CollectCue helps small bookkeeping firms request files, track what's missing, and send friendly email reminders with simple upload links. No complicated client portal required.
Start your 30-day trialBank statements, client uploads, reminder sent, and ready to review rows with hover-only document collection details.
Turn scattered client documents into a clear collection view: missing items, uploads, reminders, and manual follow-ups stay visible.
Start each period with a short list of the files still needed.
Give clients one simple upload path instead of another portal.
Accept, reject, or mark files received before the month wraps.
Keep monthly document collection moving without losing context across email, Drive, spreadsheets, and team handoffs.
Ask for only what is missing.Start from a client checklist and ask for only what is missing this period.
See uploads and follow-ups in one place.See client uploads, pending items, and follow-ups without checking five places.
Approve files before close moves on.Accept files, mark outside documents received, and keep the final trail clear.
Know what's missing by client and period
Send reminders without sounding pushy
Let clients upload from a simple magic link
Give staff one clear place to check status
Each client gets a clear request, status, and next action so your team knows what is missing before the close slows down.
Track which client statements arrived and what is still missing.
Track which client statements arrived and what is still missing.
Keep scattered receipts tied to the right client request.
See payroll files, status, and follow-ups in one place.
Spot the exact document holding up the request.
Send a clear follow-up without starting another messy thread.
Know when a client file is complete enough to review.
Start with a 30-day free trial, then choose the client and email volume that fits your firm.
Practical answers for teams that need clearer document collection without asking clients to learn a heavy portal.
CLIENT ACCESS
No. Clients can open a simple magic link from the request email and upload the files your team needs.
CLOSE STATUS
Yes. CollectCue shows pending requests, missing items, reminders, and review status by client.
FRIENDLY REMINDERS
No. Reminders are written as clear, friendly follow-ups, so clients know what is needed without feeling pushed.
RECEIVED EVIDENCE
Yes. Your team can mark outside files as received evidence, so the request history stays complete.
SMALL FIRMS
Yes. CollectCue is designed for small bookkeeping and tax teams that need a simple way to request, remind, and review client documents.
Request files, track what's missing, and send friendly reminders from one lightweight workflow built for small bookkeeping firms.
