CollectCue

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: October 19, 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.

Violations and enforcement

Violations of these Terms, including the prohibited conduct listed under Acceptable use, may result in reasonable action based on the nature, severity, and recurrence of the violation.

  • CollectCue may issue a warning, restrict access to some or all of the service, suspend an account, or terminate service access.
  • CollectCue may take action reasonably necessary to protect users, the service, or service security, or to comply with applicable law.
  • If CollectCue terminates service access for a violation, it may also cancel future subscription renewals. Fees already paid, charges already incurred, remaining paid-period access, and any refund request will be handled under the Plans, trials, and billing terms, applicable payment provider rules, and applicable law.
  • Suspension or termination does not automatically guarantee a refund, and these Terms do not make all fees categorically non-refundable. Refund requests remain subject to the existing case-by-case policy described below.

Plans, trials, and billing

CollectCue may offer trials and paid plans with usage limits that vary by plan.

  • CollectCue may offer a 30-day trial and paid monthly plans.
  • Plan limits may include billable clients and monthly email volume.
  • Paid plans renew automatically unless canceled before the next billing period.
  • Users may cancel subscription renewal from billing settings where available. Cancellation stops future renewal but does not automatically delete firm data.
  • Access may continue until the end of the current paid billing period unless the account is otherwise suspended.
  • Upgrades may take effect immediately and may involve prorated charges when supported by the payment provider.
  • Users may use the payment provider's customer portal, where available, to schedule a lower plan for the next billing period. The current plan and limits remain in effect until the payment provider verifies that the scheduled change has taken effect. At renewal, the payment provider may attempt to charge the price of the scheduled plan; if payment or the plan change is not completed, CollectCue may retain, limit, or suspend access based on the verified subscription status. Canceling automatic renewal is a separate action and does not schedule a plan downgrade.
  • Refund requests can be sent to support@collectcue.com and may be reviewed case by case. Refunds are handled at CollectCue's discretion or according to the payment provider's rules.
  • CollectCue may rely on third-party payment providers for checkout, renewal, cancellation, invoice, and payment records.
  • 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 support@collectcue.com.