Socket is a client-engagement platform that helps accounting and bookkeeping practices price services, convert prospects, onboard clients, and protect profitability.
– Service menus, tiered pricing, proposals, engagement letters, and digital acceptance standardize how firms package and sell work
– Lead tracking, proposal follow-ups, renewals, client feedback, and onboarding automation coordinate the client journey
– Billing visibility, recurring-revenue views, scope monitoring, and price reviews help firms identify margin and pricing issues
– TaxScout dashboards consolidate filing status, balances, deadlines, and payment history across a practice’s client base
– Fits accounting and bookkeeping practices seeking connected proposal, onboarding, client-experience, and pricing workflows.
