only Socket API key and connecting it to Google Sheets. This guide covers API key creation, installing the Socket Insights…

How to Setup Socket Insights

Explore all available Socket Insights reports, including client services matrices, client facts, service pricing, proposal drivers, and one-off services. Learn which reports to use for client reviews, upsell opportunities, and…

Socket Insights: Available Reports

How to track pricing changes, monitor client volumes and subscription charges, and make sure your fees reflect the work you're doing.

Introduction to Price Monitoring

Easily monitor proposals to make sure client volumes are accurate.

Monitoring Driver Volumes to Keep Proposals Up to Date (Driver Metrics Monitor)

How to source client volumes data in your tools like Dext and Xenon Connect, for importing into Price Monitoring to make sure pricing reflects client usage.

How to collect client data for Price Monitoring: Driver Metric Monitor

Learn how to connect TaxScout to HMRC and view Corporation Tax, PAYE, Self Assessment, and VAT data across your client base.

Getting Started with TaxScout

Common questions and issues with TaxScout, including sync problems, 2FA errors, client visibility, the client cap, and data display queries.

Troubleshooting in TaxScout

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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