Gatheroo

Gatheroo Gather information and documents in a single location. Easy, stress-free collaboration with clients.

Gatheroo was created to solve an internal problem - and we soon found out others needed the same solution too!

Ask for three things by email. Get two back.It's not the client being difficult.Once they've replied, the email is gone ...
02/09/2026

Ask for three things by email. Get two back.

It's not the client being difficult.

Once they've replied, the email is gone from their mind and buried in your inbox.

Neither of you has a live list of what's still missing.

So you go back through the thread, work out what didn't arrive, and send the follow-up. Again.

Gatheroo keeps the list open for both of you.

Your client sees exactly what's still outstanding. You see it too, without digging.

Free 14-day trial at gatheroo.io

From the first of 1 July 2026, lawyers, accountants, conveyancers and real estate agents face formal AML/CTF obligations...
01/09/2026

From the first of 1 July 2026, lawyers, accountants, conveyancers and real estate agents face formal AML/CTF obligations for the first time.

This includes documenting your client verifications, structured record keeping and an auditable intake process.

Enrolment with AUSTRAC opened on the 31st of March -> the obligations are live.

We've put together a plain-English breakdown of what Tranche 2 requires and specifically what it means for how your business collects client information.

๐Ÿ‘‰ https://gatheroo.io/tranche-2-aml-ctf-client-intake-process-australia/

Every practice has that one client.Lovely on the phone. Answers straight away when you call. Has 4,000 unread emails and...
30/08/2026

Every practice has that one client.

Lovely on the phone. Answers straight away when you call. Has 4,000 unread emails and yours is somewhere around number 2,800.

You're not dealing with a difficult client. But you're sending reminders to a channel they stopped checking years ago.

Gatheroo lets you send reminders by SMS as well as email.

Same request, same portal, same record of what was sent and when.

It just arrives where they'll see it.

Available on every plan. SMS credits charged separately.

Free 14-day trial at gatheroo.io

How long does it take you to work out where a client file is up to?Not the work itself. Just establishing what's arrived...
27/08/2026

How long does it take you to work out where a client file is up to?

Not the work itself. Just establishing what's arrived, what hasn't, what you queried and whether they ever answered. Most of the that, it means opening several emails, checking a folder and reading back through a thread that stopped making sense three replies ago.

That's half an hour before you've started, and it happens every time you pick the file back up.

It also means you find out something is missing on the day you needed it, because that's the day you finally looked closely enough to notice.

The status of a file shouldn't live in your memory. It should live on the file.

๐Ÿ‘‰ https://gatheroo.io/client-document-collection-process-hidden-cost/

๐ŸŒ€ โ€œ๐—œ ๐—ฑ๐—ถ๐—ฑ๐—ปโ€™๐˜ ๐˜„๐—ฎ๐—ป๐˜ ๐—ฎ๐—ป๐—ผ๐˜๐—ต๐—ฒ๐—ฟ ๐˜€๐˜†๐˜€๐˜๐—ฒ๐—บ. ๐—œ ๐˜„๐—ฎ๐—ป๐˜๐—ฒ๐—ฑ ๐—น๐—ฒ๐˜€๐˜€ ๐˜€๐˜๐—ฟ๐—ฒ๐˜€๐˜€.โ€Alistair, a busy accountant, was already juggling too much:๐Ÿญ. Sta...
27/08/2026

๐ŸŒ€ โ€œ๐—œ ๐—ฑ๐—ถ๐—ฑ๐—ปโ€™๐˜ ๐˜„๐—ฎ๐—ป๐˜ ๐—ฎ๐—ป๐—ผ๐˜๐—ต๐—ฒ๐—ฟ ๐˜€๐˜†๐˜€๐˜๐—ฒ๐—บ. ๐—œ ๐˜„๐—ฎ๐—ป๐˜๐—ฒ๐—ฑ ๐—น๐—ฒ๐˜€๐˜€ ๐˜€๐˜๐—ฟ๐—ฒ๐˜€๐˜€.โ€

Alistair, a busy accountant, was already juggling too much:

๐Ÿญ. Staffing challenges;
๐Ÿฎ. Client calls;
๐Ÿฏ. Endless admin.

So when Helen, his receptionist, suggested trying Gatheroo to help with onboarding clients, his first reaction was:

โ€œ๐˜ ๐˜ฅ๐˜ฐ๐˜ฏโ€™๐˜ต ๐˜ธ๐˜ข๐˜ฏ๐˜ต ๐˜ข๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ฆ๐˜ณ ๐˜ด๐˜ฐ๐˜ง๐˜ต๐˜ธ๐˜ข๐˜ณ๐˜ฆ ๐˜ต๐˜ฐ ๐˜ฎ๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ.โ€

But Helen saw the potential. Gatheroo wasnโ€™t just another software; it was a portal that could take the pressure off the whole team.

