Socket Forms are live: build a form in seconds, capture leads and onboard clients without leaving Socket

If your client forms took hours to build, moving them into Socket only takes minutes because AI does the work.

Socket Forms is now live in Socket. You don't need to start from scratch: upload the PDF of a form you already use and AI rebuilds it, describe the form you need and AI creates it, or start from a system template created by the experts if you prefer.

Plenty of tools out there can collect client data, but only Socket connects it. With Socket Forms new leads get created on your Leads board, a signed proposal triggers an onboarding form to go out, and soon, the client record pre-fills the form fields so your clients don’t end up repeating themselves.

Free for every practice until 13th July, so you have time to move your forms across (in minutes) and see how it works before any billing starts.

What Socket Forms does

Socket Forms makes it possible to stop copy-pasting the same data across three systems, and means you can get rid of the extra tools for something that should already live where your clients do. Forms cover the jobs your practice probably pays another tool to do, and brings them home to Socket:

New leads

Put a branded public form link on your website, in an email signature, or behind a QR code at reception, and every submission creates a lead in your Socket pipeline automatically.

Client onboarding

Once a proposal is signed, trigger a branded onboarding form by link, QR code, or email, and the answers flow straight onto the client record.

Capture data for specific services

Do you send forms to capture information from clients at particular points in time or when they start or expand a service? Send them in bulk or one at a time in Socket. Think Self Assessments forms, New Payroll Starter, Tax Return Checklist, P11D Checklist, Year End Accounts Checklist, or End of Job feedback surveys. All of this is possible with Forms (and more.)

Feedback forms

Capture client feedback to measure how you’re performing, including End of Job feedback surveys when you close a piece of work, onboarding feedback forms to check how the first few weeks have gone, and more.

Forms feature breakdown: what’s live now

• Forms made in seconds: The builder is drag-and-drop with twenty field types, including nine UK tax fields, and, if you have a Xama integration, identity verification. Three ways to start without starting from scratch, all easy to do:
  • Describe what you need and AI builds it
  • Upload a PDF of an existing form and AI recreates it
  • Pick a template built for your workflow.
• Leads created in Socket: With a leads form a response creates a new entry to your Socket Leads kanban board and stores their answers to the lead record without manual work.
• Onboarding handoff after proposal signing: When a proposal is signed, an onboarding form can fire automatically, so nothing stalls waiting for someone to remember to send it.
• Conditional questions: Show or hide questions with conditional logic, so you reduce the amount of forms you need and each client only ever sees what is relevant to them.
• A template library built for accounting work: Start from a template and make it your own: Simple and Comprehensive Lead Forms, Individual and Company Onboarding, New Payroll Starter, Tax Return Checklist, P11D Checklist, Year End Accounts Checklist, and an End of Job feedback survey.
• A table view for responses: Review every answer in one place with custom columns, filters, and sorting, so working through a batch of submissions feels like a spreadsheet, not fifty open emails.
• Export your data anywhere: Download to CSV or XLSX, filtered by search, status or delivery for a clean snapshot of exactly the data you need. Coming soon you’ll be able to send data to your favourite PM tool, through webhooks and API.
• Bulk email send and delivery tracking: Send forms out in bulk, see what has been sent and what is still outstanding, and resend in a click.
• Form versioning: Edit a live form without losing the responses you have already collected.

Because Forms reads and writes the same database as your proposals, leads, and client records, a submission lands on the client record instead of an inbox or other tool. Enrich your client data and as we build Forms out, this data will be accessible for your other tools too.

From the team that built it

"We kept hearing the same thing from practices. They were paying for Typeform or Cognito to collect data, then paying again in the time it took to move that data everywhere else. The collecting was never the hard part, it was the connecting.

Forms closes that gap for accountants and bookkeepers, so your lead form feeds the Leads kanban, your onboarding and data collection forms feed the client record, and AI means the move costs you minutes".
_{Jonathan Gaunt, Co-founder, Socket}

Tips and tricks

A few ways to get more out of Forms from day one:

Move your existing forms with the AI driven PDF import: Coming off Cognito, Typeform, Jotform, or MS Forms? Save a form as a PDF, upload it, and let AI rebuild it in Socket.

Use conditional logic to retire your form variants: If you keep three near-identical onboarding forms for different client types, build one with conditional questions instead, so each client sees only their path.

Collect documents inside the form: The file upload field takes PDF, JPG, PNG, HEIC, DOCX, XLSX, and CSV, up to 10MB each.

Send in bulk with the criteria builder: Build a recipient list, review who is getting it, and send to many clients at once. Renewal and annual tax checklists can now go out as one job.

Coming soon

This is the first release, and more is already in the works:

• Pre-fill data from the client record: So your clients don’t need to retype the data tyou already hold, along with more field types, including a table field for structured rows and a company lookup.
• Embed a live form on your website: Drop a form straight into your site, which is handy for lead forms that need to sit where prospects already find you.
• More powerful, customisable field types: Set your own field rules, like the number of digits a field accepts or the type of entry allowed.

Get started

Forms is live in your account now. Open the Forms module to build your first form and send to a client, or send one straight from a client record.

Check out the help guide that walks through building, AI generation and import, sending, and reviewing responses.

It is free for every practice until 13th July. Not started your free trial yet? Sign up for a two week trial to give it a whirl.