Blog

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.

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.

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.

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.

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.

Xenon Connect's bookkeeping insights now flow live into Socket, driving your pricing, proposals, and Price Monitoring with real client data.

The UK consent rules that apply when you contact clients about additional services, including the differences between individuals and corporate entities.

How TaxScout gives you filing status, amounts outstanding, upcoming deadlines, and payment history without logging into Government Gateway for each client individually.

Most proposals are priced once and never revisited. This article covers the four repricing triggers that quietly erode your margins, and the framework for fixing it.

We’ve launched our integration between Socket and FYI so you can remove duplication and keep client records accurate, from proposal through to delivery.

MTD for IT is, at its core, a pricing decision. Handle it well and it can be commercially sustainable. Handle it badly and it quietly erodes margin, capacity, and your client’s confidence in your pricing.

How to measure and improve customer satisfaction, so your practice can keep growing with word of mouth business and renewals.