Socket has a whole suite of tools to save you time and streamline your client journey, from tracking leads to signing proposals, and beyond into repricing and renewals.
Every feature in Socket is built to save you time, protect your profitability, and impress your clients.
Build your service menu once and price with total clarity. Socket lets you define your services, set your fees, and present options to clients in a way that's transparent, professional, and designed to protect your profitability.
Send polished, branded proposals in minutes — not days. Socket's proposal builder lets you package your services, present tiered options, and get client sign-off faster than ever, all without a spreadsheet in sight.
Connect Socket to the tools you already use, including Xero, and keep your practice running smoothly. Automate the repetitive handoffs between proposals, onboarding, and billing so nothing falls through the cracks.
Know exactly how your clients feel at every stage of the relationship. Socket's built-in customer satisfaction (CSAT) tools help you spot issues early, gather feedback effortlessly, and build the kind of client loyalty that drives referrals.
Generate compliant, professional engagement letters directly from your proposals — no copy-pasting required. Templates are fully customisable so every letter reflects your practice and is ready to sign in seconds.
Stay on top of what every client owes and what every service is worth. Socket gives you a clear view of your recurring revenue, makes it easy to manage client billing, and helps you identify where scope creep is eating into your margins.
With TaxScout, see Corporation Tax, PAYE, Self Assessment, and VAT data for your entire client base in configurable dashboards that reflect what information your practice needs on hand. Filing status, amounts outstanding, upcoming deadlines, and payment history, all within Socket.
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Never let a new opportunity slip away. Socket's Leads module helps you track prospects through your pipeline, manage proposal follow-ups, and handle renewals with existing clients — all in one place.
Price Monitoring gives you a clear view of where your fees need attention, so you can act before the gap starts to cost you. Spot volume changes, clients on out-of-date pricing, and track software recharges. Upload data from connected platforms to start conversations and stay on top of your profitability.
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.
We'll keep you updated with news on exciting product launches and upcoming webinars.
