Australian data storage
your client data stays onshore
Comprehensive audit trail
every request timestamped
ISO27001-certified processes
built and operated under them
Automated reminders
no manual chasing
The problem with the inbox
Email was never built for this.
Most professional services businesses still collect their most sensitive client documents through the channel with the least control. Three reasons that stops being defensible the moment someone asks you to prove it.
/01
No chain of custody
Once a document lands in an inbox, it’s copied, forwarded and downloaded beyond your visibility. No record exists of who accessed it, or when.
/02
No access control
An inbox is all-or-nothing. Anyone with mailbox access sees every attachment, whether they need to or not: passports, tax file numbers, financial records.
/03
No proof of completeness
Fragmented email threads mean fragmented submissions. A folder of emails is not proof of a defensible process.
Every open request, tracked in real time. No status meetings required.
No app. No account. Just a secure link, completed on their phone.
AML/CTF Tranche 2
Tranche 2 is here. Is your intake process aligned?
If you’re in accounting, conveyancing, legal or mortgage broking, Australia’s expanding AML/CTF obligations now extend to your business. The businesses that navigate it smoothly are the ones that build a documented, auditable process now, not the ones retrofitting one under pressure later.
How it works
From “we need these documents” to a complete record.
Four steps, no client accounts, no attachments, no chasing.
Build the request once
Assemble exactly what you need from guided fields, clear instructions and conditional logic, so clients know exactly what to provide and how. Use your own templates or start from ours.
Preview what they'll see
Review the request exactly as your client will see it before it goes out. Catch missing fields or unclear wording before they do.
Send a link, not a login
Each client receives a unique, secure portal link. Nothing to install, no account to create, no attachment ever sent. Add optional two-factor authentication via email or SMS.
Receive a complete record
Automated reminders handle the chasing until every field is complete. Every view, submission and update is logged: timestamped, ready to produce on request.
Gatheroo Differentiator
Verify, record and delete, without the risk
Some documents need to be seen, not kept. When a client submits a photo ID or passport, your obligation is often to verify it, not store it indefinitely.
Gatheroo lets you view a document directly in the portal, mark it as viewed, and delete it immediately, no need to download it to your systems first. The activity log records the full sequence: uploaded, viewed, deleted. Your process is on record.
For businesses with KYC or AML/CTF obligations, this is the feature most competitors don’t have.
Requested
ID verification request sent to client, 1:58pm
Received
Photo ID uploaded by client, 2:14pm
Viewed
Sighted in-portal by Claire, 2:31pm, marked as viewed
Deleted
Removed from Gatheroo servers by Claire, 2:32pm, logged permanently
Security & compliance
Businesses need processes. Clients are individuals. Gatheroo bridges the gap.
Built for businesses that can’t afford to get this wrong. If you work in financial services, mortgage broking, legal, conveyancing or accounting, your intake process needs to be more than convenient. It needs to be defensible.
CERTIFICATION
Built and operated under ISO27001-certified processes
Covering access control, risk and incident response, independently audited and under ongoing surveillance.
Data Residency
Your client data is stored in Australia, not offshore.
Data residency matters under the Privacy Act and Tranche 2, not just as a preference.
Encryption
TLS in transit, AES-128-GCM for sensitive fields
TLS in transit for all data. Field-level encryption available for sensitive text fields like Tax File Numbers, ensuring answers are stored encrypted at rest.
Audit Trail
Every request, submission, view and download logged
A complete record of your intake process, ready when you need it.
Access Control
Two-factor authentication via email or SMS
Role-based access so sensitive information stays with the people who need it.
Data Deletion
Deleted from storage immediately
Deleting a file removes it from our storage immediately, not left sitting the way an email attachment would be.
Pricing
Simple, transparent pricing. No lock-in.
Gatheroo costs less than one hour of rework per week. Most teams save considerably more than that from day one.
Gather Small
47
/mobilled monthly
- 2 Team Members
- 10 Active requests
- 10 GB File storage
- 1 Template transfers
- Unlimited Clients / recipients
- Unlimited Templates
Gather Medium
87
/mobilled monthly
- 5 Team Members
- 50 Active requests
- 50 GB File storage
- 3 Template transfers
- Unlimited Clients / recipients
- Unlimited Templates
Gather Large
147
/mobilled monthly
- 10 Team Members
- 100 Active requests
- 100 GB File storage
- 5 Template transfers
- Unlimited Clients / recipients
- Unlimited Templates
From our users
“Having a secure portal to collect sensitive client information has given our team real peace of mind.”
“The dashboard alone saves me so much time by showing where I’m up to with client data collection. It’s been a game changer.”
“really helpful to focus on getting the information promised on time and on track.”
“The list of requests is really useful. I can easily see outstanding items without scrolling hundreds of emails.”
“I’ve saved countless hours by cutting out the repetitive tasks and remembering the follow ups – it’s like there’s 2 of me!”
“Gatheroo is great for collecting information from my clients, and it’s easy to use, I highly recommend.”
Working somewhere larger, or need a formal security review?
Gatheroo also supports larger teams and organisations with more complex security or procurement requirements.