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Category:

Client Intake

Close up of a client looking at a Gatheroo request on a mobile phone

Security/ Client Intake

Why Email Is the Wrong Way to Collect Client Information and Documents

March 1, 2026 | Laetitia Boden

Email became the default way professional services businesses collect client information for one rea ...

Gatheroo client portal showing a secure document request template for accountants with ID verification and compliance sections

Document Collection/ Client Intake

The Best Client Portal for Accounting Firms

June 15, 2021 | Laetitia Boden

If a regulator asked your firm today to produce a clear, timestamped record of every client identity ...