Apply for a SquirrelDocs Design-Partner Pilot

Reduce your chase to zero.

7 short questions. About 2 minutes. No call will be booked. We review applications in order and reply by email within 2 business days.

Firm name Work email How many active monthly bookkeeping clients do you chase for documents each month? 1–1011–2526–5051+ How many people in your firm send chase messages today? Just me2–34–10

What do you chase most often? Tick up to 3.

Bank statements Credit card statements Payroll reports Receipts & invoices Sales tax reports Year-end documents Other

Last close: roughly how many manual chase touches did your firm send? Emails, texts, and "just checking" messages you sent yourselves. A rough number is fine — we'll firm it up together if you're accepted. Under 1010–3031–75Over 75I don't know If we hit the Success Line, will you give feedback after each of the first 3 closes and introduce us to 2 firms? Yes, I agreeNot sure yet — tell me more by email Submit Pilot Application

We'll only email you about this application and, if relevant, the free sample. No newsletter add without your permission. No call, ever, unless you ask for one in writing.