No client account required
Clients open the request link from email and upload files without creating another login.
A simple upload link clients can actually use.
CollectCue gives clients one clear place to see what is missing, upload files, and return later if another document is still needed.
Illustrative preview
Client upload page preview
ABC Restaurant
Client document request
Still needed
Bank statement
Upload filePayroll report
UploadedSales report
Upload fileReceipt batch
Not applicable this periodNo account required
Clear missing list
Each document request is shown for the right client and period, so clients know exactly what to send.
Files stay tied to the request
Uploaded files stay connected to the client, period, request item, and review status.
What clients can do
The client side stays focused on the few actions that move the document request forward.
Upload a file for a specific document item
See which items are still missing
Mark something as not applicable this period
Return later while the request is still open
Client-side flow
A short path from email link to uploaded document, with the request context kept intact.
1
Open the upload link from email
Clients open a request-specific link for the current period.
2
See what is still missing
Each requested document is listed clearly, with status for uploaded or pending items.
3
Upload files for each item
Clients attach files to the exact request item, so the team knows what arrived.
4
Come back if needed
The same link can be used later while the request is still open.
What the client sees
The client works through one request item at a time. Each item shows whether a file is still needed, waiting for review, received, or awaiting a not-applicable decision.
Field note
A rejected file does not disappear from the request. The item returns to a reupload state with a client-visible explanation, so the client knows what needs to be corrected.
Product boundary
This page covers document submission and item status. It is not a full client portal, accounting ledger, tax organizer, or practice management workspace.
Product workflow reviewed: July 2026
Product walkthrough — synthetic data
The team still controls review
Clients get a simple upload experience, while the bookkeeping team keeps the final say on each item before the request is closed.
Uploaded files can stay pending review
Team members can accept, reject, or mark received
Clients can be asked to reupload when something is wrong
Not applicable requests can be reviewed by the bookkeeping team
Give clients one clear place to send documents.
Start with a simple upload link first. Add heavier portals or integrations later if your team needs them.