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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
Simple Trust Portal serves as a cost-effective and streamlined substitute for traditional enterprise “trust centers.”
This platform allows startups preparing for SOC 2 compliance to share their security documentation securely, eliminating the need for email attachments or costly tools.
While many startups may achieve SOC 2 compliance, they often resort to using links from Dropbox or Google Drive to distribute sensitive reports.
Such practices can appear unprofessional and lack essential features like access control, watermarking, or identity verification.
Simple Trust Portal addresses these issues with several key features, including:
* Automatic PDF watermarking that includes the viewer's email and timestamp
* Single sign-on (SSO) protected access
* Document sharing that requires a non-disclosure agreement (NDA)
* Options for link expiration and revocation
* A sleek, branded portal designed for potential clients and customers
Designed specifically for secure document sharing, it does not include questionnaires, evidence collection, or complex governance, risk, and compliance (GRC) functionalities.
This makes it an ideal solution for early-stage companies aiming to project professionalism and establish trust rapidly, all while avoiding the steep costs associated with enterprise solutions. Ultimately, Simple Trust Portal empowers startups to manage their security documentation with confidence and ease.
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
$16/month
Free Trial
Yes
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
No
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)
No
In Person
No
Vendor Details
Company Name
CollectCue
Founded
2026
Country
United States
Website
www.collectcue.com
Vendor Details
Company Name
Simple Trust Portal
Founded
2025
Country
United States
Website
www.simpletrustportal.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
