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, kicking off AML checks, forms, and the first 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
Client onboarding isn’t a 30-day checklist: systemise the complicated parts (proposals, AML, clearance, HMRC) so you have time for the complex ones, which means understanding each client’s goals and building a relationship that lasts well beyond the paperwork.
How accounting firms can use SEO to bring in two or three new clients a month on top of referrals, from Ellie McIntyre’s webinar with Socket.
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.
Upcoming Events
Webinars, workshops, and more
Thu, 29 Oct 2026, 11:30am – 12:30pm
The walkthrough showing you how Socket billing works and the latest feature additions that makes client billing easier.
➡️ The three routes from proposal to invoice, for recurring and one-off work
➡️ How to use the billing plan and work management screens to manage your invoices
➡️ Xero, QuickBooks, GoCardless & Adfin integrations
➡️ The new billing dashboard.
➡️ Invoice lines by service group, for firms that want more control over how invoices consolidate
➡️ The client invoice history, reporting, and failed invoice retries all from the client record
➡️ A look at what's coming next.
Tue, 17 Nov 2026, 11:00am – 12:00pm
Join sales expert Ian Phillips from Xero and Socket’s Jonathan Gaunt for a practical, conversational session on how to run the sales cycle in a way that feels like advice to the client.
✔️ A simple process from first enquiry to signed proposal, and what happens after.
✔️ How to prepare for a client meeting: the three questions to answer before you walk in.
✔️ The questions that uncover what a client needs before you offer anything.
✔️ How to handle objections without pushing and how to position a service so the value is clear.
✔️ How to ask for commitment without it feeling awkward, plus the five numbers that show where your pipeline needs work.
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.
Ready to power up?
Intrigued, but not quite ready?
Join our mailing list
We'll keep you updated with news on exciting product launches and upcoming webinars.