Socket

Spec sheet

Purpose

Socket is a suite of tools for accountants and bookkeepers covering client engagement, scope management, and profitability.Read 4 Oct 2026 · usesocket.com

Trial

The 14-day free trial includes all features and does not require payment details.Read 4 Oct 2026 · usesocket.com

Integrations

Listed integrations include Xero, QuickBooks, Zapier, Slack, FYI, Karbon, Dext, GoCardless, Adfin, Sodium, XPM, Xama, Xenon Connect, and Vinyl.Read 4 Oct 2026 · usesocket.com

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.Read 4 Oct 2026 · usesocket.com

Headquarters

Bristol, United KingdomRead 28 Sep 2026 · usesocket.com

Company

The maker identifies itself as Socket Digital Limited and lists its address as 14 Greenway Farm, Bath Road, Wick, Bristol, BS30 5RL.Read 4 Oct 2026 · usesocket.com

AI proposals

Socket can generate a first proposal draft with AI from a call transcript or meeting notes.Read 4 Oct 2026 · usesocket.com

Authentication

Socket states that two-factor authentication is enforced for all users.Read 4 Oct 2026 · usesocket.com

Automation

The Zapier integration connects Socket to over 8,000 apps and supports proposal status triggers and record-creation actions.Read 4 Oct 2026 · usesocket.com

Billing

Billing features can post monthly invoices to Xero or QuickBooks Online and capture direct debits through Adfin or GoCardless.Read 4 Oct 2026 · usesocket.com

Client lifecycle

The suite covers leads, pricing, proposals, engagement letters, onboarding, billing, and renewals.Read 4 Oct 2026 · usesocket.com

Plan limits

Plans are based on active clients; exceeding a plan's active-client limit prompts an upgrade.Read 4 Oct 2026 · usesocket.com

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.Read 4 Oct 2026 · usesocket.com

Public API

Socket says developers can use its public API documentation to build custom integrations and workflows.Read 4 Oct 2026 · usesocket.com

Support contact

Socket lists [email protected] as the contact for questions about its security practices.Read 4 Oct 2026 · usesocket.com

TaxScout availability

TaxScout is available only to UK customers with a Socket Core Membership and is an add-on module.Read 4 Oct 2026 · usesocket.com

Plans and prices

Every Socket plan and price →

Where Specifiction places it

• AI Proposal Generators#20 of 267.6