Every part of Docket is a plain building block you can rearrange. Here's what's in the box — free at the core.
Build the steps your firm actually follows, then let WHEN / IF / THEN rules move work along on their own. Want Docket to build it for you? Describe the change in plain English — that's the AI customization on Pro.
Send a guided questionnaire; Docket drafts a tailored document checklist; the client gets one clean upload list. Cleaner inputs, before prep starts.
personal, corporate, and sales-tax dates are tracked automatically and recur the way real engagements do — FYE-aware, per client, dated the way your tax authority dates them.
Clients click one link and land in a clean checklist — no password to forget, no account to create. Their answers are shared only with your firm.
See the whole firm's work move across stages. Drag to reprioritize; the automations keep the deadlines and owners in sync.
Log time against the engagement you're already in, then turn it into an invoice without re-keying a thing.
Every feature above is in the free core. Turn on AI customization only if and when you want it.
Start free — no card →Practice management that shapes itself to your firm. Free for accounting and tax firms.
howard@docket-systems.com