Struggling With Client
Document Collection?
There's a Better Way
Say Goodbye to Chasing Clients for Documents.
- Save Yourself Time
- Enhance Your Security
- Keep Clients Accountable
Easy-to-Use Software Automated Client Reminders One Source of Truth Secure Portal No Lock-in Period
The Problem
Endless email chains and scattered documents
Managing client information feels like a never-ending chase. Bookkeepers are stuck in back-and-forth emails, juggling multiple attachments, constantly sending reminders and searching inboxes.
It’s a chaotic process that consumes valuable time and energy.
- Misplaced Documents
- Wasted Time
- Reducing Margins
- Security Risks
- Client Frustration
With Gatheroo
Centralised, Secure and Simple Client Portal
Gatheroo transforms how you manage client documents and information by bringing everything together in one secure, easy-to-use platform.
- Create One Source of Truth
- Increase Productivity
- Increase Profit Margins
- Keep Client Information Secure
- Improve Your Clients' Experience
How it works
3 Simple & Easy Steps
Streamline your client information collection in just three steps.
Securely. Efficiently. Effortlessly.
Create requests
Create and send requests in under 60 seconds - Gatheroo manages client reminders and their remaining to-do list.
Send to your clients
Invite clients to their secure portal with a unique link provide everything, creating a single source of truth.
Receive prompt responses
Ensure everything is sent to you on time with automated reminders - ready to download and use.
Time-Saving Templates
Start Today
Jumpstart your workflow with our ready-to-use templates designed for bookkeepers. Save time and start delivering value to your clients today.
- Flexible templates
- Growing template library
- Unlimited templates
Why Gatheroo works
Simplifies your workflow
Gatheroo simplifies your information and document collection process, saving you time to focus on growing your business.
Receive information faster
Clients respond faster when requests are clear, organised, and easy to access. Gatheroo simplifies the process with a single platform, reducing the back-and-forth that slows down traditional methods.
Personalised client interaction
With Gatheroo handling document collection, you can focus on building stronger, more personal relationships with your clients, not spending your time chasing them for information.
Stop searching emails
Emails often get lost in the shuffle, leading to multiple sources of truth and a loss of control over the document collection process. Gatheroo centralises everything, ensuring nothing falls through the cracks.
Boosts staff morale
When your team isn’t bogged down with repetitive follow-ups, they can focus on more meaningful work, leading to higher job satisfaction and better overall performance.
Professionalism at its best
Systemising demonstrates your commitment to efficiency and professionalism. Clients will appreciate the experience, reinforcing your reputation as a forward-thinking business.
Compliance and security
Data protection is paramount, Gatheroo ensures that all client documents are collected and stored securely, helping you stay compliant with industry regulations.
Efficient Communication
Streamline Your Conversations
Gatheroo simplifies client communication by keeping all discussions in one place.
Whether you need to clarify some of the information you've received, or your clients have questions about what you need, the “Comments” feature ensures that all interactions happen exactly where they’re needed—right next to the relevant document or request.
This saves everyone time and it keeps everyone on the same page, enhancing productivity and strengthening client relationships.
Automated Reminders
Keep Clients On Track. Never Miss a Deadline
Gatheroo takes the hassle out of keeping clients on track by automating reminders.
Say goodbye to endless email searches, manual follow-ups, and the risk of missing deadlines.
With Gatheroo, every request is automatically followed up until it is completed, ensuring your process remains consistent and efficient.
By removing those quick, distracting emails, you’ll regain focus and time to dedicate to more important tasks, knowing your clients are always up-to-date.
Flexible Pricing
Flexible plans
Get a FREE 14-day trial and start gathering straight away!
(no credit card needed)
Real Results, Real Stories
Hear From Bookkeeping Users
Don’t just take our word for it — see how Gatheroo has transformed the workflow and client relationships for bookkeepers just like you.
"Having a secure portal to collect sensitive client information has given our team real peace of mind."
Clare
Accountant
"The list of requests is really useful. I can easily see outstanding items without scrolling hundreds of emails."
Sharon
Business Owner
"I found the reminders really helpful to focus on getting the information promised on time and on track."
David
Mortgage Broker
"Gatheroo is great for collecting information from my clients, and it’s easy to use, I highly recommend."
Peter
Digital Marketer
"I've saved countless hours by cutting out the repetitive tasks and remembering the follow ups - it's like there's 2 of me!"
Sam
Finance Professional
"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!"
Adrian
Accountant
Boost Your Business Efficiency
Transform Your Workflow with Gatheroo
Gatheroo empowers you to manage client requests effortlessly with a real-time dashboard.
Automated notifications ensure you stay informed as requests are securely processed, eliminating the manual workload and allowing you to focus on growing your business.
Experience the ease and efficiency of streamlined operations—start with Gatheroo today.
Software Partners
We partner with the best to build and grow Gatheroo
Gatheroo partners with industry leaders. We do this to ensure that our platform is secure, reliable, and easy to use. Our integrations provide a seamless, efficient experience that scales with your needs.
