Socket Information

Socket is reimagining how accounting firms win, price, and manage clients. Built by accountants who’ve lived the pain first-hand, we remove bottlenecks and manual admin so practices can grow profit sustainably. 🔌Systematise your pricing and protect profitability 🔌Streamline your proposals, engagement letters, and direct debit collection 🔌Keep billing in scope and up to date 🔌Track and manage leads in your pipeline 🔌Collect client feedback and measure satisfaction 🔌Monitor subscription fees and client volumes 🔌Access to all your data - automate your workflow with integrations and Zapier Co-founded by Jon Gaunt, Xero MVP 2024 and practice owner of FD Works, Socket was created because existing proposal tools weren’t designed for accountants. They create inconsistent pricing, scope creep, admin overload, and lost profit. Socket flips that model by making the proposal the single source of truth across the entire client journey, from lead to renewal. Create accurate proposals with advanced pricing calculations, package options, and extras. Embed engagement letters and set up payments through GoCardless or Adfin with one signature, automate reminders and roll out price changes across your client base in minutes. Once a proposal is signed, Socket keeps everything in sync. Connect to Xero or QuickBooks Online to automate billing with no repeating invoices. Track leads, monitor service profitability with Socket Insights and build loyalty through client satisfaction surveys. What makes Socket different is our pace, purpose, and partnership. Our in-house team ships updates weekly, shaped directly by user feedback. We integrate deeply with the tools firms already rely on, from Xero, XPM, Karbon and FYI to Slack, Dext, and Xama, and support users with lightning-fast response times. Socket gives accountants and bookkeepers clarity in pricing, confidence in scope and control over profit from first enquiry to delighted customer.