Streamline requests and never waste another second of thought.
Sqrl provides a platform for requests to be generated and received, easily integrates with your document management system, and drastically reduces response friction. Have instant visbility of all outstanding requests anytime or anywhere.
Create and manage all of your client requests in one place. Utilize pre-made request templates from the Sqrl team, or other members in your firm. Stop writing original e-mails for common requests.
Customize reminders by client or request. Sqrl will even learn your clients habits and optimize over time. You never have to think again, "Do I need to follow up?" Sqrl does it for you.
Efficiently manage workflow from the Sqrl dashboard. Drill even further into client behavior to identify the good, the bad, and the never responders and change billing and budgeting accordingly.
"I think this app is a great facilitator for accountant-client collaboration. Can't wait to to implement for our team."
"Sqrl carries the adminstrational burden of my client relationships so I can focus on value. It's changed the way I run my practice."