Lightweight by design
CollectCue focuses on the recurring document request workflow: ask for files, see what is missing, follow up, and review what arrives.
Company
About CollectCue
CollectCue is a lightweight client document collection and reminder workspace for small bookkeeping and tax teams. It helps firms request client files, track missing items, send friendly reminders, and review uploads without forcing clients into a heavy client portal.
Built for small teams
The product is intended for small bookkeeping and tax teams that need a calmer way to manage client document collection.
No heavy client portal
Clients can respond through simple upload links instead of being pushed into a large portal experience.
What CollectCue helps with
CollectCue keeps repeated collection work visible for the firm while keeping the client experience simple.
- Request client files for a specific period
- Track missing, uploaded, and review-ready items
- Send friendly reminders for unresolved documents
- Review uploads before closing the request
Contact
Contact: support@collectcue.com.
- Product questions
- Workflow questions from bookkeeping and tax teams
- Support requests