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 proposalsOnboarding
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 onboardingBilling
Recurring and one-off fees collected on time. Price with clarity and protect your margins.
Explore billingGrowth
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.
Xero Award Winners 2025!
Learn more...From the Blog
Latest insights and updates

AML risk assessments don't have to be a chore when they feed onboarding and account management in your firm. The questions that keep you compliant are the same ones that help you price accurately, spot growth opportunities, and build your practice around your best clients.
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Building a standardised pricing menu is the slowest, fiddliest job in a practice. This framework shows you how to begin standardising your pricing, and how Socket's new AI Pricing Agent turns a blank page into a draft menu in minutes.
Upcoming Events
Webinars, workshops, and more

Tue, 21 Jul 2026, 10:00am – 11:00am
Live with Xama: one client from won proposal to fully verified, in one connected journey.

Thu, 23 Jul 2026, 1:00pm – 2:00pm
Join Si and Simon for this month’s how-to webinar on Socket's AI features and how they help you move faster without compromising on quality.
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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