Monthly document chase
See which clients still owe statements, receipts, payroll reports, and sales exports before close work stalls.
A lighter collection workflow for small bookkeeping teams.
CollectCue helps small bookkeeping firms collect monthly client documents, see what is missing, and follow up without rebuilding the same email threads every week.
Small firm workspace
Monthly document collection
8 clients waiting
24 missing documents
6 files pending review
3 need manual follow-up
Client follow-up queue
Bright Leaf Coffee
Missing bank statement
Harbor Studio
Payroll uploaded
Northside Dental
Review receipts
Cedar Market
Reminder queued
Small team handoff
Give preparers and reviewers one place to check status instead of passing context through email.
Client follow-up
Use clear reminders and upload links to reduce the manual nudge cycle.
Built for small firms that collect documents every month
CollectCue is shaped around the recurring client chase that happens before bookkeeping work can move forward.
You manage recurring bookkeeping clients
You collect bank statements, receipts, payroll, and sales reports
Your team tracks missing files in email, spreadsheets, or shared folders
Clients forget what they still need to send
Staff need a clearer handoff when someone else follows up
What changes for the team
The monthly document chase moves from scattered email context into one client-period request.
1
Create one request per client period
Group the documents around the client and month instead of scattered email threads.
2
Let clients upload from one link
Clients can send files without creating another portal account.
3
Review what arrived
The team can check uploads, mark received items, and keep pending files visible.
4
Follow up with less manual chasing
Reminders focus on what is still missing, so the team does not rebuild the same email each week.
Fits around the tools you already use
Keep CollectCue focused on the document chase instead of replacing the rest of your bookkeeping stack.
CollectCue is not a full practice management system
It does not replace your accounting software
It gives your team a lightweight layer for document requests, upload links, reminders, and review status
You can keep using your existing email, Drive, and accounting tools
Give your bookkeeping team one calmer place to track monthly documents.
Start with a small client list and see whether CollectCue fits your monthly collection workflow.