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Socket

Accounting

Socket is client engagement software for accountants and bookkeepers that supports discovery, pricing, proposals, engagement letters, onboarding and billing. It also helps firms track scope creep, expiring engagements and revenue at risk.

13 integrations Last scanned 2 days agoUnclaimed listing

#PitchSlap

“Take clients from priced proposals to signed engagements, onboarding and billing—all with Socket.”

Integration graph

Connects via an automation platformSocketAdfinDextFYIGoCardlessKarbonQuickBooksSlackSodiumVinylXamaXenon ConnectXeroZapier

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Integration data is drawn from vendors' own claims and public sources. We can't always confirm whether a listed integration is a direct/native connection or only possible via a third-party automation platform like Zapier. Treat this as a starting point for your own verification.

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