Document Collection
Maximise Productivity: A Guide to Choosing the Right Document Collection Software
Choosing the Right Document Collection Software For Productivity Streamlined document management is essential for maxim…
Resources / Blog
Practical guidance for teams that collect sensitive client information.
Compliance, security and process, written for Australian professional services businesses.
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Productivity
Unlocking Key Operational Benefits with Great Staff Morale
We all want to feel good when we work We all want to feel like: we are supported, we are moving towards a commo…
Client Intake
Why loan application documents come back incomplete
There is a version of the document problem that has nothing to do with speed. The client responds quickly. They are hel…
Client Intake
Why clients stall on document requests
Every practice has the same theory about why clients are slow to send documents. They are busy, they are disorganised, t…
Productivity
What document chasing costs a mortgage brokerage
What document chasing costs a mortgage brokerage Before we built Gatheroo, we spent 6 weeks calling mortgage brokers. N…
Productivity
Unleashing Business Efficiency: Digital Tools To Streamline Processes
A Successful Business is More Than Delivering Great Products/Services Efficiency is the key to standing out from the cr…
Client Management
Enhancing client experience: The impact of user-friendly software
Welcome to the digital era, a time when the business world isn't merely about the product or service offering; it's abou…
Document Collection
Collecting information from clients
You're here - this probably means that you understand the challenges and frustrations that come with collecting informat…
Security
Best Client Portal Features for Independent Financial Brokers
The Double-Edged Sword of Client Information If you're an independent financial broker, you understand the constant bal…
Case Studies
Case Study: Childcare Centres
Keeping children safe is your top priority As a childcare centre, you understand the challenges associated with managin…
Compliance
KYC and Client Intake: How Professional Services Firms Get It Right
For most professional services firms, client intake has always involved collecting some identifying information. A name,…
Productivity
Boosting Productivity and Achieving Goals
Boost productivity & achieve goals: The psychology behind making lists It's easy to feel overwhelmed and lose track…
Financial Services
Navigating the Maze of Mortgage Brokers: Streamline Information Collection with Gatheroo
Our recent survey among mortgage brokers revealed a palpable sense of frustration with the current state of affairs. …
Productivity
Keeping information safe
Constant reminders to protect our personal data from prying eyes From passwords to financial details, it is imperative …
Productivity
Don’t Let Lost Emails Cost You
Don't Let Lost Emails Cost You: 5 Tips to Gain Control of Your Inbox Have you ever lost an important email and found yo…
Client Management
How Gatheroo benefits your business?
Gatheroo is a simple platform with many benefits Gatheroo helps you to manage the flow of information and communication…
Productivity
Why use Gatheroo when you have OneDrive?
Do you need Gatheroo if you are currently using OneDrive? This is a question we get asked a lot. And while the answer …
Case Studies
Case Study: Accountant
Looking after your clients' information As an accountant, your clients' interest always come first. You work hard to…
Security
The Need For Strong Passwords
Strong passwords are more important than ever before. With hackers and cybercriminals constantly looking for ways to ga…
Document Collection
The Best Client Portal for Accounting Firms
If a regulator asked your firm today to produce a clear, timestamped record of every client identity document collected …