Blog

Client onboarding isn’t a 30-day checklist: systemise the complicated parts (proposals, AML, clearance, HMRC) so you have time for the complex ones, which means understanding each client’s goals and building a relationship that lasts well beyond the paperwork.

How accounting firms can use SEO to bring in two or three new clients a month on top of referrals, from Ellie McIntyre’s webinar with 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.

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.

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 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.