No. One link — the same link forever. No account, no password, no app, no training. If they can open an email link, they can use SquirrelDocs.
Fine — tell them the link is faster: "Replying is fine, but if you use this link I'll know instantly it's in and I'll stop reminding you." Anything arriving by email, you mark received in one click and chasing for that item stops.
SquirrelDocs is a new, small, brand-led product built specifically for bookkeeping firms. We deliberately run founder-light: no personality-driven marketing, no face on the page, support and setup handled async by email under the SquirrelDocs name. That's why we're starting with only 3 design partners and a written Success Line — judge us on the product and the guarantee, not on a pitch.
Pass-through; auto-delete after your chosen 30/60/90-day window; no permanent vault; Chain-of-Custody Receipt per upload; Deletion Certificate on deletion.
Yes, any time, one click. Run the Exit Drill whenever — even during setup, even before paying. No retention call, no hostage export fee.
A checklist email can't stop itself. SquirrelDocs knows what's in, what's N/A, what's Promised — follow-ups only name what's still missing and stop at completion; the client gets a "You're Done" receipt so they stop sending duplicates.
Wrong-Document Guard flags likely mistakes at upload (wrong month is the most common) and asks the client to check before submitting. It won't catch every mistake, but it catches the one that wastes the most close time.
Pilot setup is done-for-you, async: forward last month's chase emails, pick client types, approve the lists we build. Most firms should expect to approve — not build — their first lists.
Everyone in your firm for one flat firm price. We price per firm because the chasing problem is per firm.
Waitlist in order, honest position by email, free sample meanwhile. No fake countdown, no slot that magically reopens if you pay more.
SquirrelDocs