Socket
About us
Designed by accountants, for accountants, Socket covers everything from discovery, pricing and proposals through to engagement letters, onboarding and billing. Every feature in Socket is built to protect your profitability, and impress your clients. We save you hours every week, and keep your client work scoped, signed and profitable. Get the admin out of the way and retain profitable clients.
✔️ Price with clarity and confidence
✔️ Convert enquiries into clients
✔️ Win more work with less effort
✔️ Get legally sound letters signed fast
✔️ Keep your practice running smoothly
✔️ Capture leads and onboard clients in the same place your proposals already live
✔️ Get paid without the manual overhead
✔️ Keep every client priced where they should be
✔️ Stay on top of every client's tax position
Products & services
Pricing: Price with clarity and your margins
Get consistent pricing so the whole team can price proposals, with flexible price drivers and automated price monitoring
Leads: Convert enquiries into clients
Automate inbound enquiries to land in Socket, track progress, add notes and assign tasks, and convert into proposals
Proposals: Win more work with less effort
Build branded digital proposals a client can easily understand, use quick set-up tools and templates or draft with AI
Engagement Letters: Legally sound letters signed fast
Send legally sound, version-controlled templates signed digitally with the proposal in a one-signature approval flow
Forms: One place for every client form
Build branded forms to capture leads and onboard clients in the same place your proposals already live.
Billing: Get paid without the manual overhead
Move away from repeating invoices with billing integrations, and capture direct debits in the proposal approval flow
Price Monitoring: Stop absorbing your clients' rising costs
Upload your latest data, see where proposals have fallen behind, then bulk-update pricing and notify clients in moments.
TaxScout: Every tax deadline, every balance, one screen
Connect to Government Gateway and pull client CT, PAYE, SA, and VAT data into a dashboard for quick payment reminders.