Socket
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.
Protect your margins by catching every price change before it costs you.
Stop absorbing your clients' rising costs
Your clients grow, software costs change, and margins get squeezed - especially when your proposal pricing isn't keeping up. Price Monitoring helps you track changes in key proposal drivers, such as software costs, payroll volumes, and transaction frequency.
Instead of relying on spreadsheets or manual checks, upload your latest data to spot discrepancies at a glance. Socket makes it simple to identify undercharging, bulk-update proposals, and notify clients in just a few clicks, keeping your practice profitable without the admin headache.
✔️ Spot discrepancies before they cost you
✔️ Track the numbers that drive your fees
✔️ Bulk-adjust proposals in a click
✔️ Keep clients informed, automatically
✔️ Stay profitable without the admin headache
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
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
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.