Use of the service
CollectCue is provided for bookkeeping firms and teams to manage client document requests, upload links, reminders, and review workflows.
Terms of Service
These Terms of Service explain the rules for using CollectCue, including account responsibilities, acceptable use, client document workflows, trials, billing, and service limitations.
Last updated: May 28, 2026
Use of the service
CollectCue helps bookkeeping firms manage document collection workflows with clearer request, reminder, and review status.
- CollectCue helps firms request, track, remind, and review client documents.
- Users should use CollectCue only for legitimate business document collection workflows.
- Users are responsible for keeping account access secure.
Accounts and firm responsibility
Firms are responsible for how their teams and client contacts use CollectCue.
- Firms are responsible for users they invite.
- Firms are responsible for client contacts they add.
- Firms should only send upload links to intended recipients.
- Firms are responsible for reviewing files and making professional decisions.
Client contacts and upload links
Upload links are intended to help clients submit documents for a specific request.
- Upload links are intended for document submission related to a specific request.
- Firms should manage who receives request and reminder emails.
- Clients may use upload links without creating a full account.
Acceptable use
Users should not misuse CollectCue or interfere with the security, availability, or intended operation of the service.
- Do not misuse CollectCue, interfere with the service, or attempt unauthorized access.
- Do not upload unlawful, harmful, or unrelated content.
- Do not send misleading, abusive, or unauthorized reminders.
- Do not attempt to bypass access controls or upload link protections.
Plans, trials, and billing
CollectCue may offer trials and paid plans with usage limits that vary by plan.
- CollectCue may offer a 30-day free trial and paid monthly plans.
- Plan limits may include billable clients and reminder email volume.
- Pricing, limits, and plan availability may change over time.
- Users should review the current pricing page for plan details.
Files and document content
Firms remain responsible for the document content they request, upload, review, and retain.
- Firms are responsible for the documents they request, upload, review, and retain.
- CollectCue may store file metadata, upload status, review decisions, and related request records.
- Firms should not upload or request content they are not authorized to handle.
Service availability and changes
CollectCue may change over time as the service is updated and maintained.
- CollectCue may update, change, suspend, or discontinue parts of the service.
- We may update features, limits, workflows, or availability as the product evolves.
- We try to provide a reliable service but cannot guarantee uninterrupted availability.
No professional advice
CollectCue is a workflow tool and does not replace professional judgment.
- CollectCue is a workflow tool.
- CollectCue does not provide accounting, bookkeeping, tax, legal, or compliance advice.
- Firms remain responsible for professional judgment, client deliverables, and compliance obligations.
Questions about these terms?
Email us at hello@collectcue.com.