Gatheroo provides your business with a client portal to help you collect information and documents from your clients.
Each client receives a unique URL with a list of all the information you need from them.
The progress bar, coupled with a traffic light system, means your clients are in control of the information they need to share.
The automated client reminders mean that you can get on with other things, and you'll be notified when all the information you have requested has been shared.
Choose from text fields, document uploads, multiple answers, single select, conditional questions, lists and tables - to get the information you need in the format you want.
And by using the "comments" section, everything relating to the information and documents shared by your clients are kept in one place - no more searching emails, trying to recall conversations or checking text messages. Everything is in the portal, right where it should be.
Clients love Gatheroo because it's simple to use, and they don't need to get "another account...". If sensitive information is being shared, the unique link can be password protected, and 2FA can be turned on.
Whether you are dealing with sensitive information, or a lot of it, Gatheroo will help you be more productive and clients to love your process!