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; 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. Download your full export from the Exit Drill page, then close the account from your Profile — one confirmation, and your account and all of its data are deleted on the spot, with a Deletion Certificate issued as evidence. No retention call, no hostage export fee. One separate step: closing your account deletes your data here. Your Gumroad subscription is separate — cancel it in your Gumroad library so billing stops.
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 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.
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.
One flat price per firm — no per-client pricing. The person who registers becomes the account owner; the owner and managers can invite teammates and choose each person's role when they invite them. The account owner and managers see the whole firm, and each staff member sees only their own clients. 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