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 helps small bookkeeping firms request files, track missing items, send friendly reminders, and review uploads without forcing clients into a heavy portal.
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.
- Magic link upload page
- 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.
Ready to make document collection quieter?
Start with the request, upload, reminder, and review flow first. Add deeper integrations later.