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It’s Easy to Make the Switch with Socket

Socket is built for busy accounting and bookkeeping firms that want to send professional, branded proposals without spending weeks on setup. You can import your existing pricing structure, personalise your proposal templates, and start winning proposals, fast.
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Whether you’re moving over from an existing tool like GoProposal, or looking to power up your proposal process from scratch, Socket makes setup simple and scaling easy.
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3 reasons Practices are Switching to Socket

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Better Value for Money

Socket has a range of affordable starter packages with powerful add-ons, designed to grow with your Practice.

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Seamless Client Experience

Ditch the static PDF’s. Send clients branded, interactive digital proposals, with integrated engagement letters.

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Quick to Get Started

Our import tools and AI guided setup will take you from signup to live proposals in days, not weeks.

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Fast, guided setup - even if you’re coming from another proposal tool

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Socket makes it incredibly easy to bring your existing pricing and services across. Don’t lose momentum during migration - your pricing menus, services, and brand carry straight into Socket, so you can keep serving clients without interruption.

  • Pull your client list in from your practice management software.
  • Use the built-in importer to upload your GoProposal pricing matrix - Socket automatically maps your services and pricing.
  • Review your imported pricing in the Pricing Menu and adjust descriptions or options as you go, then pull your pricing menu straight to your proposal templates for a seamless workflow.
  • Use our AI tools for faster set up of professional proposals - pull your practice colours, logo, and testimonials from your website straight into Socket, and try our wizard to auto-generate customisable service descriptions.
  • Safe trial mode available: you can explore the system without accidentally sending test proposals to clients, so you feel confident before launching your first winning proposal.

Unlock clearer pricing, with confidence

screenshot mockup of Socket proposal options. Comparison of three service plans labeled Standard, With the Books, and Full Finance Function.

Everything in Socket is designed to help accountants and bookkeepers to save time and protect profitability. Socket proposals deliver a modern, professional client experience that reflects your firm’s value.

  • Build branded proposal templates with pdf brochures, videos, and testimonials. Then customise per client with dynamic pricing and service options. Link proposals directly to engagement letters, all in the same platform.
  • For powerful pricing strategies, give your customers the benefit of choice. Easily add upsells and tiered pricing with our Options and Extras features, all within the same proposal.
  • Clients see a clean interactive proposal experience, sent from your own email domain, and can accept instantly online.

Integrations keep you streamlined as you grow

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Use Socket’s large selection of integrations to connect proposals to the rest of your workflow with no double handling of data. You get a connected, future-ready proposal platform that supports your firm’s growth without the complexity.

  • Integrate with other essential apps throughout the ecosystem such as Karbon, Adfin, and Xama.
  • Automatically map accepted proposals to your billing systems.
  • For even more powerful automation with Socket, you can use Zapier or the Socket API to build custom workflows.
Logos of producs that integrate with Socket: Xero, Dext, Xama, Zapier, Karbon, Slack and GoCardless

Don't just take our word for it...

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Samatha Sollis, Pillow May Accountancy
“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

Read more about how Pillow May cut Proposal time by up to 90% with Socket  ->

Xero App Store Reviews

"Sensational - added an extra 24k in 2 months
So easy to use, we ported over from Go Proposal. The ability to give the client multiple options is huge. 2 clients went with the big dawg option at over £2k a month each, would never even have pitched that without Socket. Adding new features all the time, and a team that really cares" - Stuart Hurst ★★★★★
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‍Read more in the Xero App Store ->
Andrea Thomas, Starfish Accounting
“I wanted something where I had flexibility, a proposal software that was reliable and value for money. That's what I was looking for, and Socket ticked all of those boxes.”  

“Socket gives clients a great first impression, and gives me the functionality I need without the cost or stress of my old system.”

Natalie Binstead-Wey, BW Accountants and Advisers

Read more about how BW built best practice proposals - and cut costs by two-thirds ->

Xero App Store Reviews

"Excellent Customer Service
I find Socket really easy to use generally but the thing that really makes it stand out is the customer service, which is excellent. Whenever I've needed to contact the team they are so quick to respond and so helpful. Highly recommended." - Charlotte Glendinning ★★★★★
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‍Read more in the Xero App Store ->
Andrea Thomas, Starfish Accounting
"We needed a solution we could trust, with ongoing development and responsiveness, and Socket fit that perfectly."

"Socket is reliable, user-friendly, and provides a professional, seamless experience for us and our clients"

Andrea Thomas, Starfish Accounting

Read more case studies from accountants like Andrea in the Socket Blog ->

Xero App Store Reviews

"The integrations that we have with [Socket], the ease of use and how smartly everything is laid out is first class. The guys on the team are so helpful, they really do listen to the customer base as well ... Having a single point of data entry means we are a much more efficient practice and can focus our efforts on other areas and also means that onboarding is not the drawn out process that it once was." - Robin Johnson ★★★★★
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‍Read more in the Xero App Store ->

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