Socket
Socket is a web and API suite for accountants and bookkeepers handling client engagement, scope management, and profitability.
What Socket is
Socket is a web and API suite for accountants and bookkeepers handling client engagement, scope management, and profitability. Its workflow follows the client lifecycle from leads and pricing through proposals, engagement letters, onboarding, billing, and renewals. AI can create a first proposal draft from a call transcript or meeting notes. Reusable content, client approvals, and electronic signatures support proposal work. Billing can post monthly invoices to Xero or QuickBooks Online and capture direct debits through Adfin or GoCardless. Integrations listed include Xero, QuickBooks, Zapier, Slack, FYI, Karbon, Dext, GoCardless, Adfin, Sodium, XPM, Xama, Xenon Connect, and Vinyl. Zapier links Socket with over 8,000 apps, while the public API supports custom integrations and workflows. Plans are based on active clients, with unlimited users, proposals, and renewals. Socket states that data is encrypted, stored in EU regions, backed up daily, and protected by enforced two-factor authentication.
Good
- AI drafts proposals from transcripts or notes
- Billing posts invoices to Xero or QuickBooks
- Zapier connects to over 8,000 apps
- Unlimited users, proposals, and renewals
- 14-day trial needs no payment details
Watch out
- No free plan
- Plans limit active clients
- TaxScout is UK-only and an add-on
Who it suits
Socket suits accounting and bookkeeping practices managing structured client lifecycles. It is also relevant to teams needing accounting integrations, automation, or API-based workflows.
Verdict
Socket combines proposal, lifecycle, billing, and renewal workflows for accounting practices. Its integrations, automation, and API make it suitable for connected operations, while active-client limits shape plan choice.
Plans and prices
From Socket's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | £25 a month | Up to 100 Active Clients · unlimited users, proposals and renewals · £25/month, billed annually |
| Premium | £50 a month | Up to 500 Active Clients · unlimited users, proposals and renewals · £50/month, billed annually |
| Starter | £120 a year | Up to 20 Active Clients · unlimited users, proposals and renewals · £120.00 per year (= £10.00/month, billed annually) |
| Enterprise | £150 a month | Up to 1,500 Active Clients · unlimited users, proposals and renewals · £150/month, billed annually |
The facts
Each one read from Socket's own pages, with the date it was checked.
What it does
- AI proposals
- Socket can generate a first proposal draft with AI from a call transcript or meeting notes.checked 4 Oct 2026
- Authentication
- Socket states that two-factor authentication is enforced for all users.checked 4 Oct 2026
- Automation
- The Zapier integration connects Socket to over 8,000 apps and supports proposal status triggers and record-creation actions.checked 4 Oct 2026
- Client lifecycle
- The suite covers leads, pricing, proposals, engagement letters, onboarding, billing, and renewals.checked 4 Oct 2026
- Integrations
- Listed integrations include Xero, QuickBooks, Zapier, Slack, FYI, Karbon, Dext, GoCardless, Adfin, Sodium, XPM, Xama, Xenon Connect, and Vinyl.checked 4 Oct 2026
- Privacy and residency
- Socket states that it is GDPR compliant, stores customer data exclusively in EU regions, and does not share data with third parties without consent.checked 4 Oct 2026
- Public API
- Socket says developers can use its public API documentation to build custom integrations and workflows.checked 4 Oct 2026
- Purpose
- Socket is a suite of tools for accountants and bookkeepers covering client engagement, scope management, and profitability.checked 4 Oct 2026
- Security
- Socket states that data is encrypted in transit with TLS 1.2+ and at rest with AWS KMS, with daily automated backups and point-in-time restore.checked 4 Oct 2026
- Support contact
- Socket lists [email protected] as the contact for questions about its security practices.checked 4 Oct 2026
- TaxScout availability
- TaxScout is available only to UK customers with a Socket Core Membership and is an add-on module.checked 4 Oct 2026
Money
- Billing
- Billing features can post monthly invoices to Xero or QuickBooks Online and capture direct debits through Adfin or GoCardless.checked 4 Oct 2026
- Plan limits
- Plans are based on active clients; exceeding a plan's active-client limit prompts an upgrade.checked 4 Oct 2026
- Trial
- The 14-day free trial includes all features and does not require payment details.checked 4 Oct 2026
The company
- Company
- The maker identifies itself as Socket Digital Limited and lists its address as 14 Greenway Farm, Bath Road, Wick, Bristol, BS30 5RL.checked 4 Oct 2026
- Headquarters
- Bristol, United Kingdomchecked 28 Sep 2026
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