Events

Get all the tips and tricks on how to power up your practice with Socket, by joining one of our events.

The Xero Roadshow 2026
In Person
The Xero Roadshow 2026

Tue, 27 Oct 2026, 9:00am – Tue, 10 Nov 2026, 4:00pm

Meet us in person at the Xero Roadshow, where we'll be travelling the country:

  • Bristol, Wed 14th Oct, Aerospace Bristol

  • Exeter, Tue 20th Oct, Westpoint Exeter

  • Birmingham, Thu 22nd Oct, The VOX

  • Edinburgh, Tue 27th Oct, EICC

  • Manchester, Wed 4th Nov, New Century Hall

  • London, Tue 10th Nov, Tobacco Dock

The Socket billing walkthrough: fundamentals, what's new, and a live demo
Webinar
The Socket billing walkthrough: fundamentals, what's new, and a live demo

Thu, 29 Oct 2026, 11:30am – 12:30pm

The walkthrough showing you how Socket billing works and the latest feature additions that makes client billing easier.

➡️ The three routes from proposal to invoice, for recurring and one-off work
➡️ How to use the billing plan and work management screens to manage your invoices
➡️ Xero, QuickBooks, GoCardless & Adfin integrations
➡️ The new billing dashboard.
➡️ Invoice lines by service group, for firms that want more control over how invoices consolidate
➡️ The client invoice history, reporting, and failed invoice retries all from the client record
➡️ A look at what's coming next.

No One Likes a Salesperson: How Accountancy Firms Win More Business
Webinar
No One Likes a Salesperson: How Accountancy Firms Win More Business

Tue, 17 Nov 2026, 11:00am – 12:00pm

Join sales expert Ian Phillips from Xero and Socket’s Jonathan Gaunt for a practical, conversational session on how to run the sales cycle in a way that feels like advice to the client.

✔️ A simple process from first enquiry to signed proposal, and what happens after.
✔️ How to prepare for a client meeting: the three questions to answer before you walk in.
✔️ The questions that uncover what a client needs before you offer anything.
✔️ How to handle objections without pushing and how to position a service so the value is clear.
✔️ How to ask for commitment without it feeling awkward, plus the five numbers that show where your pipeline needs work.

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