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 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 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 is
CollectCue is a lightweight document request workflow for small bookkeeping firms.
- Teams can request, remind, track, review, and close client document requests.
- Clients use a request-specific upload link without creating a CollectCue account.
- The workflow keeps a request tied to its client, period, items, and review status.
What CollectCue is not
CollectCue focuses on document request workflow rather than the accounting work that follows it.
- Not an accounting ledger
- Not a tax filing system
- Not payroll software
- Not a full practice management suite
- Not a replacement for professional accounting or tax judgment
How product information is checked
Public product information is reviewed against the current CollectCue workflow before it is used as an example.
- Product walkthroughs are reviewed against the current CollectCue workflow.
- Public screenshots use synthetic client and file data.
- Real customer records are not used as public product examples.
- Product boundaries are stated when a page could otherwise be mistaken for accounting, tax, payroll, or full practice management functionality.
Contact
Contact: support@collectcue.com.
- Product questions
- Workflow questions from bookkeeping and tax teams
- Support requests
Questions about CollectCue?
Use the contact page for product or support questions about the document request workflow.
Contact support