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On the recordRead 4 Oct 202616 facts
Socket
Bristol, United Kingdom
Plans and prices
Standard
£25a month, billed yearly
Up to 100 Active Clients · unlimited users, proposals and renewals
Read 4 Oct 2026 · usesocket.com
Premium
£50a month, billed yearly
Up to 500 Active Clients · unlimited users, proposals and renewals
Read 4 Oct 2026 · usesocket.com
Starter
£120a year
Up to 20 Active Clients · unlimited users, proposals and renewals
Read 4 Oct 2026 · usesocket.com
Enterprise
£150a month, billed yearly
Up to 1,500 Active Clients · unlimited users, proposals and renewals
Read 4 Oct 2026 · usesocket.com
On the record
- AI proposals
- Socket can generate a first proposal draft with AI from a call transcript or meeting notes.usesocket.com · read 4 Oct 2026
- Authentication
- Socket states that two-factor authentication is enforced for all users.usesocket.com · read 4 Oct 2026
- Automation
- The Zapier integration connects Socket to over 8,000 apps and supports proposal status triggers and record-creation actions.usesocket.com · read 4 Oct 2026
- Billing
- Billing features can post monthly invoices to Xero or QuickBooks Online and capture direct debits through Adfin or GoCardless.usesocket.com · read 4 Oct 2026
- Client lifecycle
- The suite covers leads, pricing, proposals, engagement letters, onboarding, billing, and renewals.usesocket.com · read 4 Oct 2026
- Company
- The maker identifies itself as Socket Digital Limited and lists its address as 14 Greenway Farm, Bath Road, Wick, Bristol, BS30 5RL.usesocket.com · read 4 Oct 2026
- Integrations
- Listed integrations include Xero, QuickBooks, Zapier, Slack, FYI, Karbon, Dext, GoCardless, Adfin, Sodium, XPM, Xama, Xenon Connect, and Vinyl.usesocket.com · read 4 Oct 2026
- Plan limits
- Plans are based on active clients; exceeding a plan's active-client limit prompts an upgrade.usesocket.com · read 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.usesocket.com · read 4 Oct 2026
- Public API
- Socket says developers can use its public API documentation to build custom integrations and workflows.usesocket.com · read 4 Oct 2026
- Purpose
- Socket is a suite of tools for accountants and bookkeepers covering client engagement, scope management, and profitability.usesocket.com · read 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.usesocket.com · read 4 Oct 2026
- Support contact
- Socket lists [email protected] as the contact for questions about its security practices.usesocket.com · read 4 Oct 2026
- TaxScout availability
- TaxScout is available only to UK customers with a Socket Core Membership and is an add-on module.usesocket.com · read 4 Oct 2026
- Trial
- The 14-day free trial includes all features and does not require payment details.usesocket.com · read 4 Oct 2026
