Ignition
Proposals and engagement letters clients sign online, with invoicing and payment collection set up from the signed agreement.
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Proposals & engagement · Payments & billing · Signing & verification
Socket
Client engagement suite for accountants and bookkeepers
Practice App of the Year, United Kingdom, Xero App Awards 2026 winner · Listed on the Xero App Store · Updated 10 Nov 2026
For accounting firms · bookkeepers · Compiled by The Firm from the vendor's site, not reviewed by the vendor.
What it does for a practice
Socket is a suite of tools for accountants and bookkeepers covering the engagement lifecycle, from leads and pricing through proposals, engagement letters, onboarding and billing. Proposals are built from the firm's own service and pricing menu, with tiered options, itemised scope and e-signatures, so clients see what they are paying for before they sign.
Engagement letters sit in the Socket Engage module, which adds a template library, hosted terms and conditions and independent letters. Once a proposal is signed it drives recurring and one-off invoices in Xero, contacts sync both ways with Xero, and client records pass through to Xero Practice Manager. Price monitoring flags scope creep, expiring engagements and clients whose fees no longer match the work.
- Priced proposals with itemised scope
- Branded proposals with e-signatures
- Automated client onboarding
- Recurring and one-off billing into Xero
- Engagement letters via Socket Engage
- Price monitoring
Quick answers
- What is Socket?
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Socket is proposals and engagement software for accounting and bookkeeping firms. Proposals, engagement letters, client onboarding and billing into Xero for accountants and bookkeepers. It integrates with Xero, Xero Practice Manager. Pricing: From A$20 per month billed annually, or A$40 billed monthly, for up to 20 active clients, excluding tax; Pro Features, Socket Engage, Socket Leads and Socket Forms are paid add-on modules (as at November 2026). Available in Australia, Canada, United Kingdom, Ireland, New Zealand, United States.
- Who is it for?
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Socket is for accounting and bookkeeping firms, and the vendor names accountants, bookkeepers.
- What does it cost?
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Pricing: From A$20 per month billed annually, or A$40 billed monthly, for up to 20 active clients, excluding tax; Pro Features, Socket Engage, Socket Leads and Socket Forms are paid add-on modules (as at November 2026).
- What's the catch?
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Socket has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Awards
Awarded by others, not by The Firm- 2026 winner Practice App of the Year, United Kingdom · Xero App Awards Announcement for Practice App of the Year, United Kingdom (opens in a new tab)
- 2026 finalist Global Practice App of the Year · Xero App Awards Announcement for Global Practice App of the Year (opens in a new tab)
- 2026 finalist Practice App of the Year, Canada · Xero App Awards Announcement for Practice App of the Year, Canada (opens in a new tab)
- 2026 finalist Practice App of the Year, Ireland · Xero App Awards Announcement for Practice App of the Year, Ireland (opens in a new tab)
Awards are the awarding body's. How placement works
Connects to
Socket integrations: 2 mapped.
Linked names open the directory filtered to that system, so you can see the rest of the stack around it.
Socket pricing
Pricing: From A$20 per month billed annually, or A$40 billed monthly, for up to 20 active clients, excluding tax; Pro Features, Socket Engage, Socket Leads and Socket Forms are paid add-on modules (as at November 2026).Plans as published by the vendor, checked 10 Nov 2026
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Starter | A$20 | per month, billed annually | Up to 20 active clients. A$40 per month billed monthly. Excludes tax. |
| Standard | A$50 | per month, billed annually | Up to 100 active clients. A$100 per month billed monthly. Excludes tax. |
| Premium | A$100 | per month, billed annually | Up to 500 active clients. A$200 per month billed monthly. Excludes tax. |
| Enterprise | A$300 | per month, billed annually | Up to 1,500 active clients. A$600 per month billed monthly. Excludes tax. |
Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)
From firms
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Details
- Category
- Proposals & engagement · Payments & billing · Signing & verification
- Pricing model
- Subscription
- Price
- From A$20 per month billed annually, or A$40 billed monthly, for up to 20 active clients, excluding tax; Pro Features, Socket Engage, Socket Leads and Socket Forms are paid add-on modules (as at November 2026)
- Works with
- Xero, Xero Practice Manager
- Available in
- Australia, Canada, United Kingdom, Ireland, New Zealand, United States
- Who runs it
- Accountants, Bookkeepers
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 10 Nov 2026
Socket, answered
Is there a free trial? Vendor
Socket offers a 14-day free trial with no card required.
Can I cancel my subscription? Vendor
Users can cancel their subscription at any time from their account settings. Access continues until the end of the billing period.
Where is the data hosted? Vendor
All customer data is stored exclusively in EU regions.
What does Socket cost?
Socket publishes 4 plans (checked 9 November 2026). Starter: A$20 per month, billed annually; Standard: A$50 per month, billed annually; Premium: A$100 per month, billed annually; Enterprise: A$300 per month, billed annually. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
Where is Socket available?
Socket is listed as available in Australia, Canada, United Kingdom, Ireland, New Zealand, United States. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Socket's own site. Tell us an answer is wrong
Our coverage of Socket
From The Firm-
Every Xero App Awards 2026 winner and finalist, in one place
Xero announced the 2026 App Awards at Xerocon Denver: six global categories, plus regional winners for Small Business and Practice App of the Year across eight regions. Here is the full winner and finalist list with a link to every app, and an honest read on what the results say about where the ecosystem is heading.
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Celebrating the finalists and winners of the Xero Global App Awards 2025
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Vinyl reaches 500 accounting firms in its first 12 months
Vinyl, the AI meeting intelligence platform for accounting and bookkeeping firms, has onboarded its 500th firm 12 months after launch, across Australia, the UK, the US, New Zealand and Canada. It has shipped Client Brief, Studio and Scheduler, opened eight staged features to every firm, and is focusing on the UK and US next.
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AI writes 10,000 lines of code in an afternoon. We still tell most firms to wait.
Dave Sellick and Jonathan Gaunt build AI tools every day and still tell most firms to wait: why the code needs rewriting, why client data stays out, and where AI earns its place.
What changed on this listing
Every edit, dated, with who made it- Nov 2026 Checked by The Firm
price published: From A$20 per month billed annually, or A$40 billed monthly, for up to 20 active clients, excluding tax; Pro Features, Socket Engage, Socket Leads and Socket Forms are paid add-on modules; pricing model set to subscription; description updated; added integrations: Xero, Xero Practice Manager; added features: Priced proposals with itemised scope, Branded proposals with e-signatures, Automated client onboarding, Recurring and one-off billing into Xero, Engagement letters via Socket Engage, Price monitoring, Two-way contact sync with Xero; faq updated; plans published.
Who implements Socket
Implement Socket for accounting firms? List your practice free.
Vendor? Claim this listing free · Paid placement