Blog

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.

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

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.

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.

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.