CollectCue

CollectCue is a lightweight client document request and collection workflow for small bookkeeping firms. Teams can create requests by client and period, share upload links that do not require a client account, track missing documents, and send reminders for outstanding items. Submitted files can be reviewed, accepted, rejected, or requested for reupload. Staff can also mark items as received through another channel or not applicable for the period. CollectCue keeps waiting-on-client, pending-review, and completion status visible in one focused workflow, helping firms manage recurring document collection and month-end work without replacing their accounting software or existing bookkeeping processes.