Accounting runs on workflows that haven't been rethought in twenty years.
Email threads. Shared drives. Spreadsheets tracking documents that live in other spreadsheets. The craft has evolved; the tools around it largely haven't. The result is overworked staff, slower cycles, and firms that feel stuck with software they tolerate rather than choose.
Docket Systems is building the tools that fix it — one deliberate product at a time, starting with intake.
The first product in a deliberate suite.
AI tax workflow assistant that helps staff prepare returns from intake responses and submitted documents.
AI workflow automation consulting for firms that want to modernize operations without building in-house.
Four principles that shape every product we ship.
We build with working Canadian accountants in the room. Every workflow is pressure-tested against real firm operations before it ships.
CRA terminology, T-slips, provincial nuances, bilingual client-facing surfaces. Not an afterthought — the starting point.
We'd rather ship fewer products done properly than a bloated suite. Each Docket tool is designed to stand on its own.
Self-hosted or managed. Firm-owned data. Clear export paths. Your client relationships stay yours.
A deliberate cadence, not a race.
Docket Systems Inc. federally incorporated in Canada. First hires and founding customer conversations.
Questionnaire-first client intake shipping to Canadian firms. Current focus: depth, reliability, polish.
AI tax workflow assistant — in development. Moving into pilot with a small cohort of existing Intake customers.
AI workflow automation consulting service — in development. Scoping engagements with early firm partners before general availability.