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

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!

03/06/2026

𝗦𝘁𝗶𝗹𝗹 𝘀𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗱𝗼𝘄𝗻𝗹𝗼𝗮𝗱 → 𝗳𝗼𝗿𝗺𝗮𝘁 → 𝘀𝗲𝗻𝗱 𝗹𝗼𝗼𝗽? 🔁

It’s a time-suck, and you’ve got better things to do!

With Gatheroo, you can upload uncoded transactions in seconds and let your clients:

✅ See exactly which transactions need receipts
✅ Upload each receipt
✅ Track their own progress (without needing to be chased)

➡️ You stay in control.
➡️ They stay accountable.
➡️ And you finally get your time back. ⏳

See how to create a Gatheroo request from a Xero CSV -> Video link in comments 👇

02/06/2026

You’re already in your 4th follow-up. 🙄

You’ve already sent the list (again). 😩

You’ve already lost the will to live. 😱

Gatheroo shows them exactly what’s missing, with a traffic light to tell them what’s overdue. 🔴 🔵 🟢

Plus automated reminders give them a friendly nudge.

It’s the grown-up way to collect documents without the guilt trip. 😎

Find out more on our website: https://gatheroo.io

01/06/2026

𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗙𝗲𝗮𝘁𝘂𝗿𝗲: 𝗖𝘂𝘀𝘁𝗼𝗺 𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗙𝗶𝗲𝗹𝗱𝘀 🤩

Templates are great on their own and Dynamic Fields enables you to add the personal touch, like your client's name and the request due date.

With Custom Dynamic Fields, you can add personal touches that fit your specific requirements, like:

✅ BAS due date
✅ Entity type
✅ Even their preferred coffee order ☕️

Gatheroo & Custom Dynamic Fields let you super charge your Request Templates - so your requests feel tailored, not just templated.

-> Because great client experiences start with the little things.

𝗦𝗲𝗲 𝗶𝘁 𝗶𝗻 𝗮𝗰𝘁𝗶𝗼𝗻 - link in the comments 👇

31/05/2026

An inbox is no longer a defensible client intake record.

Lawyers, accountants, conveyancers and real estate agents fall under formal AML/CTF obligations. Documented intake. Structured ID verification. Seven years of retrievable records.

A document collection process held together by email chains and folder structures isn't going to meet that bar.

Find out what an efficient client document collection process looks like → 👉 https://gatheroo.io/efficient-client-document-collection-australia/

27/05/2026

🌀 “𝗜 𝗱𝗶𝗱𝗻’𝘁 𝘄𝗮𝗻𝘁 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 𝘀𝘆𝘀𝘁𝗲𝗺. 𝗜 𝘄𝗮𝗻𝘁𝗲𝗱 𝗹𝗲𝘀𝘀 𝘀𝘁𝗿𝗲𝘀𝘀.”

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

𝟭. Staffing challenges;
𝟮. Client calls;
𝟯. Endless admin.

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

“𝘐 𝘥𝘰𝘯’𝘵 𝘸𝘢𝘯𝘵 𝘢𝘯𝘰𝘵𝘩𝘦𝘳 𝘴𝘰𝘧𝘵𝘸𝘢𝘳𝘦 𝘵𝘰 𝘮𝘢𝘯𝘢𝘨𝘦.”

But Helen saw the potential. Gatheroo wasn’t just another software; it was a portal that could take the pressure off the whole team.

Here’s what happened after they gave it a go:

𝗡𝗼 𝗺𝗼𝗿𝗲 𝗰𝗵𝗮𝘀𝗶𝗻𝗴 𝗽𝗮𝗽𝗲𝗿𝘄𝗼𝗿𝗸: New clients are now onboarded through Gatheroo, with clear steps and fewer omissions & mistakes.

𝗛𝗲𝗹𝗲𝗻’𝘀 𝗱𝗮𝘆 𝗴𝗼𝘁 𝗲𝗮𝘀𝗶𝗲𝗿: She spends less time explaining things, sending reminder emails and more time helping the clients with the job they want done.

𝗧𝗵𝗲 𝘁𝗲𝗮𝗺 𝗹𝗼𝗼𝗸𝘀 𝗮𝘀 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹: 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

“𝘎𝘢𝘵𝘩𝘦𝘳𝘰𝘰 𝘮𝘢𝘬𝘦𝘴 𝘶𝘴 𝘭𝘰𝘰𝘬 𝘰𝘳𝘨𝘢𝘯𝘪𝘴𝘦𝘥, 𝘧𝘦𝘦𝘭 𝘤𝘰𝘯𝘧𝘪𝘥𝘦𝘯𝘵, 𝘢𝘯𝘥 𝘢𝘤𝘵 𝘭𝘪𝘬𝘦 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘸𝘦 𝘢𝘭𝘸𝘢𝘺𝘴 𝘴𝘵𝘳𝘪𝘷𝘦 𝘵𝘰 𝘣𝘦.”

And it didn’t stop there. Gatheroo now connects with their CRM and website, making the whole client journey seamless.

