Docket started as intake software — a cleaner front door for the tax engagement, built for small and mid-sized accounting firms. It replaced the generic "send me your documents" email with a guided questionnaire and one clean upload portal.
Then firms kept asking the same thing: could the whole practice work this way? So we built the practice-management layer around it — workflows, deadlines, boards, billing — and made the core free, because the firms that need it most are the ones least able to stomach a $89-per-user bill and a consultant-grade setup.
Docket is built by accountants who have lived the March you're having. It's opinionated about one thing: software should shape itself to your firm — not the other way around.
We sell to people who audit claims for a living. So we state what's true, plainly, and leave the superlatives out.
The AI prepares and suggests; the professional reviews and decides. Nothing is filed automatically — ever.
Start with a clean setup that works out of the box, and shape it as far as your firm needs — no more, no less.
personal & corporate returns, sales-tax filings, and regional data residency aren't an afterthought here — they're the starting point.
Practice management that shapes itself to your firm. Free for accounting and tax firms.
howard@docket-systems.com