Use cases for bookkeeping document collection.
CollectCue is a lightweight document collection workflow for small bookkeeping teams. These use cases show how firms request client files, follow up on missing documents, and review uploads without losing track.
Bookkeeping firms
A lighter workflow for small teams that collect the same client files every month.
Open pageMonthly close
Keep recurring statements, reports, receipts, and review work tied to each close period.
Open pageClient document requests
Create clear requests by client, period, checklist, due date, and contact list.
Open pageDocument review
Separate uploaded files from reviewed files so the team knows what still needs attention.
Open page