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CollectCue
Client file requests for bookkeepers, minus the chase
5 followers
Client file requests for bookkeepers, minus the chase
5 followers
CollectCue gives small bookkeeping firms a lightweight way to request client files, see what’s still missing, and send friendly reminders—without forcing clients into a bulky portal. Create request lists, share simple upload links, track documents by client, and review uploads before month-end, tax prep, or cleanup work.
How does this actually work for clients who are not super tech savvy, do they just get a simple email link to upload or is there any sign up step involved on their end?
@aynurkrbykyt2b Great question — yes, clients just get a simple secure link by email. No signup or portal required.
They open the link, see what documents are needed, upload files, or mark something as not applicable. On the bookkeeping side, we can see what’s still missing and what needs review.