Hereโ€™s what happened after they gave it a go:

๐—ก๐—ผ ๐—บ๐—ผ๐—ฟ๐—ฒ ๐—ฐ๐—ต๐—ฎ๐˜€๐—ถ๐—ป๐—ด ๐—ฝ๐—ฎ๐—ฝ๐—ฒ๐—ฟ๐˜„๐—ผ๐—ฟ๐—ธ: New clients are now onboarded through Gatheroo, with clear steps and fewer omissions & mistakes.

๐—›๐—ฒ๐—น๐—ฒ๐—ปโ€™๐˜€ ๐—ฑ๐—ฎ๐˜† ๐—ด๐—ผ๐˜ ๐—ฒ๐—ฎ๐˜€๐—ถ๐—ฒ๐—ฟ: She spends less time explaining things, sending reminder emails and more time helping the clients with the job they want done.

๐—ง๐—ต๐—ฒ ๐˜๐—ฒ๐—ฎ๐—บ ๐—น๐—ผ๐—ผ๐—ธ๐˜€ ๐—ฎ๐˜€ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น: The portal gives a professional first impression that matches how they work behind the scenes.

Alistair admits he was hesitant and is the first to say he wishes he hadn't been so slow to consider Gatheroo as an option for his business

โ€œ๐˜Ž๐˜ข๐˜ต๐˜ฉ๐˜ฆ๐˜ณ๐˜ฐ๐˜ฐ ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ๐˜ด ๐˜ถ๐˜ด ๐˜ญ๐˜ฐ๐˜ฐ๐˜ฌ ๐˜ฐ๐˜ณ๐˜จ๐˜ข๐˜ฏ๐˜ช๐˜ด๐˜ฆ๐˜ฅ, ๐˜ง๐˜ฆ๐˜ฆ๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ง๐˜ช๐˜ฅ๐˜ฆ๐˜ฏ๐˜ต, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ข๐˜ค๐˜ต ๐˜ญ๐˜ช๐˜ฌ๐˜ฆ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ฃ๐˜ถ๐˜ด๐˜ช๐˜ฏ๐˜ฆ๐˜ด๐˜ด ๐˜ธ๐˜ฆ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ท๐˜ฆ ๐˜ต๐˜ฐ ๐˜ฃ๐˜ฆ.โ€

And it didnโ€™t stop there. Gatheroo now connects with their CRM and website, making the whole client journey seamless.

โ€œ๐˜›๐˜ฉ๐˜ฆ ๐˜Ž๐˜ข๐˜ต๐˜ฉ๐˜ฆ๐˜ณ๐˜ฐ๐˜ฐ ๐˜ต๐˜ฆ๐˜ข๐˜ฎ ๐˜ฉ๐˜ฆ๐˜ญ๐˜ฑ๐˜ฆ๐˜ฅ ๐˜ถ๐˜ด ๐˜ต๐˜ฐ ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜จ๐˜ณ๐˜ข๐˜ต๐˜ฆ ๐˜ฆ๐˜ท๐˜ฆ๐˜ณ๐˜บ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ถ๐˜ฑ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต๐˜ฆ๐˜ฅ ๐˜ถ๐˜ด ๐˜ฃ๐˜ฆ๐˜บ๐˜ฐ๐˜ฏ๐˜ฅ ๐˜ซ๐˜ถ๐˜ด๐˜ต ๐˜ด๐˜ฆ๐˜ต๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ถ๐˜ฑ ๐˜ต๐˜ฆ๐˜ฎ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ฆ๐˜ฅ ๐˜ณ๐˜ฆ๐˜ฒ๐˜ถ๐˜ฆ๐˜ด๐˜ต๐˜ด. ๐˜Ž๐˜ข๐˜ต๐˜ฉ๐˜ฆ๐˜ณ๐˜ฐ๐˜ฐ ๐˜ฉ๐˜ข๐˜ด ๐˜ต๐˜ณ๐˜ข๐˜ฏ๐˜ด๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ฆ๐˜ฅ ๐˜ฎ๐˜บ ๐˜ฃ๐˜ถ๐˜ด๐˜ช๐˜ฏ๐˜ฆ๐˜ด๐˜ด. ๐˜›๐˜ฉ๐˜ฆ๐˜บ ๐˜ฅ๐˜ช๐˜ฅ๐˜ฏโ€™๐˜ต ๐˜ซ๐˜ถ๐˜ด๐˜ต ๐˜จ๐˜ช๐˜ท๐˜ฆ ๐˜ถ๐˜ด ๐˜ข ๐˜ฑ๐˜ฐ๐˜ณ๐˜ต๐˜ข๐˜ญ. ๐˜›๐˜ฉ๐˜ฆ๐˜บ ๐˜จ๐˜ข๐˜ท๐˜ฆ ๐˜ถ๐˜ด ๐˜ข ๐˜ฃ๐˜ฆ๐˜ต๐˜ต๐˜ฆ๐˜ณ ๐˜ธ๐˜ข๐˜บ ๐˜ต๐˜ฐ ๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ.โ€

