D
Docket
Pricing

The software is free. The AI is the paid layer.

Full practice management, free forever. Add AI customization and drafting as you grow — or run your own instance of Docket entirely.

Most firms start here
Free
$0forever
No card · no time limit

Full practice management, out of the box. Not a trial.

Clients & engagements
Workflows & automations
Client portal & documents
Deadlines (returns & filings)
Boards, time & billing
Customization & AI start with Pro
Start free — no card
Pro
$59/user/mo
Billed annually · $75/mo month-to-month

Docket does the shaping — plus AI that reads slips and drafts for your review.

Everything in Free
Shape customization — describe → built
AI document extraction (slips, GIFI)
AI drafting for your review
Preview & one-click rollback
Choose Pro
Firm
$99/user/mo
3-seat min · billed annually · $125/mo monthly

For firms that live in Docket — custom screens, more AI, and a person to call.

Everything in Pro
AI-generated screens & dashboards
Higher AI allowance
Priority support
Choose Firm
Docket Platform · your own instance

Your own AI-customizable instance of Docket on dedicated infrastructure — with full code and backend access to build the software into exactly your firm's. The works.

$2,000/mo base
+ onboarding · annual contract
Talk to us →
§ Straight answers
Is free really free?

Yes. No credit card, no time limit, no per-user fee on the core platform. Free is the product, not a trial.

What does the AI never do?

Touch your client data, or apply a change, without your approval. Everything is previewed first and one click from rollback.

Annual or monthly?

Both. Annual pricing is shown above; month-to-month is a little higher and cancellable any time. Firm has a 3-seat minimum.

Can I export everything?

Yes — your clients, files, and work history are yours to export at any time. No lock-in.

D
Docket

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

howard@docket-systems.com
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