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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

A comprehensive solution tailored for meticulous accountants and large accounting firms. The advanced User Interface offers limitless opportunities that will enhance the services delivered to clients. This application features distinctive capabilities that are unmatched by any other accounting software currently available. With its groundbreaking Reporting, accountants can transition into the role of financial consultants, providing deeper insights. A wealth of printouts allows for the extraction of vital information on company growth, alongside a comparison of financial metrics with historical data. You can effortlessly track the status and transactions of all company securities with an automatic accounting update through a fully customizable integration. Moreover, it boasts a distinctive feature for the computerized issuance of checks, which automates the creation of a security body and its registration. This makes it the perfect solution for businesses that frequently issue a large volume of checks, ensuring efficiency and accuracy in their financial operations. Overall, this software represents a significant advancement in accounting technology designed specifically for high-demand environments.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

EPSILON NET

Founded

1999

Country

Greece

Website

www.epsilonnet.gr/product.aspx

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

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

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