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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
No
API Access
Has API
No
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
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
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
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
No
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Product Features
Lease Management
Billing & Invoicing
No
Commercial Leases
No
Contact Management
No
Landlord Database
No
Lease Classification
No
Portfolio Management
No
Property Management
No
Residential Leases
No
Retail Leases
No
Sublease Management
No
Tenant Database
No
Real Estate Property Management
Billing & Invoicing
No
Commercial Properties
No
Contact Management
No
Credit Check
No
Expense Management
No
Insurance Management
No
Landlord Database
No
Late Fee Calculation
No
Lease Management
No
Maintenance Management
No
Owner Portal
No
Payment Processing
No
Portfolio Management
No
Rent Tracking
No
Residential Properties
Yes
Tax Management
No
Tenant Database
No
Tenant Portal
No
Vacancy Tracking
No
Website Management
No
