Gatheroo
Secure client intake · Built for professional services
Gatheroo is a secure client portal designed to replace email for collecting sensitive client information and documents. It solves the problem of insecure, fragmented, and unauditable data collection that is common in professional services, where email lacks chain of custody, access control, and proof of completeness. The platform provides a guided, auditable process for requesting and receiving documents, ensuring a defensible record of every interaction.
Key features include a request builder with conditional logic and templates, automated reminders, and a client portal accessed via a secure link without requiring an account. It offers two-factor authentication, field-level encryption for sensitive data like tax file numbers, and a comprehensive activity log. The platform is ISO/IEC 27001:2022 certified, with data stored in Australian data centres on AWS, and includes a feature to view and delete documents without downloading them, supporting KYC and AML/CTF obligations.
Gatheroo is built for professional services teams of five to fifty, including accountants, mortgage brokers, law firms, and conveyancers. It offers a 14-day free trial with no credit card required. Paid plans are seat-based, with tiers differentiated by the number of team members, active requests, file storage, and template transfers, available on monthly or annual billing cycles.
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