Blog

In this post, we unpack why Socket doesn’t recommend using PDFs as the main format for proposals (hint: they’re static, hard to keep in sync, and offer no visibility into client engagement) and what you gain by switching to a dynamic, online experience.

Behind the scenes, private equity (PE) is transforming the UK’s accounting and bookkeeping sector, quickly, and at scale. But, being independent doesn’t mean being left behind. In this first edition of our new article series, we break down the reasons behind this big shift in the accounting and bookkeeping sector.

Socket, the purpose-built client engagement platform for accounting and bookkeeping practices, has started beta testing their integration with Adfin, the intelligent payments platform also designed for accountants and bookkeepers.

In this post Rich shares Socket's approach to speedy software development, outlining how we structure the team and our work for faster results, plus our thoughts on AI tools and the future of software integrations.

Compliance shouldn't slow you down. Discover how integrating AML earlier in the client journey can improve trust, reduce admin, and unlock smarter, more seamless onboarding.

Spring brings exciting updates at Socket, including a new pricing plan, team expansion, and how valuable user feedback is shaping the future of our platform.

A framework for growth within your accounting or bookkeeping practice

Tiered pricing helps solve this by offering clients a choice - allowing them to select the level of service that suits them while helping you increase revenue without turning prospects away.

Introducing Socket Engage - the powerful new managed service for best practice Letters of Engagement.

Jon, founder of FD Works, focuses on how accountants and bookkeepers can create flexible and personalised pricing strategies for SME clients. He emphasises the importance of understanding each client's unique needs, managing expectations, and offering tailored service packages.

How maintaining a Single Version of the Truth (SVOT) can transform businesses by improving data accuracy, efficiency, and decision-making, despite challenges in syncing and human error.

2023 was a year of stealth, research and meticulous development for us. As we prepare to introduce Socket to the world, our strategy involves an approach to market entry that focuses on deep customer engagement and a controlled launch. We’re starting with Proposals and Letters of Engagement - it’s where your client journey begins.