WEBVTT

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Start at app.docket-systems.com and choose Create your account.

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First, your firm: its name and the email address clients will recognize.

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Docket is built for Canadian firms — CRA forms, Canadian dollars and Canadian deadlines.

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Next, the owner login. That’s you.

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Choose a password of at least 14 characters — a short passphrase works well.

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Practice management is free — no card, not a trial. AI features are the optional paid layer.

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Click Create firm account.

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Docket sends an activation email to the owner address.

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Open it and click Activate account.

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Docket requires two-factor sign-in, because you’ll be storing client information.

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Scan this QR code with an authenticator app — Google Authenticator, Microsoft Authenticator, 1Password or Authy.

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Then type the 6-digit code the app shows and click Verify and enable.

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Save these recovery codes somewhere safe. Each one gets you in once if you lose your phone.

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Copy them to your password manager, then continue to the dashboard.

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You’re in. This is Home — your firm’s dashboard.

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These tiles count active work, outstanding document requests, files awaiting review, and returns ready to file.

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The sidebar holds your day-to-day work: clients, your own tasks, the calendar, the work board and document requests.

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Workflows automate the steps you repeat on every engagement.

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Under More tools you’ll find engagements, time tracking and billing.

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Search finds any client or piece of work from anywhere in Docket.

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Next up: add your first clients and invite your team.