Gatheroo

What Is Gatheroo?

Gatheroo is a document collection and client intake platform for Australian professional services businesses. The platform enables teams to create structured requests using guided fields, conditional logic, instructions, and templates. Each request is delivered through a unique link that provides access to a secure portal for submitting information and documents.

The system supports optional two-factor authentication through email or SMS for portal access. Automated reminders follow configured schedules until submissions are completed. Gatheroo records request activity through timestamped tracking and displays progress through a centralized dashboard.

What Is Gatheroo Best Known For?

Gatheroo is best known for its automated reminder system, which continuously follows up with clients until requested information and documents are submitted. This helps teams reduce manual follow-up efforts, monitor outstanding requests, and maintain a more structured client intake process.

How Much Does Gatheroo Cost?

Gatheroo pricing starts at AUD$ 47/month for its Gather Small plan. It also offers two additional plans as well, including:

• Gather Medium - AUD$ 87/month
• Gather Large - AUD$ 147/month

The price range below is an estimate for budgeting purposes only:

• Implementation And Onboarding: $100–$800 (one-time) - Setup of client intake workflows, request templates, user roles, and basic system configuration for teams
• Data Migration: $100–$1,000 (one-time) - Transferring existing client records, documents, and intake processes from legacy systems or manual storage
• Integrations And API Access: $200–$1,500/year - Connecting with CRMs, cloud storage platforms, accounting tools, or workflow automation systems
• Advanced Security And Compliance Features: $300–$2,000/year - Enhanced audit logs, access controls, encryption upgrades, and compliance-focused configurations for regulated industries

Disclaimer: The pricing is subject to change.

Gatheroo Integrations

The software integrates with Zapier software, through which it connects with 7,000+ applications, including:

• Slack
• Salesforce
• QuickBooks
• Xero

How Does Gatheroo Work?

Here is how you can get started with Gatheroo after logging in:

• Access the central dashboard to view all active client intake requests and overall system activity
• Open the request builder to create structured intake workflows using fields, instructions, and templates
• Configure conditional logic rules to control how questions appear based on client responses
• Assign requests to specific team members or roles using role-based access controls
• Navigate the client portal settings to manage how external users will receive and complete requests
• Monitor request status through the dashboard showing progress, completion state, and outstanding items
• Track client submissions in real time using timestamped activity logs and audit trails
• Review completed requests and export, or sync submitted data through integrated storage connections

Who Is Gatheroo For?

Gatheroo software is used across a range of professional roles, including:

• Accountant
• Business owner
• Mortgage broker
• Digital marketer
• Finance professional

Gatheroo Use Cases

Based on our analysis of Gatheroo’s current capabilities, we have identified key scenarios where this software is a good fit for professional services teams managing structured client intake and document collection workflows:

Accounting Firms Managing High-Volume Client Information Requests

Accounting teams often use Gatheroo to structure recurring client information requests during tax season and ongoing advisory work. Users highlight that it helps replace scattered email threads with a centralized intake process. The system allows firms to track outstanding documents and ensure clients complete submissions in a consistent format.

Mortgage Brokers Coordinating Loan Application Documentation

Mortgage professionals use Gatheroo to collect and organize borrower documentation required for loan applications. Reviews suggest it helps reduce delays caused by missing or incomplete submissions. Brokers can structure requests by borrower type and track progress across multiple applications simultaneously.

Legal Practices Handling Client Onboarding And Matter Intake

Legal teams apply Gatheroo during client onboarding and early-stage matter setup. The platform is used to gather identity details, supporting documents, and case-specific information in a structured format. Users note that it reduces back-and-forth communication and helps maintain a clear record of submitted information.

Financial Advisory Firms Collecting Compliance And Client Data

Financial advisers use Gatheroo to gather regulated client information needed for compliance and advisory services. Reviews indicate that structured requests and audit trails help maintain organized records for each client. Teams can monitor submission progress and follow up on missing information without manual tracking.

Is Gatheroo Right For You?

Are you looking for a secure way to structure client intake and document collection without relying on email threads and fragmented follow-ups? Gatheroo addresses challenges where teams struggle with incomplete client submissions, untracked document requests, and inconsistent intake formats across multiple clients while supporting structured workflows and audit-ready records for client information handling and submission tracking.

Gatheroo supports ISO 27001:2022 certified ISMS and GDPR compliance and is governed under New South Wales, Australia law, aligning with recognized data protection and security standards.

All data is encrypted in transit using TLS 1.2 and at rest using AES-256 encryption, with sensitive fields supporting end-to-end encryption. The platform also includes two-factor authentication via email and SMS to secure account access and request handling.

Still not sure if Gatheroo is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.