Jane’s Challenge: Wasted Time on Document Collection
For bookkeepers like Jane, automated document collection offers a way to save time and reduce stress associated with chasing clients for missing documents.
Jane is a solo bookkeeper running a successful small business.
Like many bookkeepers, Jane’s practice depends heavily on collecting documents from clients to complete her work accurately and on time.
However, as her client base grew, Jane found herself spending an increasing amount of non-billable time chasing clients for missing documents.
She would send email after email, make follow-up calls, and constantly check her inbox, only to see that the required documents were still outstanding.
This process was not only time-consuming but also frustrating.
Jane knew that every hour spent on follow-ups was an hour she couldn’t dedicate to billable client work, growing her business, or doing the things she loved.
She found herself at a crossroads. Her choices were either:
- continue with this inefficient process,
- consider hiring additional help to manage the workload, or
- find a more efficient solution that would streamline her document collection process.
Automated Document Collection for Bookkeepers
Determined to regain control of her time, Jane explored her options.
Hiring an assistant is costly, especially for a small business.
Project management tools seemed promising but were overkill for a task as specific as document collection and didn’t solve the issue of secure file handling.
Jane needed a solution that was purpose-built for bookkeepers, a tool that could automate her follow-ups, provide her with a clear view of each client’s submission status, and save her from the constant back-and-forth.
That’s when she discovered Gatheroo.
Implementing Gatheroo: A Game-Changer for Document Collection
With Gatheroo, Jane set up a dedicated document request for each client, clearly outlining what was needed and when.
The platform allowed her to automate reminder emails, meaning she no longer had to send follow-up messages manually.
Instead of constantly checking in with clients, Gatheroo’s automated reminders would nudge clients to submit their documents, freeing up Jane’s time.
I was hesitant to add another tool, but Gatheroo has been a game-changer.
It’s built for bookkeepers, so I didn’t have to change my workflow.
The time I’ve saved on document collection has more than paid off—I only wish I’d started sooner.
One of the features Jane loves the most is the request status. This simple yet powerful flag allowed her to quickly see the status of each document request at a glance.
Clients with completed requests showed up as green, draft submissions are yellow, and overdue request dates turn red.
This visibility gives Jane complete control over her workflow, allowing her to focus on clients who need her attention without manually tracking each submission.
Feel like you’re constantly nagging and chasing clients for information and documents?
Automate Document Collection – The Result: More Time, Less Stress
Since implementing Gatheroo’s automated document collection for bookkeepers, Jane has cut the time she spends on document collection by 76%.
The automated reminders keep her clients on track without her needing to intervene constantly.
Jane’s clients have even commented on how professional and streamlined her process feels, which has only strengthened their trust in her services.
Get time back to advise clients
By saving hours each week, Jane now has the capacity to take on additional clients and focus on more meaningful aspects of her business.
The days of endless follow-ups are behind her.
Gatheroo has not only given Jane back her time but also reduced the stress and frustration she used to feel when managing document requests.
Get time back for fun & self-care
Why Gatheroo Worked for Jane
For Jane, Gatheroo is the perfect fit because it is specifically designed with bookkeepers in mind.
Unlike generic project management tools or email solutions, Gatheroo provided her with a tailored approach to automated document collection for bookkeepers that matched her workflow exactly.
The request dashboard offers her instant insight into the status of each request, while the automated reminders mean she can keep clients accountable without lifting a finger.
With an affordable monthly subscription, Gatheroo has become one of the most valuable tools in Jane’s business toolkit, allowing her to save time, reduce stress, and ultimately grow her practice.
Now, Jane can confidently say that she’s in control of her document collection process—and she has Gatheroo to thank for that.
Gatheroo love
Automate Document Collection to Stay In Control
By implementing Gatheroo’s automated document collection for bookkeepers, Jane has regained control over her time and reduced stress, empowering her to focus on growing her business.