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Description
CollectCue is a web-based client document request and missing-item tracking tool built for small bookkeeping firms. Teams can create recurring requests by client and period, send secure upload links, monitor outstanding items, and review submitted files from one workspace.
Clients do not need to create an account or learn a complicated portal. Each request has a secure link where they can view required documents, upload files, or mark an item as not applicable. On the bookkeeping side, staff can track request status, review uploads, accept files, request a reupload, and send automatic or manual reminders.
CollectCue is designed for recurring workflows such as month-end close, tax preparation, cleanup projects, and client onboarding.
Description
Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.
API Access
Has API
API Access
Has API
Integrations
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier
Integrations
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier
Pricing Details
$19.90/month
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
Free Version
Pricing Details
$49 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CollectCue
Founded
2026
Country
United States
Website
www.collectcue.com
Vendor Details
Company Name
File Request Pro
Founded
2019
Country
United States
Website
filerequestpro.com
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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