Blog

Insights, tutorials, and updates from the Socket team.

Socket now connects directly with Xenon Connect
Amy Mall
Integrations

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

Marketing to accountancy clients: the PECR rules every UK practice should know

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

TaxScout is live: See your clients' HMRC tax position in one place, inside Socket

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

Proposals Are Living Pricing Tools Not One-Time Documents
Jonathan Gaunt
ProposalsPricingProfitability & Growth

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.

MTD for Income Tax Is a Pricing Decision, Not a Compliance Exercise
Jonathan Gaunt
Making Tax Digital

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.

Socket x FYI integration: keep client data in sync, automatically

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

How to Measure Customer Satisfaction For Accounting & Bookkeeping Practices

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

Why Time Based Billing Is Flawed for Accountants and Bookkeepers, and What to Do Instead
Jonathan Gaunt
PricingBillingProfitability & Growth

Clients don’t buy hours, they buy outcomes. Discover how accountants and bookkeepers can shift from time-based billing to value-driven pricing that rewards expertise, efficiency, and results.

New in Socket: Built-in CSAT surveys, now available to all users
Amy Mall
Customer Satisfaction

Socket CSAT Surveys are your built-in feedback tool, designed to help you measure client satisfaction quickly and consistently.

We're Award Winning! Socket Wins Two Awards in the Xero Global App Awards 2025

Socket wins two Xero Practice App of the Year awards in the Xero 2025 global app awards.

Compliance Made Clear: Understanding the Rules that Build Professional Trust in the UK

Compliance expert Ian Waters covers the core requirements for accountants, including ethics, the law, and areas of regulation that all accountants and bookkeepers need to be aware of.

Pricing Psychology for Accountants and Bookkeepers: Do You Really Want to Charge Hourly?
Jonathan Gaunt
PricingProfitability & Growth

Stop leaving money on the table with our guide to pricing psychology for accountants and bookkeepers. Discover how smart pricing tiers with subtle pricing strategies can make clients choose your services with confidence.

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