CollectCue

What it does

CollectCue gives small bookkeeping firms a lightweight way to request client files, see what’s still missing, and send friendly reminders—without forcing clients into a bulky portal. Create request lists, share simple upload links, track documents by client, and review uploads before month-end, tax prep, or cleanup work.

CollectCue helps small bookkeeping firms request client files, track missing documents, send friendly reminders, and review uploads without a heavy portal.

Send one request link, see what's missing, and follow up without forcing clients into another portal. Watch the workflow from client setup through document requests, uploads, review, and completion. Your team sees what needs attention. Clients see only what they need to send. Open one workspace to see waiting clients, pending review, and the requests that are ready to move forward. Open one workspace to see waiting clients, pending review, and the requests that are ready to move forward. Clients open a request-specific link and upload each requested document without creating another portal account. See what was submitted, what is still missing, and which items need a reminder or a review.…from collectcue.com

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