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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
MyCPACRM is an innovative cloud-based practice management system developed in the Greater Toronto Area, specifically designed for CPA, EA, and accounting firms across Canada and the United States. This comprehensive platform streamlines client management, filing deadlines, document handling, and year-end processes into a cohesive solution.
Firms can efficiently monitor all client activities and filing requirements (including T1, T2, GST/HST, payroll, T3, and various IRS submissions for U.S. firms) with deadlines calculated based on each client's year-end, complemented by automatic email and SMS notifications. The platform features a collaborative workflow board that addresses task dependencies, document gates, and review approvals, enhancing overall efficiency.
Clients benefit from a secure, customized portal that facilitates document uploads and includes an integrated e-signature feature for seamless signing. Additionally, the platform provides essential functionalities such as year-end bookkeeping, preparation of financial statements for compilation, review and audit engagements, client payroll management, engagement tracking, and billing, all supported by an AI assistant to optimize user experience.
Pricing is structured as a flat monthly fee per plan, charged in CAD for Canadian firms and USD for U.S. firms, ensuring that there are no additional costs incurred per client. This model allows firms to predict their expenses better and focus on delivering high-quality services to their clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
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
$59/month
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
No
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
YOO Technologies Inc.
Founded
2025
Country
Canada
Website
www.mycpacrm.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
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Alternatives
Alternatives
No Alternatives
