Overview
Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. What began as a better way to build proposals and engagement letters has grown into an end-to-end solution covering the whole engagement lifecycle, from the first lead through to onboarding, billing, and ongoing price monitoring.
The problems we set out to fix will be familiar. Pricing lives in spreadsheets and Word docs that only a couple of people in the firm ever touch. The journey from prospect to onboarded client is stitched together with manual steps. Vendor price increases and inflation quietly eat at margins because agreed fees are rarely revisited. And when a client asks for just one more thing, nobody can say with confidence whether it's in scope, or whether the engagement is still profitable.
Socket brings all of it into one place.
Leads: manage prospects on a drag and drop pipeline, assign actions with due dates, and run due diligence. When a lead is ready, convert it to a proposal in a couple of clicks.
Proposals: ditch static PDFs. Build clear, priced proposals in minutes, with branding, e-signatures, tiered options and extras, and itemised scope so clients know exactly what they're paying for.
Engagement letters: Socket Engage gives you a full template library, hosted terms and conditions, and independent engagement letters, so the paperwork keeps pace with the proposal.
Forms: capture leads and onboard clients in the same place your proposals live. Branded forms gather details, documents, and file uploads, and answers sync straight to the client record.
Billing: recurring and one-off fees collected on time through a deep Xero integration, driven by your active proposals instead of a separate billing spreadsheet.
Price monitoring: spot scope creep, expiring engagements, and clients who have outgrown their fees, then apply bulk price changes in a few clicks.
TaxScout: stop checking HMRC one client at a time. See every client's Corporation Tax, PAYE, Self Assessment, and VAT position in one dashboard, with realtime syncing and a per-client Taxes tab.
Every plan includes unlimited users, unlimited proposals and renewals, branded proposals with e-signatures, intelligent pricing, customisable engagement letters, and automated billing via Xero.
Pro features add options and extras, approval workflows, multi-entity proposals, roles and permissions, and a tailored AI assistant as your practice grows.
Practices feel the difference quickly. "Where we used to take a day or more to get a proposal out, now it's done within 10–15 minutes," says Jessica Pillow of Pillow May Accountancy, who cut billing time by 50%. Ask Accountancy recovered unbilled Xero subscription costs as part of a 20% income uplift.
Start a free trial, or book a call and we'll walk you through it.
Socket + Xero
Socket is built Xero-first. It starts with your client list. Contacts sync both ways between Socket and Xero, keeping your portfolio accurate in both systems. Clever matching across a number of attributes prevents accidental duplicates, so you can connect with confidence even if your records have drifted over the years. Client records also match and pass through to Xero Practice Manager for task management.
Once a proposal is signed, it becomes the source of truth for billing. Agreed services and scope changes flow straight through to Xero invoices on your chosen billing date, with duplicate protection built in. Post invoices to Xero as drafts for a final review, or approve them in Socket and let Xero send them out automatically. If you prefer repeating invoices, you can keep using them, but most practices find that billing from the proposal removes a whole layer of admin and reconciliation.
Your full monthly billing plan is visible in Socket, driven by active proposals. Review the month's changes across new clients, expansion, and contraction at a glance, before a single invoice is raised.
Socket works with what Xero already does brilliantly. Invoice templates, branding themes, GL account codes, and tracking categories all carry through, enhanced by Socket's billing engine. Set default account codes for recurring and one-off services, override them per service where needed, and fine-tune each client's branding theme and invoice line item detail.
The loop closes with monitoring. Subscription Monitoring cross-references on-charged Xero fees so vendor costs never slip through unbilled, and Price Monitoring through Xero + Xenon Connect shows where clients have outgrown their fees, with bulk price changes applied in a few clicks.
Pricing plans
This app includes a free 14 day trial
Core subscription
- Unlimited users
- Unlimited proposals & renewals
- Branded proposals & e-signatures
- Sophisticated, intelligent pricing
- Automated billing via Xero
- Customisable engagement letters
- Price monitoring & bulk adjustments
Pro Features
- Options / Extras
- Minor Adjustments
- Bulk Price Changes
- Approval Workflow
- Multi-Entity Proposals
- Roles & Permissions
- Tailored AI Assistant
Socket Engage
- Comprehensive Template Library
- Hosted Terms & Conditions and Privacy Policy
- Independent Engagement Letters
Socket Leads
- Drag & Drop Pipeline
- Lead to Proposal Workflow
- Assign Actions with Due Dates
- Due Diligence Toolkit
- Notes Repository
- Lead Progress Timeline
Socket Forms
- Drag-and-Drop Form Builder
- Automatic Lead Capture
- Client Onboarding Forms
- Document & File Uploads
- Answers Sync to the Client Record
- Link, QR Code & Bulk Send
TaxScout
- Corporation Tax, PAYE, Self Assessment, and VAT in one dashboard
- Trigger realtime syncing for the latest data
- Get a per-client Taxes tab with individual sync
- See amounts outstanding with payment and deadline filters
Getting started
There are two ways to get up and running with Socket: let us do it for you, or set up at your own pace. Either way, you'll be sending live proposals in days, not weeks.
Socket Fast Track - we do the heavy lifting:
Fast Track is our free onboarding service. Book a call and our team will handle the move for you, starting with a pricing healthcheck to show where your current fees stand against the market and your costs. If they need bringing up to date, we'll run a pricing reset with you. Then we'll build out your services, pricing, and templates so everything is ready to go.
Coming from another proposal tool? Our import tools map your GoProposal pricing matrix automatically, and AI-guided setup generates professional service descriptions from your own website. Safe trial mode means you can explore freely without accidentally sending a test proposal to a client.
Book a Fast Track call from the Socket website.
Setting up yourself:
Create a practice account, configure your services and pricing, and review your practice settings. The Pricing Menu makes it easy to adjust descriptions and options as you go.
Connecting Xero:
From the sidebar menu, head to Settings, then Practice Settings, and open the "Integrations" tab. Click "Connect to Xero" and you'll be taken across to Xero for authorisation. Choose the Xero organisation you want to use for invoicing and you'll be redirected back to Socket, connected and ready.
Once connected, edit the Xero settings to set a default account code for monthly recurring services and another for one-off services. To refine things further, head to "Services & Pricing" and assign a Xero account code to any service that should override the defaults.
Finally, review each client in the "Clients" section. Apply any non-default branding themes, and choose how much line item detail to include on invoices in the client's "Invoicing" tab.
That's it. Your proposals now drive your billing, and your billing runs through Xero.
