01
Less status reconstruction
See what is still waiting, what needs review, and what can move forward without piecing the story together across email, Drive, and spreadsheets.
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.
Product walkthrough
See CollectCue in action
Watch the workflow from client setup through document requests, uploads, review, and completion.
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.
Open one workspace to see waiting clients, pending review, and the requests that are ready to move forward.
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.
Keep status, next actions, and review decisions clear so your team spends less time reconstructing what happened.
02
Less client back-and-forth
Clients get a clear request path, so your team spends less time re-explaining what is needed or chasing scattered replies.
03
A cleaner path to close
Resolve missing or incorrect files earlier, so review decisions stay clear and close is less of a last-minute scramble.
Product fit
A focused workflow for recurring document requests.
Best for
Small bookkeeping teams running recurring client document collection who want a focused workflow without adopting another full practice-management system.
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 free trial with Pro limits. Subscribe anytime, or choose the plan that fits your firm when your trial ends.
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 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 for clearer document collection?
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.