The core platform is free — full practice management, not a trial. Why free? The platform is how firms meet Docket; the optional AI customization is the paid tier. That's the whole model — no per-seat games, no drip pricing.
Clients, workflows, client portal, deadlines, boards, time & billing — everything the big tools charge for. Free, and not a trial.
Describe a change in plain English and Docket reshapes the layout, screens, and workflows to fit your firm — as simple or as thorough as you like. The paid layer.
personal, corporate and sales-tax deadlines tracked automatically — FYE-aware recurring work, dated the way your tax authority dates them.
Running the firm on spreadsheets, email, and a wall of sticky notes?
Or paying for a tool so complex it needed a consultant to set up?
Docket is the simple one — that still bends to exactly how your firm works.
Docket's AI customization — on Pro and up — reshapes the software to your firm. Every change is previewed, and never a one-way door.
Add a stage, rename a field, build a whole new workflow — say what you want in plain English and Docket makes it.
Docket shows you every change before it's applied. You approve or reject — nothing moves without your say-so.
Every change is versioned and reversible. The AI edits configuration, never code — so nothing it does is permanent.
We're taking on a small group of founding firms. Use every paid feature — Shape customization, AI drafting, custom screens, the works — at no charge. You only pay for the AI tokens you use.
Apply to become a partner →Practice management that shapes itself to your firm. Free for accounting and tax firms.
howard@docket-systems.com