Power up
your practice
Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity.
Socket in numbers
3min
Build, price, and send
Services from your firm's pricing menu, options and extras on the page, engagement letter already attached.
82%
Win rate
Clients sign online, on a branded page from your own domain. Automated reminders stop proposals getting lost in inboxes.
Over half
of Socket clients start onboarding the day they sign
52% of proposals are signed the day they're sent, setting up the direct debit and first Xero invoice.
Figures across Socket practices, last 12 months.
What is Socket
One suite for the whole engagement lifecycle
Socket saves accountants and bookkeepers hours every week on everything from discovery, pricing and proposals through to engagement letters and onboarding. We keep your client work scoped, signed and profitable. Get the admin out of the way of the accounting.
Proposals
Build clear, priced proposals in minutes and itemise scope so clients know exactly what they're paying for. Engagement letters are embedded right in the flow, ready to sign the moment a proposal is accepted.
Explore proposals
Onboarding
Start collecting client data the moment a proposal is signed. Branded forms gather details, documents, and AML checks straight onto the client record; no chasing, no re-keying.
See onboarding
Billing
Recurring and one-off fees collected on time. Price with clarity and protect your margins.
Explore billing
Growth
Spot scope creep, expiring engagements and revenue at risk before they cost you a client.
See Price MonitoringFeatures
Choose a feature icon to learn more
Socket has a whole suite of tools to help you price with confidence. Pick a feature from the grid to learn more.
For starters, here's Socket AI taking a client from discovery call to first invoice. You have the call, and Socket fills in the lead and builds a priced proposal for you to check. Once your client signs, Socket integrates with your tech stack: AML checks, setting clients up in Karbon, FYI or XPM, and invoicing through Xero or QuickBooks.
Positive Impact
"Socket has transformed the way we engage with clients. Rather than having pricing buried in spreadsheets or Word docs, we can talk clients through their options on the call. Where we used to take a day or more to get a proposal out, now it's done within 10–15 minutes"
Jessica Pillow
Pillow May Accountancy
From the Blog
Latest insights and updates
Once proposals go out, you need to know what happened next: which services are growing, where recurring fees are slipping, how many proposals are waiting on a signature, and what the next three months of billing look like.
It's officially awards season, and we're a bit blown away by the last few weeks. First we won Global Practice App of the Year at the Xero Global App Awards. Then AI proposals picked up Release of the Year at The Loop's Digital Disruptor Awards. And now we've found out that Socket is shortlisted in the ICB LUCA Awards 2026, in two categories: Bookkeeper Toolkit App and Integration of the Year.
Socket's AI proposals have been named Release of the Year at The Loop's Digital Disruptor Awards, and we’ve been so honoured to receive the recognition for a release that genuinely changes how practice’s win work. Since launch, the feedback on AI proposals has been some of the best we've had for any feature, so we're pleased the judges' think so too. Thank you to the panel, and to The Loop for putting on a diverse award night that celebrates the industry so well.
Upcoming Events
Webinars, workshops, and more
Wed, 14 Oct 2026, 9:00am – Tue, 10 Nov 2026, 4:00pm
Meet us in person at the Xero Roadshow, where we'll be travelling the country:
Bristol, Wed 14th Oct, Aerospace Bristol
Exeter, Tue 20th Oct, Westpoint Exeter
Birmingham, Thu 22nd Oct, The VOX
Edinburgh, Tue 27th Oct, EICC
Manchester, Wed 4th Nov, New Century Hall
London, Tue 10th Nov, Tobacco Dock
Thu, 15 Oct 2026, 2:00pm – 3:00pm
Join Jonathan Gaunt and Ellie McIntyre to discuss SEO and marketing for accountants and bookkeepers, with a live workshop and free checklist for all attendees.
Our Mission
Socket's mission is to empower accounting and bookkeeping firms to effortlessly convert prospects, seamlessly onboard clients, banish scope creep and do this while truly understanding the profitability of each service for each client.
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