Resource category
Workflow resources for document follow-up
These workflows help bookkeeping teams connect document requests, missing-item follow-up, reminders, upload review, and close preparation.
Workflows resources
Client Document Follow-Up Workflow
Move missing client documents through triage, reminders, escalation, review, and closeout.
Open resourceRequest setupClient Document Request Workflow
Structure document requests by client, period, checklist, contacts, due dates, upload status, and follow-up work.
Open resourceClose workflowMonth-End Close Workflow
Connect recurring document requests into monthly close, staff review, and client follow-up work.
Open resourceReview workflowDocument Review Workflow
Review uploaded files before close work starts, then record request items as Received, Needs reupload, or Not applicable.
Open resourceReminder workflowAutomated Reminder Workflow
Plan friendly reminder flows that focus only on documents still needing client action.
Open resourceTurn the right resource into a tracked client request
CollectCue helps teams send document requests, track what is missing, remind clients, and review what arrives.