Security/ Compliance What Tranche 2 AML/CTF Means for Your Client Intake Process April 30, 2026 | Laetitia Boden This post covers what the Tranche 2 AML/CTF reforms mean in practical terms for lawyers, accountants ...
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 ...
Security/ Compliance What Is a Secure Client Portal and Does Your Business Have One? February 23, 2026 | Laetitia Boden Most professional services businesses believe their client data is secure. They have strong password ...
User Stories/ Security User Story: How Gatheroo Helped Anne Overcome Security Risks in Document Collection November 8, 2024 | Laetitia Boden Security Risks in Document Collection Every time Anne hit "send" on an email to a client, she felt ...
Security Bookkeeping Business Risks: Navigating Cyber Security Risks April 8, 2024 | Laetitia Boden 54% of small businesses consider it is almost certain they'll face a cybersecurity incident. 54 ...
Business Growth/ Client Management/ Security Best Client Portal Features for Independent Financial Brokers June 18, 2023 | Laetitia Boden The Double-Edged Sword of Client Information If you're an independent financial broker, you underst ...
Productivity/ Security/ Document Collection Why use Gatheroo when you have OneDrive? April 7, 2023 | Laetitia Boden Do you need Gatheroo if you are currently using OneDrive? This is a question we get asked a lot. A ...
Security The Need For Strong Passwords December 2, 2022 | Laetitia Boden Strong passwords are more important than ever before. With hackers and cybercriminals constantly lo ...