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.
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 the tools to save you time and streamline your client journey, from tracking leads to signing proposals, and beyond into repricing and renewals.
Designed by accountants, for accountants. Every feature in Socket is built to protect your profitability, and impress your clients. Pick a feature or watch the short demo to learn more.
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
It's officially awards season, and we're a bit blown away by the last few weeks. First we won Global Practice App of the Year at the Xero Global App Awards. Then AI proposals picked up Release of the Year at The Loop's Digital Disruptor Awards. And now we've found out that Socket is shortlisted in the ICB LUCA Awards 2026, in two categories: Bookkeeper Toolkit App and Integration of the Year.
Socket's AI proposals have been named Release of the Year at The Loop's Digital Disruptor Awards, and we’ve been so honoured to receive the recognition for a release that genuinely changes how practice’s win work. Since launch, the feedback on AI proposals has been some of the best we've had for any feature, so we're pleased the judges' think so too. Thank you to the panel, and to The Loop for putting on a diverse award night that celebrates the industry so well.
Vinyl and Socket are now integrated, making it easier than ever to build proposals that prospects sign without hesitation, and making sure your existing clients are charged for all the work you do for them and quoted for the new opportunities that come up in conversation.
Upcoming Events
Webinars, workshops, and more
Tue, 29 Sept 2026, 11:00am – 11:45am
Jonathan from Socket, Isobel from Adfin, and Liam McHugh, founder of Clarity Counts, sit down to discuss client onboarding.
Thu, 1 Oct 2026, 10:00am – 11:00am
Rich and Si are back with everything we've shipped since July, and it's been a busy few months.
Wed, 7 Oct 2026, 9:00am – Thu, 8 Oct 2026, 5:00pm
The Digital Accountancy Show brings together over 7,000 forward-thinking firms, technology innovators, and industry leaders to define what’s next for the profession.
Visit us at stand C60 to find out what's new with Socket.
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.
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