Ask better questions before asking for files.

Instead of a generic upload request, Docket Intake starts by understanding the file. That alone changes the tone of the whole intake experience.

The preparer refines the checklist before the client sees it. Professional judgment stays in the loop — not full automation.

Docket sits before CRA Auto-fill and TaxCycle. It feeds your existing workflow — it does not replace it.

The client answers a guided intake questionnaire so the firm understands who they are, what changed, and what kind of return is being prepared.

Docket generates a draft checklist. Staff add, remove, waive, or refine requests before anything goes back to the client.

The client receives a focused upload experience with required and optional items clearly separated. One link handles intake through upload.

A complete workspace ready for review, document matching, and downstream export into TaxCycle.

Use CRA Auto-fill where it helps, and keep manual or optional backup requests visible when the firm wants an on-file copy.

Export structured client profile data into a TaxCycle-ready workbook so preparers skip manual re-entry.

Multiple staff users work from the same firm workspace — not isolated per-preparer trails.