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Socket

By Socket
5 out of 5 stars
Free 14 day trial available
Get this appView pricing plans
Supercharge sales and retain profitable clients with Socket, a powerful proposal and engagement management system for accountants and bookkeepers.
Rated
5.0
out of 5
Reviewed by
11
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
April 2024

Overview

Socket’s mission is to empower accounting and bookkeeping firms to effortlessly convert prospects, seamlessly onboard clients, banish scope creep and do this while truly understanding the profitability of each service for each client.

Our intention with Socket is to provide value out of the box with our initial offering and take you on an exciting journey towards our expansive future vision.

We’re starting with Proposals and Letters of Engagement - it’s where your client journey begins.

The proposal should define the scope of all the services an accountancy or bookkeeping firm agrees to perform on behalf of a client. This might sound like common sense, except that right now, from what we have observed, there are several things that are preventing this from reflecting reality:

  • Only a small number of people in the firm are involved in managing proposals - part of a process that is often underinvested in
  • The journey from prospect through to onboarded client involves lots of manual steps
  • Vendor price increases and inflation are eating at profits as proposals are not kept up to date
  • The client and the wider team have little visibility on what work is in scope and what isn’t
  • Managers are unable to tell which client services are profitable and which ones need attention

After really getting to grips with the challenges in this space, it seemed like an area where we could have a really positive impact - so we've set out on a mission to address these challenges!

Socket
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Socket + Xero

Socket's Xero integration allows you to take full advantage of your firm's Xero invoicing and payment collection facilities.

A full 2-way sync keeps your clients and Xero Contacts up to date and maintains an accurate picture of your portfolio. Clever matching across a number of attributes prevents accidental duplicates and ensures accurate records.

View your full monthly billing plan in Socket, driven by the active proposals. Quickly review changes across new clients, expansion and contraction.

Then tweak your configuration like invoice line item detail, account codes and branding themes per client.

Finally, post invoices to Xero on a monthly basis so they can be sent out to your clients. Streamline your workflow by approving in Socket and automatically sending out in Xero.

Pricing plans

This app includes a free 14 day trial

*All prices are exclusive of tax

Starter

GBP 20.00 per month
  • Up to 20 Active Clients
  • Unlimited Users
  • Unlimited Proposals & Renewals
  • Sophisticated, Intelligent Pricing
  • Branded Proposals & E-signatures
  • Customisable Engagement Letters
  • Automated Billing via Xero

Standard

GBP 50.00 per month
  • Up to 100 Active Clients
  • Unlimited Socket Users
  • Unlimited Proposals & Renewals
  • Sophisticated, Intelligent Pricing
  • Branded Proposals & E-signatures
  • Customisable Engagement Letters
  • Automated Billing via Xero

Premium

GBP 100.00 per month
  • Up to 500 Active Clients
  • Unlimited Socket Users
  • Unlimited Proposals & Renewals
  • Sophisticated, Intelligent Pricing
  • Branded Proposals & E-signatures
  • Customisable Engagement Letters
  • Automated Billing via Xero

Enterprise

GBP 300.00 per month
  • Up to 1,500 Active Clients
  • Unlimited Socket Users
  • Unlimited Proposals & Renewals
  • Sophisticated, Intelligent Pricing
  • Branded Proposals & E-signatures
  • Customisable Engagement Letters
  • Automated Billing via Xero

Reviews & ratings

5.0 out of 5 stars
11 Reviews

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Most recent reviews

JH
Joshua Hendy
Posted 5 Sep 2025
5 out of 5 stars
Socket is fantastic tool to help make sure that pricing is aligned with the services that we deliver - and it does this better than any other system I've used before. It's also really user friendly (for both accountants and clients) and I would highly recommend it for any practice that finds proposals and pricing a challenge.
RJ
Robin Johnson
Posted 4 Sep 2025
5 out of 5 stars

Absolutely brilliant!

I have been using Socket for around a year now. The integrations that we have with it, the ease of use and how smartly everything is laid out is first class. The guys on the team are so helpful, they really do listen to the customer base as well and the goal of becoming an all encompassing platform is well within reach. Having a single point of data entry means we are a much more efficient practice and can focus our efforts on other areas and also means that onboarding is not the drawn out process that it once was.
JG
Jonathan Gaunt
Posted 2 Sep 2025
5 out of 5 stars
We were unhappy with our previous tool. Socket transformed our proposal process, easy to use interface, amazing bulk adjustment features and 3-tier pricing options. And it is easy to switch.

Additional info

Shared data

Xero
Socket
Invoicesshared from Socket to Xero
Contactsshared from Xero to Socket and from Socket to Xero
Accountsshared from Xero to Socket
Branding Themesshared from Xero to Socket

Functions

Invoicing and jobsAccountant tools

Industries

Accounting

App details

By Socket
Added in 2024

Countries

United Kingdom

Languages

English

Support

Setup walkthroughContact supportsupport@usesocket.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.