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.

Effortless proposalsSeamless onboardingProfitable growth

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.

The Socket suite: Leads, Proposals, Engagement Letters, Workflow Automation, Forms, Billing Management, Price Monitoring, TaxScout and Pricing

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 Monitoring

Features

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.

Socket product overview

Xero Award Winners 2025!

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Xero App Award Winner 2025

"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

Jessica Pillow

Pillow May Accountancy

Pillow May Accountancy

From the Blog

Latest insights and updates

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Your AML Requirements Are More Than an ID Check

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.

How to Build a Pricing Menu for Your Accounting Practice
PricingAIProfitability & Growth

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.

New integration: Win in Socket, run it in Sodium

Socket now integrates with Sodium: win proposals in Socket and run your practice in Sodium, with clients, services, and pricing flowing across with no rekeying.

Upcoming Events

Webinars, workshops, and more

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When two systems work as one: a live look at client onboarding
Webinar
When two systems work as one: a live look at client onboarding

Tue, 21 Jul 2026, 10:00am – 11:00am

Live with Xama: one client from won proposal to fully verified, in one connected journey.

Power-up with Socket AI: How To Build Pricing and Proposals with AI
Webinar
Power-up with Socket AI: How To Build Pricing and Proposals with AI

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

A photograph of Socket founder Jonathan Gaunt

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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Intrigued, but not quite ready?

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We'll keep you updated with news on exciting product launches and upcoming webinars.

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