D
Docket

Free practice management software for accountants — the whole core, $0.

Most practice management tools built for accounting and tax firms cost roughly US$58–89 per user, per month. Docket's core is free — the CRM, work tracking, document collection, deadlines and time and billing, all of it. No seat caps. No credit card. Not a 14-day trial that quietly ends. This page explains, plainly, exactly what is free, what is optional and paid, and how that compares with the per-seat tools you are probably pricing against.

Start free — no card See the full pricing breakdown →

Accounting practice management software ……………… about US$58–89 / user / month
Docket core platform …………………………………………… CA$0.00

The core platform is free. AI customization is the one paid tier. That is the whole model — no per-user fee on the software itself, no setup invoice, no annual contract to reach the free part.

What "free" actually means here

"Free" is an overused word in accounting software. It usually means a stripped tier, a seat cap, or a countdown. Here it means the opposite — so it is worth being precise about the terms.

Freemium, not a trial

The free core has no end date. You are not on a clock that flips to a paywall in two weeks. Use it for one client or one hundred, for as long as you like, at no cost.

No seat caps on the free core

Add your whole firm. There is no per-user fee on the core platform, and no limit that forces an upgrade once you invite the third or the tenth person. The whole team works in the free tier.

No credit card to start

Signing up asks for an email, not a card number. Nothing charges automatically once a trial lapses, because there is no trial to lapse.

The full core, not a teaser

Free is not a demo version with the useful parts removed. CRM, work tracking, document collection, deadline tracking, the client portal, boards, and time and billing are all in the free tier.

What the free core includes

This is the full list of what runs a Canadian accounting or tax firm day to day. Every item below is in the free tier — not an add-on, not a higher plan.

Client CRM — contacts, businesses, relationships, engagement history and notes in one place.
Work tracking — jobs, tasks, statuses and assignees on a kanban board, so nothing sits unowned.
Document collection — request lists, client uploads and reminders; the old intake questionnaire, reborn as a feature.
Deadline tracking — CRA-native T1, T2 and GST/HST dates, fiscal-year-end aware and tracked automatically.
Client portal — a clean place for clients to see requests, upload files and check where things stand.
Workflows & automations — plain-English WHEN / IF / THEN rules so recurring work moves itself along.
Time & billing — track time against work and bill from it, without a separate tool or a separate bill.
Data export — your data is yours; export everything, any time, with no exit fee.

Want the deeper walkthrough of each of these? Take the product tour →

What is optional and paid

AI customization (Shape) — the one paid tier

There is exactly one thing you pay for, and it is optional: AI customization. Describe the workflow, field, view or screen you want in plain English, and Docket builds it — previewed, approved by you, versioned and one click from rollback. The AI edits configuration, never your data. You can run the entire free core forever without ever turning this on. It exists for firms that want the software to bend to an unusual process without hiring a consultant to do it. See tiers and pricing →

Free Docket vs the per-seat incumbents

Docket's free core compared with typical per-seat practice management software across price, seat caps, trial terms, card requirement, setup, Canadian tax fit and what is paid.
  DDocket (free core) Typical per-seat tool
Core price CA$0 — free forever, not a trial Paid plans from roughly US$58–89 per user, per month1
Per-seat fee on the core None — add the whole firm at no cost Billed per user, per month
Seat cap on free tier No cap on the free core Free tiers, where offered, are usually capped or feature-limited
Trial vs free Freemium — no end date, no countdown Commonly a time-limited trial that converts to paid
Card to start No credit card required Often a card on file at trial start
Setup Self-serve; running the same afternoon Frequently guided onboarding or implementation
Canadian T1 / T2 / GST-HST fit CRA-native — T1, T2 and GST/HST tracked automatically, FYE-aware Often US-first or global; not built around the Canadian tax calendar
What you pay for Optional AI customization only The software itself, per seat

1 The "typical per-seat tool" column describes the general pattern across popular accounting practice management products and is drawn from publicly available pricing pages. Figures are approximate, quoted in US dollars, and change over time — verify the current price on each vendor's own site before relying on it. Docket is not affiliated with, endorsed by, or sponsored by any other practice management vendor. Product and company names mentioned are the trademarks of their respective owners and are used here only for honest comparative reference.

When a paid, per-seat tool is the better call

Free is not automatically the right answer. If your firm runs on deep, established integrations with a specific ecosystem, needs a mature global platform for multi-office collaboration, or has dedicated operations staff who already run a heavyweight tool well, the incumbent you know may be worth its per-seat price. Docket is built for the small-to-mid Canadian firm that wants a complete, adjustable practice-management system without a monthly per-user bill — not for every firm on earth. We would rather say that plainly than sell you a poor fit.

Free practice management software — common questions

Is Docket really free practice management software, or is it a trial?

It is genuinely free, not a trial. Docket's core practice-management platform — client CRM, work tracking, document collection, deadline tracking, the client portal, workflows and automations, and time and billing — is free forever, with no end date and no countdown. The only paid tier is optional AI customization, which you turn on if and when you want it.

Is the free accounting practice management software capped by number of users?

No. There is no seat cap and no per-user fee on the free core. You can invite your whole firm — two people or twenty — and everyone works in the free tier. You do not hit a wall that forces an upgrade as you add staff.

Do I need a credit card to start?

No. Signing up asks for an email, not a card. Because there is no trial, nothing charges automatically after a period ends — there is no period to end. You add billing details only if you later choose the optional AI customization tier.

How is a free tool cheaper than the US$58–89-per-user incumbents?

Popular accounting practice management tools generally price per user, per month — commonly in the range of about US$58 to US$89 per seat according to their public pricing pages, which change over time and should be verified on each vendor's own site. Docket's core is free because the paid layer is the optional AI customization, not the software itself. The practice-management functionality every firm needs day to day sits in the free tier.

Is Docket's free plan built for Canadian firms?

Yes. Docket is CRA-native: T1, T2 and GST/HST deadlines are tracked automatically, recurring work is fiscal-year-end aware, and dates follow the way the CRA dates them. That Canadian tax fit is part of the free core, not a paid add-on. You can also export all of your data at any time.

Keep reading See pricing → · Take the product tour → · Docket vs Karbon → · Docket vs TaxDome →

Start free. Shape it to your firm this afternoon.

The full practice-management core, free forever — no seat caps, no card. Add AI customization only if and when you want it.

Start free — no card
D
Docket

Practice management that shapes itself to your firm. Free for accounting and tax firms.

howard@docket-systems.com
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