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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
When candidates submit their documents online, the tedious tasks of sorting, scanning, and uploading bulky piles of paperwork become a thing of the past. Once your files are digitized, your team can swiftly access them from anywhere and at any time, enhancing their overall efficiency. The expenses and time associated with in-person meetings to gather documents can be quite substantial, particularly when dealing with missing or incomplete submissions. With Haven Connect’s secure online document collection system, you can significantly reduce these unnecessary and expensive appointments by enabling applicants to upload their documents directly. Moreover, storing documents online and linking them automatically to applicant profiles leads to a more organized system that is easier to audit. Forget the hassle of tracking down lost paper documents that often get overlooked or misplaced; Haven Connect streamlines this process for you. Furthermore, by securely storing your applicant files in the cloud, Haven Connect helps to safeguard critical components of your business against potential disasters such as fire, flooding, or theft, ensuring that your operations remain resilient and uninterrupted. This innovative approach not only simplifies document management but also enhances the security and accessibility of vital information.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
No price information available.
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
Haven Connect
Founded
2015
Country
United States
Website
havenconnect.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
Lease Management
Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database
Real Estate Property Management
Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management