Sqrl is a platform for fulfilling client requests. (Even the nutty ones.)
Sqrl was designed with accountants in mind because we were accountants. As professionals who were constantly asking clients for audit, tax, and bookkeeping information, we knew there had to be a better way to request, track, and organize requests with none of the usual worry. Check out why we think Sqrl could change the way your firm operates.
Sqrl can help Tax Organizers
The Tax Organizer
Don't waste time pushing PDFs back and forth that no one will fill out. Create a template for each business entity or client type, send that request to multiple clients at once, and then...relax. Sqrl will follow up on those items for you and make sure everything is ready come tax time.
Sqrl can help The PBC
With Sqrl, you can effortlessly craft an engagement PBC or request list for your client. Now everyone is exactly on the same page about what has been provided and what is outstanding with no follow-ups or manual tracking. Save common PBCs as templates and reuse requests for different clients or future engagements.