Squirrel Docs
For solo to 10-person bookkeeping firms

Stop chasing the same clients for the same documents. Every month.

Set up each client's monthly list once. Squirrel Docs sends one link, names exactly what's still missing, and stops the moment the list is done. Your clients never create an account.

No client account 3 months free with code FREE3 — then $39.99/mo, no per-client fees Reminder-Accuracy Guarantee

Start free for 3 months

Register with code FREE3 and your first three months are free — every feature, your whole client list. Then $39.99/month, locked through December 2029. No per-client fees, ever.

Start Free for 3 Months

Covered by the Reminder-Accuracy Guarantee: If a reminder we send ever lists an item that was already received, sent another way, marked not applicable, or promised for a later date, that month is free — detected by our own logs, credited automatically, no claim form. If you've already paid that month, we refund it to your card — no claim form, no email to support.

How it works · Pricing · FAQ · Guarantee · Security · Terms of Service

Contact — account & billing help: [email protected] · general questions: [email protected] — we reply within one business day, email only.

One monthly headache, removed properly.

Start Free for 3 Months See Pricing