20/08/2026

How many times have you asked a client for their work email and been given a personal one instead?

It's a two-second mistake at their end that turns into a follow-up email, a reply, and a delay at yours. Nobody budgets for that time, but everyone absorbs it.

Gatheroo's email field settings let you specify what you actually need. Ask for a work address and a public email won't be accepted, so your client is guided to the correct answer while they're still in the form.

This 30-second walkthrough shows the setup, and what your client sees.

Free 14-day trial at gatheroo.io, no credit card required.

If someone asked you to prove exactly what client information you requested, when you requested it, and who had access t...
16/08/2026

If someone asked you to prove exactly what client information you requested, when you requested it, and who had access to it, how long would it take you to show them?

For most businesses, the answer is much longer than it should be.

Because the record lives in an inbox. ๐—”๐—ป๐—ฑ ๐—ถ๐—ป๐—ฏ๐—ผ๐˜…๐—ฒ๐˜€ ๐—ฎ๐—ฟ๐—ฒ๐—ป'๐˜ ๐—ฎ๐˜‚๐—ฑ๐—ถ๐˜ ๐˜๐—ฟ๐—ฎ๐—ถ๐—น๐˜€.

Find out how Gatheroo builds that record automatically: ๐Ÿ‘‰ https://gatheroo.io/

Right now, an accounting team somewhere is writing "๐™Ÿ๐™ช๐™จ๐™ฉ ๐™›๐™ค๐™ก๐™ก๐™ค๐™ฌ๐™ž๐™ฃ๐™œ ๐™ช๐™ฅ ๐™ค๐™ฃ ๐™ฉ๐™๐™ค๐™จ๐™š ๐™™๐™ค๐™˜๐™ช๐™ข๐™š๐™ฃ๐™ฉ๐™จ" for the fourth time this week....
12/08/2026

Right now, an accounting team somewhere is writing "๐™Ÿ๐™ช๐™จ๐™ฉ ๐™›๐™ค๐™ก๐™ก๐™ค๐™ฌ๐™ž๐™ฃ๐™œ ๐™ช๐™ฅ ๐™ค๐™ฃ ๐™ฉ๐™๐™ค๐™จ๐™š ๐™™๐™ค๐™˜๐™ช๐™ข๐™š๐™ฃ๐™ฉ๐™จ" for the fourth time this week.

There's a better way, and it doesn't involve every staff member chasing clients over email individually.

We've written a guide for accounting firms on what document management software should do, how it fits alongside accounting software, and what to look for if you're evaluating your options before the next peak period hits.

Read the full article: https://gatheroo.io/document-management-software-for-accountants/

Ever spent ten minutes trying to find out where a client request stands?Gatheroo's dashboard shows you -> Draft, Sent...
12/08/2026

Ever spent ten minutes trying to find out where a client request stands?

Gatheroo's dashboard shows you -> Draft, Sent, Opened, Completed, all in one list, updated in real time.

No digging through emails to piece it together.

๐Ÿ‘‰ https://gatheroo.io/

Most professional services businesses believe their client data is secure.Then a client emails across their passport and...
09/08/2026

Most professional services businesses believe their client data is secure.

Then a client emails across their passport and tax file number, and all of that internal security stops mattering.

The gap between how you protect your own data and how you collect your clients' data is where most of the real risk sits.

We've written about what a secure client portal actually needs to include, and how to tell whether what your business is using meets that standard.

๐Ÿ‘‰ https://gatheroo.io/what-is-a-secure-client-portal-and-does-your-business-have-one/

Address

Suite 4. 39 The Element Building, 200 Central Coast Highway, 200 Central Coast Highway
Erina, NSW
2250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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