- IR35 SDS Workflow Tools
Simple pricing for IR35 SDS workflows
Start with a paid pilot to test fit with your current process — then choose an ongoing plan based on your team size, case volume, and support needs.
For end-clients, agencies, and advisers using Docoply’s IR35 Checker, SDS Generator, and SDS Bundle Checker.
Docoply provides software support tools and does not provide legal or tax advice.
1
Start with a pilot
Test on real cases before any wider rollout
2
Move to an ongoing plan
Core or Team plans for recurring use
3
Scale to enterprise / partner
Custom pricing for higher volume and multi-team rollout
- Founding Client Pilot
Start with a fixed-fee pilot
The fastest way to evaluate Docoply is to test it on real cases using your current workflow. All pilot options include access to all three tools, onboarding, and an end-of-pilot review.
- IR35 Checker access
- SDS Generator access
- SDS Bundle Checker access
- 1 onboarding session
- Email support during pilot
- End-of-pilot review call
- IR35 Checker access
- SDS Generator access
- SDS Bundle Checker access
- Onboarding session
- 1 team training session
- Email support during pilot
- End-of-pilot review call
- Pilot outcomes summary
- IR35 Checker access
- SDS Generator access
- SDS Bundle Checker access
- Onboarding session
- Team training session
- Priority pilot support
- End-of-pilot review call
- Pilot outcomes + rollout recommendations
- Ongoing Plans
Choose a plan for recurring use
Monthly and annual pricing available. All plans support a structured IR35 SDS workflow using Docoply’s tools.
- Compare Plans
What's included in each plan
If you’re unsure which plan fits, we can recommend the right setup after a short pricing call.
| Core | Team | Enterprise / Partner | |
|---|---|---|---|
| Tools | |||
| IR35 Checker | ✓ | ✓ | ✓ |
| SDS Generator | ✓ | ✓ | ✓ |
| SDS Bundle Checker | ✓ | ✓ | ✓ |
| Users & Volume | |||
| Included users | 3 | 10 | Custom |
| Included cases / month | 20 | 75 | Custom / pooled |
| Additional users | £25/user/month | £20/user/month | Custom |
| Additional cases | £12/case | £9/case | Custom |
| Onboarding & Support | |||
| Onboarding support | Basic guidance | Team onboarding | Priority / custom |
| Training session | Add-on (£250) | 1 included | Included (customised) |
| Support level | Standard email | Priority email | Agreed model |
| Annual review call | – | ✓ Annual plans | ✓ |
| Commercial | |||
| Annual billing option | ✓ | ✓ | ✓ |
| Pilot available | ✓ | ✓ | ✓ Custom pilot |
| Partner / multi-client use | By arrangement | By arrangement | ✓ |
| Custom contract / procurement | – | Limited | ✓ |
- Optional Add-Ons
Optional Add-Ons
Add-ons let you increase capacity or add sessions without upgrading prematurely.
📊
Additional case volume
Increase monthly workflow capacity as your usage grows.
👥
Additional users
Add access for reviewers, managers, or partner colleagues.
🎓
Extra training session
Useful for larger teams or new joiners needing onboarding.
🔍
Workflow review session
Review your process and improve how Docoply fits your internal steps.
🤝
Partner onboarding package
For agencies or advisers building a repeatable partner-supported service model.
Need something else?
- Get Started
Start with a pilot or book a pricing call
The best way to evaluate fit is a short paid pilot using your actual cases. Tell us about your team and workflow volume and we’ll recommend the right pilot or plan.
- Access to IR35 Checker, SDS Generator & SDS Bundle Checker
- Onboarding session and workflow setup guidance
- Team training included
- Dedicated support during pilot
- End-of-pilot review cal
- Pilot outcomes summary and next-step recommendation
Fixed-fee pilot options from £750. Pilot fee can be credited toward an annual plan for founding client arrangements (subject to agreed terms).
Tell us about your team and we'll recommend the right pilot or plan.
- FAQ
Pricing questions
Everything you need to know about Docoply pricing, pilots, and how plans work in practice.
Do we need to start with a pilot?
No, but many teams do. A pilot is the fastest way to test fit with your current process before committing to a wider rollout. Pilot fees can be credited toward an annual plan under founding client terms.
Can we start with only the SDS Bundle Checker?
Yes. Some teams start with one component first — often the SDS Bundle Checker or SDS Generator — and expand into the full workflow later. Ask us about Bundle Checker-only options on a pricing call.
Do you charge per user or per case?
Plans are based on a combination of team access (users), workflow volume (cases per month), and support needs. Core and Team plans have clear included limits, with published overage rates. We can recommend the best fit after a short call.
Can the pilot fee be credited toward an annual plan?
Yes. For founding client/partner arrangements, the pilot fee can usually be credited toward an annual plan, subject to agreed terms.
Is partner pricing different?
Yes. Partner pricing depends on whether you use Docoply internally, as part of a managed service, or as a referral partner. Enterprise / Partner pricing is scoped based on delivery model and volume.
Is legal or tax advice included?
No. Docoply provides software support tools for IR35 documentation workflows. Final determinations and legal/tax advice remain the responsibility of the client and/or their advisers.
Can our advisers review outputs generated using Docoply?
Yes. Docoply fits neatly into adviser-reviewed workflows. Outputs are structured to support external review and annotation by your legal or tax advisers.
- Ready to start?
Start with a pilot, then scale the workflow that fits your team
We’ll help you choose the right setup for your contractor case volume, team size, and internal review process.
No long-term commitment required for pilot engagement · All prices exclude VAT · Software support only, not legal or tax advice