Starter
For solo operators and very small firms starting with client collection.
$19.9/month
- 20 billable clients
- 500 emails per month
- Simple client upload links
- Missing document tracking
Simple monthly pricing
CollectCue is a subscription software tool for small bookkeeping firms. CollectCue helps bookkeeping firms request client documents, track missing files, and send reminders.
Start with 30 days of Pro limits.
Start with a 30-day free trial with Pro limits. Subscribe anytime, or choose the plan that fits your firm when your trial ends.
Trial summary
30-day free trial
Try CollectCue with our highest plan limits. Subscribe anytime, or choose the plan that fits your firm when the trial ends.
- 30-day free trial with Pro limits
- Highest plan limits during trial
- 100 billable clients
- 3,000 emails
- Core request workflow
- Client upload links
Monthly plans
Monthly plans for small bookkeeping firms using CollectCue to keep document requests moving.
Growth
For small bookkeeping teams that need steadier monthly follow-up.
$39.9/month
- 50 billable clients
- 1,500 emails per month
- Multi-contact client reminders
- Review status visibility
Pro
For growing firms with more clients, staff handoffs, and close volume.
$69.9/month
- 100 billable clients
- 3,000 emails per month
- Usage and billing visibility
- Team-ready request workflow
What happens during the 30-day trial?
Try the real monthly chase workflow with Pro usage limits. Subscribe anytime, or choose a paid plan when the trial ends.
Use Pro limits during trial
The free trial includes the same usage limits as Pro: 100 billable clients and 3,000 emails. It is not a paid Pro subscription.
Run the real reminder workflow
Use the same request and reminder flow you would use on a paid plan.
Subscribe when your team is ready
Choose Starter, Growth, or Pro anytime during the trial. Your paid plan starts immediately after checkout.
Compare plan limits
The main differences are client count, reminder volume, and usage visibility.The core workflow is included on every plan. The main differences are client count, reminder volume, and usage visibility.
Starter
20 billable clients
500 emails / month
Usage visibility: basic
Growth
50 billable clients
1,500 emails / month
Usage visibility: standard
Pro
100 billable clients
3,000 emails / month
Usage visibility: advanced
All plans include client upload links, missing document tracking, multi-contact clients, and document review workflow.
Pricing FAQ
Short answers about trial limits, billing terms, and who uses each CollectCue plan.
Is there a free forever plan?+
No. CollectCue starts with a 30-day free trial with Pro limits. Firms can subscribe anytime during the trial, or choose a paid plan when it ends. The trial is not a paid Pro subscription.
What counts as a billable client?+
A billable client is an active client using CollectCue for document requests during the billing period.
What counts as a reminder email?+
First request and reminder emails count by recipient. For example, one reminder sent to three contacts counts as three emails.
Do clients need to pay?+
No. The bookkeeping firm pays for CollectCue. Clients use upload links to send documents.
Can I change plans later?+
Yes. You can upgrade as your firm grows. If you need a smaller plan later, cancel renewal and choose a new plan after the current period ends.
Start with 30 days, upgrade when the workflow fits.
Try CollectCue with a small client list first. Pick the plan that matches your monthly document chase later.