Blog

Insights, tutorials, and updates from the Socket team.

The Insights dashboard is live: see fees, clients, pipeline, and billing in one place, inside Socket

Once proposals go out, you need to know what happened next: which services are growing, where recurring fees are slipping, how many proposals are waiting on a signature, and what the next three months of billing look like.

We've been shortlisted in the ICB LUCA Awards 2026
Amy Mall
Socket News

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.

AI proposals named Release of the Year at the Digital Disruptor Awards

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 × Socket: turn client conversations into drafted proposals
Amy Mall
ProposalsIntegrations

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.

We've won UK Practice App of the Year at the Xero Global App Awards 2026

Big news for Socket: we've won UK Practice App of the Year at the Xero App Awards 2026 🏆

Xero's price rise is coming: how to update your prices in three simple steps

Xero's prices rise on 1st September, adding £2 to £5 per client, per month. If you on-charge subscriptions to clients, this guide covers how to work out who's affected, how to tell clients, and how to apply the increase in bulk, so none of it gets absorbed into your margin.

Socket Leads Module 2.0: win more of the clients your practice wants
Amy Mall
Lead GenerationProfitability & GrowthPipeline management

Leads 2.0 is here. AI research on every prospect, lead capture forms for your own website, a pipeline built around your own stages, and reporting that shows what converts. It's the biggest upgrade to Leads since the module launched, and it's built for every opportunity your practice runs: new prospects and existing clients alike.

Your AML Requirements Are More Than an ID Check
Jonathan Gaunt
AMLCompliance

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
Simon Williams
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
Amy Mall
Integrations

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.

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

You can now build onboarding and new lead forms in seconds. Generate with AI or use expert templates to capture leads, onboard clients, and collect data and feedback without leaving Socket. It's almost too easy to get started.

Rough notes or full transcript: AI generated proposals work with whatever you've got

How Socket's new AI proposal tool helps you save time and get proposals out the door while the deals still warm, all while generating proposal content that leads and renewals actually want to sign.

Cookies

We use necessary cookies to make the site work, plus analytics and marketing cookies to understand and promote it - only with your consent. See our GDPR & Privacy Policy.