Questions bookkeeping teams ask.
Quick answers about CollectCue, client upload links, reminders, billing, and how the document request workflow works.
Browse by topic
General
3 answersWhat is CollectCue?+
CollectCue is a lightweight document request workflow for small bookkeeping firms. It helps teams request client documents, track what is missing, send reminders, and review uploads.
Is CollectCue a full client portal?+
No. CollectCue is intentionally lighter than a full client portal. Clients can use simple upload links without creating an account.
Who is CollectCue built for?+
CollectCue is built for small bookkeeping firms and teams that repeatedly chase monthly client documents.
Client upload
3 answersDo clients need an account?+
No. Clients can open a request-specific upload link and send documents without creating an account.
Can clients upload files from email links?+
Yes. Reminder emails can include a request-specific upload link for the document request.
What file types are supported?+
The MVP supports PDF, DOCX, XLSX, CSV, JPG, JPEG, and PNG files. ZIP and HEIC are not included in the first version.
Reminders
3 answersCan we send reminders automatically?+
Yes. CollectCue is designed to send friendly email reminders for missing items.
Can multiple contacts receive reminders?+
Yes. A client can have multiple contacts, and each contact can be configured to receive requests and reminders.
Can reminders be paused?+
Yes. Teams can pause reminders for a request when they are waiting on something or handling the follow-up manually.
Billing
3 answersIs there a free forever plan?+
No. Try CollectCue free for 30 days with Pro-level limits — our highest plan tier. No credit card required. Nothing is charged automatically when the trial ends; without a paid plan, the firm workspace becomes read-only until an Owner/Admin chooses one.
What happens after the 30-day trial?+
Firms can subscribe to Starter, Growth, or Pro at any time during the trial. If no paid plan is selected when the trial ends, the firm workspace becomes read-only until an Owner/Admin chooses a plan. Clients can still upload files to otherwise valid existing requests.
What counts toward the email limit?+
Client-facing request, reminder, re-upload, and exemption-rejection emails count per successful recipient. Internal team notifications do not count toward this limit.
Files
2 answersCan clients mark something as not applicable?+
Yes. Clients can ask for an item to be marked not applicable and withdraw the request while review is pending. Approval records the item as Not required; rejection returns it to Not submitted.
Can uploaded files be reviewed before closing a request?+
Yes. Uploaded files remain Uploaded / Pending review until staff records the item as Received. Clients can replace a file while it is pending review, and staff can request another upload for a Received item. Previous files and evidence remain in history.
Still have questions?
Tell us about your firm size, client count, and how you currently collect monthly documents.
Still deciding if CollectCue fits your firm?
Start with a small client list and see whether the request, reminder, and review flow matches how your team works.