Information we collect
We may collect firm account details, client contact information, document request metadata, uploaded file metadata, support messages, and product usage information.
Privacy Policy
This Privacy Policy explains how CollectCue collects, uses, and protects information when bookkeeping firms use CollectCue to request, track, and review client documents.
Last updated: May 28, 2026
Information we collect
CollectCue collects information needed to operate document request workflows and support firm accounts.
- Firm account and team information
- Client contact information
- Document request details, periods, item statuses, and reminder records
- Uploaded file metadata and review status
- Support messages and product usage information
Client document data
Client document data is handled to support request tracking, upload access, review status, and reminders.
- CollectCue is designed to organize client document requests and upload status for bookkeeping workflows.
- Uploaded documents and related metadata may be processed to support request tracking, review, reminders, and file access.
- Access to client document data should be limited to authorized firm users and authorized upload links.
How we use information
We use information to operate CollectCue and support bookkeeping document collection workflows.
- Provide and maintain the service
- Send document request and reminder emails
- Track request, upload, and review status
- Support account, billing, and security operations
- Improve product reliability and user experience
Service providers
CollectCue may work with trusted providers that help operate and support the service.
- CollectCue may use service providers for hosting, database, storage, email delivery, analytics, payment processing, and support.
- Service providers should only access information needed to provide their services.
Security
We take steps to protect information handled by CollectCue.
- We use reasonable administrative, technical, and organizational safeguards.
- No online service can guarantee absolute security.
- Users should protect account access and only send upload links to intended contacts.
Data retention
Retention depends on service needs, legal obligations, account support, and security requirements.
- We retain information for as long as needed to provide the service, comply with obligations, resolve disputes, and maintain security.
- Firms may request help with data questions by contacting CollectCue.
Questions about privacy?
Email us at hello@collectcue.com.