CollectCue

CollectCue is a focused client document request and collection workflow for small bookkeeping firms. It helps teams request recurring client documents, track what is still missing, review uploaded files, and follow up without rebuilding status from email threads and spreadsheets.

What is CollectCue?

CollectCue is a web-based SaaS tool built specifically for bookkeeping teams that need a simpler way to manage recurring client document collection.

Teams can create requests by client and period, send clients dedicated upload links, track missing items, and keep uploaded files visible until they have been reviewed. Clients do not need to create an account to upload requested documents.

CollectCue is not a full accounting system, CRM, tax preparation platform, or practice management suite. It is designed to work alongside the tools a bookkeeping firm already uses.

Key Features

• Client document requests — Organize requested documents by client and reporting period.
• Upload links without client accounts — Clients can upload requested files without creating another login.
• Missing-item tracking — See which documents are still waiting on the client.
• Review workflow — Accept uploaded files or reject them and request a reupload.
• Automated reminders — Follow up on outstanding client-action items.
• Not applicable status — Mark items that do not apply for a particular period.
• Received elsewhere — Record documents received through another channel.
• Team workspace — Keep waiting-on-client, pending-review, and ready-to-close work visible in one place.

Who is it for?

CollectCue is designed for solo bookkeepers and small bookkeeping firms that manage recurring monthly, cleanup, or close-related document requests.

Pricing

CollectCue offers a 30-day trial. Paid monthly plans start at $19.90 per month.