Proposals for Accountants & Bookkeepers

Win more clients with interactive, branded proposals that protect your margin.

Create, send, and manage client proposals in minutes — built by accountants, for accountants.

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Turn your proposals into profit-winning client experiences

First impressions matter.

PDF’s were designed for printing, not proposals.

Ditch inflexible static PDFs and build interactive proposals that showcase your brand and value, simplify acceptance, and keep pricing under control.

One streamlined tool designed by and for accounting and bookkeeping practices

Socket Proposals bring together the essentials of winning work - presentation, pricing, scope, and reliability - into one streamlined tool. Our proposal builder is easy to use, you can even build proposals with the client present, and get one signature for everything with embedded engagement letters.

Start your free trial today and experience how easy it is to send professional, on-brand proposals that win and retain clients.

CTA TBC

GET AHEAD WITH

Easy Engagement Letters

Easily embed Letters of Engagement for approval alongside the proposal
Bring your own or use Socket’s curated templates to quickly get started
Save time with a dynamically generated schedule of services based on the proposal.

HELP YOUR PRACTICE

Stay Profitable

Keep prices aligned with costs with Subscription Monitoring
Easily apply mid period adjustments
Roll out global pricing updates in minutes

BUILD YOUR ECOSYSTEM

Workflow Automation

Start putting your proposal data to good use - Socket supports an open ecosystem and integrates with popular tools in accounting and bookkeeping workflows. Can't see your favourite yet? We're always adding more…

We also have an API, you can read our docs here!

Logos of producs that integrate with Socket: Xero, Dext, Xama, Zapier, Karbon, Slack and GoCardless

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