Socket
Engagement Letters: Legally sound letters signed fast
Send legally sound, version-controlled templates signed digitally with the proposal in a one-signature approval flow
Stop treating engagement letters as an afterthought
For many accounting and bookkeeping firms, the engagement letter is treated as an afterthought. A separate document, signed by both parties, and then filed away.
With Socket, you stay compliant and avoid scope creep with engagement letters embedded into your proposal workflow and automatically generated from the selected services and pricing. Giving you the legal structure you need, tied directly to what the client has approved.
✔️ Embedded approval letters so your client signs once for everything
✔️ Ready-to-go, compliant templates with Socket Engage from our in-house compliance expert Ian Waters
✔️ Dynamic Schedule of Services mean scope stays accurate, even when things change
✔️
Other 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
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.