Questionnaire-first intake that turns tax season from a chase into a workflow.
Clients answer a structured interview before uploading a single slip. Staff get organized, preparer-ready files. The firm gets a system of record that persists across years.
Two more services are on the way — each a deliberate answer to a specific firm need.
An AI-powered tax workflow assistant that analyzes client intake responses and submitted documents to provide a preliminary filing assessment, flag potential issues, and guide staff through return preparation step by step. A human-in-the-loop accelerator — not a replacement for professional judgment.
An AI workflow automation consulting service. We help firms identify repetitive manual processes, redesign workflows, and implement practical AI-powered systems that improve efficiency, consistency, and scalability — designed for firms that want to modernize without building everything in-house.
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.