Everything your practice needs,
from prospect to profit
Socket's suite of tools covers the full client journey: finding leads, pricing your services, sending proposals, onboarding clients, and keeping the billing running smoothly.
Pricing
Price with clarity and confidence
- →Develop your pricing with flexible pricing menus and customisable price drivers
- →Get consistent pricing across the practice so the whole team can price proposals
- →Use price monitoring to flag fees that have slipped behind cost or value
Leads
Convert enquiries into clients
- →Automate inbound enquiries to land in Socket through Zapier or webhooks
- →Track progress and client status, add notes and assign tasks
- →Convert leads straight into a Socket proposal when the timing is right
Proposals
Win more work with less effort
- →Build clear, branded proposals a client can actually understand
- →Generate a first draft with AI from a call transcript or meeting notes, then refine with quick set-up tools and templates
- →Send automated reminders and track proposal activity
Engagement Letters
Get legally sound letters signed fast
- →Send legally sound, version-controlled templates signed digitally
- →Use Socket Engage for curated, up-to-date content by compliance expert Ian Waters
- →Get engagement letters signed with the proposal in a one-signature approval flow
Looking for curated compliance templates? See Socket Engage →
Workflow Automation
Keep your practice running smoothly
- →Connect Socket to the tools you already use, including Xero and QuickBooks
- →Automate the repetitive handoffs between proposals, onboarding, and billing
- →Trigger custom workflows with Zapier and webhooks to fit your practice
Forms
Capture leads and onboard clients in the same place your proposals already live
- →Build branded forms by drag-and-drop and send them by link, QR code or email
- →Turn public form submissions into leads, straight in your Socket pipeline
- →Onboard clients; collect documents and flow answers straight onto the client record
Billing
Get paid without the manual overhead
- →Move away from repeating invoices with billing integration workflow
- →Keep proposals up to date and post monthly invoices to Xero or QBO
- →Capture direct debits in the proposal approval flow with Adfin or GoCardless
Price Monitoring
Keep every client priced where they should be
- →Flag fees that have slipped behind cost or value as your clients evolve
- →Track volume changes, outdated pricing, and software recharges
- →Upload platform data and act with one-click adjustment tools
TaxScout
Stay on top of every client's tax position
- →Support clients with Corporation Tax, PAYE, Self Assessment, and VAT in dashboard views
- →Trigger realtime syncing for the latest data
- →See amounts outstanding with payment and deadline filters
Supercharge with Add-ons
Available on any plan: add only what your practice needs.
Socket Leads
A full prospect pipeline: track leads, assign tasks, and convert to proposals in one place.
Learn more →Socket Forms
Capture leads and onboard clients with branded forms; answers and documents land straight on the client record.
Learn more →Socket Engage
Curated, compliance-ready engagement letter templates maintained by expert Ian Waters.
Learn more →TaxScout
UK tax dashboard covering Corporation Tax, PAYE, Self Assessment, and VAT in one view.
Learn more →
Pro Features
Advanced tools: approval workflows, bulk actions, roles & permissions, and AI assistant.
Learn more →
See how it all fits together
From Starter to Enterprise, every Socket plan includes pricing, proposals, engagement letters, and billing. Add-ons are available on any tier.
View Pricing Plans →Ready to power up?
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