Client and period
Keep monthly close, quarterly cleanup, and year-end requests separated so files do not land in the wrong client period.
Ask for the right documents from the right client.
CollectCue keeps requests organized around the client, period, checklist, due date, and contact list so the monthly ask does not become a scattered thread.
Illustrative preview
REQUEST SETUP
Bright Leaf Coffee
Monthly close request
Period
Current month
Due date
Due date set
Contacts
2 send-to
Checklist
4 items
Checklist items
4 itemsBank statement
Payroll report
Sales export
Receipt batch
Send toMorgan + Jamie
ReminderMissing items only
Checklist-driven asks
Start from recurring bookkeeping items, then add one-off documents so clients see a clear list instead of a vague ask.
Contact-aware sending
Send the request to the client contacts who actually have access to statements, payroll, sales exports, or receipts.
Why request threads get messy
Document collection gets scattered when a client request is treated like one more email thread instead of a structured client-period workflow.
Different documents go to different people
Q2 cleanup and year-end requests get mixed together
Staff lose track of which files belong to which period
Follow-ups happen without a clear checklist
Uploads arrive, but context gets lost
Request anatomy
Each request keeps the client, period, document list, and follow-up status in one place.
1
Choose a client
Start with the right bookkeeping client so every upload and reminder stays attached to that account.
2
Choose the period
Keep monthly close, quarterly cleanup, and year-end requests separated before files start arriving.
3
Add request items
Use recurring checklist items, then add any one-off missing documents for the period.
4
Send the upload link and reminders
Send one client-facing link to the right contacts and follow up only around that request.
One request keeps the context together
CollectCue is not just sending one email. The request keeps the setup, upload progress, reminder history, and review state connected.
Client
Period
Due date
Request items
Contact list
Upload status
Reminder status
Review state
How the team knows what needs attention
The dashboard separates client action from staff review so an uploaded file is not mistaken for a completed request.
Product walkthrough — synthetic data
| Status | What it means | Next action |
|---|---|---|
| Waiting on clients | At least one requested item still needs client action | Wait for the client or send the next reminder |
| Pending review | A file or not-applicable request needs staff review | Open the request and review the item |
| Received | The submitted file has been accepted | No further client action is needed |
| Needs reupload | A file was rejected with client-visible feedback | The client uploads a replacement |
| Ready to close | All required items have been resolved | Complete the request |
Waiting on clients
At least one requested item still needs client action
Next action: Wait for the client or send the next reminder
Pending review
A file or not-applicable request needs staff review
Next action: Open the request and review the item
Received
The submitted file has been accepted
Next action: No further client action is needed
Needs reupload
A file was rejected with client-visible feedback
Next action: The client uploads a replacement
Ready to close
All required items have been resolved
Next action: Complete the request
Product workflow reviewed: July 2026
Keep each client request clear from the start.
Keep the client, period, checklist, contacts, uploads, and follow-up status together in one request.