The structured intake layer for a modern firm.
Docket Intake is purpose-built for Canadian T1 and T2 workflows. Every surface — client questionnaire, preparer checklist, upload portal, handoff — is designed around how firms actually work.
Small details. Big impact on how a firm runs.
Branching interview that adapts to each client — employment, self-employment, rental income, investments, newcomer, deceased, cross-border — before a single document is requested.
Start from a firm template or last year's file. Add, waive, or customize line items with a reason code before anything goes to the client.
No passwords, no account creation. Clients land on a focused, stepped upload experience that only shows what applies to them.
Uploads are auto-categorized by type and taxpayer, flagged for review, and queued for preparer sign-off.
Last season's intake becomes the starting point for this year — with delta prompts for anything that likely changed.
Push a complete client profile and document package straight into a TaxCycle-ready workbook. No re-keying.
Your firm decides where the data lives.
Whether you run Docket on firm-owned hardware or use our managed service, your client files follow firm-level isolation, role-based access, and preparer-approval gates. Canadian data residency throughout.
Multi-user accounts with role-based access. Staff share the same workspace pool within their firm boundary.
Local server for tighter infrastructure control, or hosted for easier operations. Your data stays where you decide.
Clients use a guided magic-link portal. No passwords, no onboarding friction.
The accountant approves the upload checklist before the client sees it.