01Team workspace
See the work that needs attention
Open one workspace to see waiting clients, pending review, and the requests that are ready to move forward.
Client document collection for bookkeeping firms
Collect missing client documents without the monthly scramble
Send one request link, see what's missing, and follow up without forcing clients into another portal.
How CollectCue works
One clear path from request to reviewed file.
Your team sees what needs attention. Clients see only what they need to send.
02Client upload
Give clients one simple upload path
Clients open a request-specific link and upload each requested document without creating another portal account.
03Request tracking
Track every item and next action
See what was submitted, what is still missing, and which items need a reminder or a review.
04Review
Review the file before close moves on
View or download each file, accept it when it is right, or request a reupload while the context is still attached.
No client account required
One request-specific upload link
Missing items and reminders stay visible
Review decisions stay attached to the request
What changes for your firm
Less chasing.More certaintybefore close.
CollectCue keeps the status, the file, and the next decision together so nobody has to reconstruct the story.
01
Know exactly what's missing
The team sees the request, item status, and next action without checking email, Drive, and a spreadsheet.
02
Give clients one simple upload path
Every requested item is clear, and clients can upload without learning a new account or portal.
03
Review every file before close
Accept the right file, request a replacement, and keep the decision attached to the request.
Product fit
A focused workflow for recurring document requests.
Best for
Small bookkeeping teams running recurring monthly document collection. CollectCue keeps requested items, reminders, uploads, review, and reupload steps visible in one focused workflow while clients use a request-specific upload link instead of a new workspace.
Not designed to replace
CollectCue is focused on recurring client document requests. It does not replace a full practice management suite, CRM, accounting ledger or bookkeeping software, tax preparation software, or a general-purpose client workspace.
Pricing
Simple pricing for small bookkeeping firms.
Start with a 30-day trial, then choose the client and email volume that fits your firm.
Starter
$19.9/ month
- 20 billable clients
- 500 emails / month
- For solo preparers or very small firms
Growth
Recommended$39.9/ month
- 50 billable clients
- 1,500 emails / month
- For small bookkeeping or tax teams
Pro
$69.9/ month
- 100 billable clients
- 3,000 emails / month
- For growing teams that handle more client follow-ups
Common questions
Questions small firms ask first.
Practical answers for teams that need clearer document collection without asking clients to learn a heavy portal.
CLIENT ACCESS
Do clients need to create an account?
No. Clients can open a request-specific upload link from the request email and upload the files your team needs without creating a client account.
Practical resources
Build a calmer document collection routine.
Start with a checklist, a client-ready email, or a repeatable team workflow.
Checklists
Build a repeatable list for monthly close, cleanup work, or tax season.
Email templates
Send clear requests and friendly follow-ups without writing every message from scratch.
Workflow guides
Set ownership, reminder cadence, review status, and closeout rules for the team.
Ready to collect clearly
Keep every client document request on track.
Request files, track what's missing, and send friendly reminders from one lightweight workflow built for small bookkeeping firms.