Questions, answered straight

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 Squirrel Docs.

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.

Squirrel Docs is a small product built specifically for bookkeeping firms. Support is by email, from the people who build it.

Pass-through; auto-delete after your chosen 30/60/90-day window; no permanent vault; a Chain-of-Custody Receipt per list (your firm downloads it and can share it with the client); Deletion Certificate on deletion.

Yes, any time — no retention call and no hostage export fee. Download a full export of everything first, then close the account from My Profile and your data is deleted on the spot. Leaving — step by step

A checklist email can't stop itself. Squirrel Docs 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 checks PDF statements at upload and flags likely mistakes (wrong month is the most common), asking the client to check before submitting. It won't catch every mistake, but it catches the one that wastes the most close time.

Setup is self-serve and quick: add a client, pick a checklist template or build your own, and send the link. Most firms are chasing their first list the same day they register.

One flat price per firm — no per-client pricing. The person who registers becomes the account owner; the owner and account managers can invite teammates and choose each person's role when they invite them. The account owner and account managers see the whole firm, and each portfolio manager sees only their own clients. We price per firm because the chasing problem is per firm.

Yes — register with the code FREE3 and your first 3 months are free: no card up front, the full product. If you don't cancel, billing then starts at $39.99/month, locked through December 2029. Registering without the code starts billing right away. If a trial ends without a subscription, your data is retained like any lapsed account — no deletion surprises.

If it doesn't exist, your client says so once. They declare it on their page (no activity, account closed, never used), and chasing for that item stops at once while you decide. Every declaration needs your confirmation: approve it and the item is resolved; decline it and the item returns to their list, with your note shown to the client. A declaration made for one period is asked about again the next month, like any one-month fact; a standing declaration — the account is closed, the source was never used — lasts until you turn it back on.

Not once the day is known. Each item can carry the day it actually becomes available — set by you (a day of the month, or days after the period ends), or learned from the earliest day your client has actually sent it before — and asking starts then, not before. Until a day is set or learned, the item simply follows the normal schedule.

Yes — Catch-Up Mode. Nine months behind? One link, one list — we close the oldest month first, with a single combined reminder for the whole backlog instead of one email per month.

Send the license once. We watch the expiry so you don't have to — the document register holds it as valid, keeps it off the monthly list, and starts the renewal chase ahead of its expiry date.