What is CollectCue?
CollectCue helps small bookkeeping firms reduce the time spent chasing clients for missing documents. It brings document requests, upload status, reminders, and file review into one clear workflow.
Bookkeepers can create recurring request lists, send clients a simple secure upload link, and see which documents have been received, which are still missing, and which need review. Clients can upload files without creating an account or using a complicated client portal.
CollectCue is well suited to month-end close, tax preparation, cleanup work, and onboarding. Plans start at $19.90 per month, with a 30-day free trial available.
Pricing
Price Starts At:
$19.90/month
Price Overview:
CollectCue offers a 30-day free trial. Paid plans start at $19.90 per month. Growth is $39.90 per month, and Pro is $69.90 per month. Plans vary by billable client limits and monthly reminder email volume.
Free Trial Offered?:
Yes
Integrations
No integrations listed.
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Screenshots and Video
CollectCue Homepage and Product Overview
Company Facts
Company Name:
CollectCue
Date Founded:
2026
Company Location:
United States
Company Website:
www.collectcue.com
Product Details
Deployment
SaaS
Training Options
Not Offered
Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
Target Organization Types
Small Business
Freelance
Startup
Supported Languages
English
CollectCue Categories and Features
Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking