Socket

Who it's for

Socket is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and bookkeeping practices on its own site. The job it gets hired for: pricing the engagement, getting the letter signed and the first invoice paid before the work starts. It also fits the Practice Management & Workflow with AI category.

What it costs

Socket starts at $13/mo (Starter, annual billing, up to 20 clients); Standard core $33/mo annual, per month flat by active clients. There is a free trial.

Good to know

Socket is proposal, pricing and engagement software for accountants and bookkeepers — 2026 UK Practice App of the Year at the Xero Global App Awards — and Socket AI takes a client from the discovery call to the first invoice: you have the conversation, Socket fills in the lead and builds a priced proposal for you to check, the client signs on a branded page from your domain, and onboarding kicks off in Karbon, FYI or Xero Practice Manager with billing through Xero or QuickBooks. Prices show in USD for US visitors: Starter $13/mo on annual billing for up to 20 active clients, a Standard core membership $33/mo for up to 100 clients with modules such as Pro Features, Engage, Leads and Forms at $11–$20 each, unlimited users and proposals on every plan, and a 14-day trial with no card.