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.

The pilot terms, up front:

$34.99/month, locked for 12 months — done-for-you setup included.
Scope: 90 days, up to 3 monthly closes, up to 15 clients. Chasing more than 15 clients? Apply anyway — if a pilot slot isn't the fit, we'll say so plainly and hold your place for founding.
The Success Line, in writing: at least 70% of your lists complete by their due date by the third close, AND your manual chase touches cut in half — or your last month is refunded in full.
Payment comes after agreement: we take no payment with this application. If you're accepted, we agree your Success Line in writing first — subscribing is the step that follows it.

Firm name Work email How many active monthly bookkeeping clients do you chase for documents each month? How many people in your firm send chase messages today?

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. If we hit the Success Line, will you give feedback after each of the first 3 closes?

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.