01
Request setup
Build the monthly ask around the client, the period, and the actual documents your team needs.
- Create requests by client and period
- Start from a recurring checklist
- Add one-off missing items
Every client document request in one calm workflow.
CollectCue is a lightweight document request workflow for small bookkeeping firms. Teams use it to request files, track missing items, send friendly reminders, and review uploads without forcing clients into a heavy portal.
Illustrative preview
Request view
Bright Leaf Coffee
May 2026 monthly close
May bank statement
Recurring checklist item
Payroll summary
Uploaded from client link
Sales export
Waiting on staff review
Receipt batch
Next friendly follow-up
8 clients
24 missing
6 reviews
Four parts of the document chase, grouped clearly.
CollectCue keeps each request tied to one client, one period, and one review flow, so the team can see what is missing, what arrived, and what needs follow-up.
02
Client upload
Give clients one clear place to send files without introducing another account or portal habit.
- Request-specific upload link — no client account required
- Clear missing document list
03
Review workflow
Separate files that merely arrived from files the team has checked and accepted for the close.
- Uploaded / pending review
- Mark as received
- Reject and request reupload
- Not applicable this period
04
Reminder control
Keep follow-up friendly and visible, with controls for pauses, caps, and manual client updates.
- Friendly email reminders
- Pause reminders
- Reminder caps
- Manual follow-up status
Built around the monthly chase
CollectCue keeps the request, upload, reminder, and review loop visible so your team knows what changed before close work begins.
One request keeps the client, period, checklist, upload link, reminder state, and review decisions together.
1
Create a request for the right period
Start from a client checklist and choose the month, quarter, or cleanup period.
2
Send one simple upload link
Clients see exactly what is missing without creating an account.
3
Track what changed
Uploaded, missing, not applicable, and pending review items stay visible to the team.
4
Review before closing
Accept, reject, or mark documents as received before the request is completed.
How a document request moves through CollectCue
Follow a request from the team dashboard to client submission and item-level review.
Product walkthrough — synthetic data
Step 1 — Find the work that needs attention
The workspace separates requests waiting on clients from files waiting for staff review, so the team can start with the work most likely to unblock the close.
- Waiting on clients
- Pending review
- Ready to close
- Work needing attention
Product walkthrough — synthetic data
Step 2 — Let the client respond item by item
Each requested document keeps its own status. The client can upload a file, replace a rejected file, or request that an item be marked not applicable for the period.
- Uploaded, waiting for review
- Received
- Not applicable requested
- Not submitted
- Upload replacement file
Product walkthrough — synthetic data
Step 3 — Review the files blocking the request
The request review desk brings files waiting for review to the top while preserving the period, due date, progress, and reminder context.
- Files waiting for review
- View file
- Download file
- Accept file
- Reject and request reupload
Product walkthrough — synthetic data
Step 4 — Make an item-level decision
Staff can open an individual request item, inspect the submitted file, and record a clear decision without losing the surrounding request status.
- Selected item detail
- Uploaded / pending review
- Accepted
- Rejected and needs reupload
Screenshots show the current CollectCue workflow using synthetic client and file data. No customer records are shown.
How this workflow was checked
We tested the request flow with synthetic bookkeeping records and a non-sensitive file. The check covered the request-specific upload link, item-level status changes, the staff review queue, file viewing and downloading, and accept or reupload decisions.
Product workflow reviewed: July 2026
Ready to make document collection quieter?
Start with the request, upload, reminder, and review flow first. Add deeper integrations later.