“𝘛𝘩𝘦 𝘎𝘢𝘵𝘩𝘦𝘳𝘰𝘰 𝘵𝘦𝘢𝘮 𝘩𝘦𝘭𝘱𝘦𝘥 𝘶𝘴 𝘵𝘰 𝘪𝘯𝘵𝘦𝘨𝘳𝘢𝘵𝘦 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘢𝘯𝘥 𝘴𝘶𝘱𝘱𝘰𝘳𝘵𝘦𝘥 𝘶𝘴 𝘣𝘦𝘺𝘰𝘯𝘥 𝘫𝘶𝘴𝘵 𝘴𝘦𝘵𝘵𝘪𝘯𝘨 𝘶𝘱 𝘵𝘦𝘮𝘱𝘭𝘢𝘵𝘦𝘥 𝘳𝘦𝘲𝘶𝘦𝘴𝘵𝘴. 𝘎𝘢𝘵𝘩𝘦𝘳𝘰𝘰 𝘩𝘢𝘴 𝘵𝘳𝘢𝘯𝘴𝘧𝘰𝘳𝘮𝘦𝘥 𝘮𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴. 𝘛𝘩𝘦𝘺 𝘥𝘪𝘥𝘯’𝘵 𝘫𝘶𝘴𝘵 𝘨𝘪𝘷𝘦 𝘶𝘴 𝘢 𝘱𝘰𝘳𝘵𝘢𝘭. 𝘛𝘩𝘦𝘺 𝘨𝘢𝘷𝘦 𝘶𝘴 𝘢 𝘣𝘦𝘵𝘵𝘦𝘳 𝘸𝘢𝘺 𝘵𝘰 𝘸𝘰𝘳𝘬.”

26/05/2026

𝗠𝗼𝘀𝘁 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀 𝘄𝗮𝘀𝘁𝗲 𝘁𝗶𝗺𝗲 𝙚𝙫𝙚𝙧𝙮 𝙙𝙖𝙮 𝗱𝗼𝗶𝗻𝗴 𝘁𝗵𝗲𝘀𝗲 𝘁𝗮𝘀𝗸𝘀:

🛑 Moving files around.
🛑 Chasing lost emails.
🛑 Wondering if you’re working with the latest version.

❇️ With Gatheroo, you can automatically sync all the client documents and information you collect straight to your own MS OneDrive or Google Drive.

That means:

✨ No more duplicates.
✨ No more manual downloads and uploads.
✨ No more version control issues.
✨ Everything where you already work.

Your systems stay organised, your clients feel looked after, and your team saves hours every week. 😎

𝘉𝘦𝘤𝘢𝘶𝘴𝘦 𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘤𝘺 𝘴𝘩𝘰𝘶𝘭𝘥𝘯’𝘵 𝘮𝘦𝘢𝘯 𝘢𝘥𝘥𝘪𝘯𝘨 𝘮𝘰𝘳𝘦 𝘴𝘺𝘴𝘵𝘦𝘮𝘴 𝘵𝘰 𝘮𝘢𝘯𝘢𝘨𝘦.

❓ Ready to see how it works?

Drop us a message and we’ll show you in 15 minutes.

25/05/2026

Still collecting client documents via email?

If you've been researching tools to fix that, you've probably come across both Gatheroo and FileInvite.

Here's an honest comparison of the two: what each does well and how they differ.

Read the full article on our website ↓
https://gatheroo.io/gatheroo-vs-fileinvite/

19/05/2026

Right now, an accountant is writing "just following up on those documents" for the fourth time this week.

There's a better way and it doesn't involve chasing clients via email.

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.

Link in comments ↓

18/05/2026

"𝗝𝘂𝘀𝘁 𝘂𝗽𝗹𝗼𝗮𝗱 𝘁𝗵𝗮𝘁 𝘀𝗲𝗻𝘀𝗶𝘁𝗶𝘃𝗲 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝘁𝗼 𝘀𝗼𝗰𝗶𝗮𝗹 𝗺𝗲𝗱𝗶𝗮"...

… said no secure workflow, ever. 🚫 ⛔ 🛑

Clients don’t mean to create chaos.

They just need 𝗰𝗹𝗲𝗮𝗿 𝗶𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻𝘀 ✅ and an 𝗲𝗮𝘀𝘆 𝘀𝘆𝘀𝘁𝗲𝗺 1️⃣ 2️⃣ 3️⃣

That’s why Gatheroo exists. 😍 🤩

One link. One portal. One happy bookkeeper. 😁

Want to know more? Visit our website: https://gatheroo.io

17/05/2026

🙋‍♀️ Hands up if you are a bookkeeper 📖 and have taken a holiday in the last 6 months. 😞

Didn't think so. 🥲

Did you know our users save an average of 8 hours a week? 😮

❌ No more manual follow up emails ✉️

❌ No more endless searching of emails for information 🔍

❌ No more resending lists 📝

❌ No more false starts because of missing information ⏹️

✅ Gatheroo collects the information you need from your clients ✅

𝗬𝗼𝘂 - get to take a holiday. 🥳🥂

Are you in? ✔️ 🆗 🙋

Comment "Me!" below 👇👇 and we'll share the link to our next online info session. 🤩

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

Website

https://gatheroo.io/

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