One secure portal where clients upload documents, sign forms, and complete intake—without endless email threads.
12
Active Intakes
47
Documents Received
3
Signatures Pending
8
Completed This Month
Active document requests
New Client
Client Onboarding
Tax Client
Annual Tax Documents
Contract Review
Legal Documents
Client intake is broken. Here's what professional services firms deal with every day.
Chasing clients for documents across scattered email threads. Attachments get lost, versions get confused.
Clients forget to send files, miss items, or send wrong formats. Your work can't start until everything arrives.
Sensitive documents in email threads. No audit trail. Retention policies are a manual nightmare.
Built for professional services firms who value security, compliance, and client experience.
Clients click one link and they're in. No passwords, no accounts, no friction. Configurable link expiry (1-30 days) for security.
Collect legally-binding signatures with RFC 3161 timestamps. PKCS#7 digital signatures with certificate export on Professional and above.
Set it and forget it. Configurable reminder sequences (3, 7, 14, 21 days) until clients complete their tasks. No more manual follow-ups.
Create clear, mistake-proof requests with up to 50 items per intake. Specify file types, size limits, and mark items as required.
Automate document lifecycle with configurable retention policies. Legal hold prevents deletion for litigation (Business plan).
Consent management, DSAR export, data portability, breach notification, and processing restriction support built in.
Your clients get a clean, branded portal that works on any device. No confusing instructions, no lost attachments. Custom branding available on Professional plan and above.
Client Portal
Tax Document Collection
No training needed. If you can send an email, you can use Gatherly.
Use a template or build your own checklist. Specify exactly what documents and signatures you need with up to 50 items per intake.
Client gets a branded email with one-click access. No login, no account, no friction. Links are secure and configurable.
Clients drag-drop files, answer questions, and sign—all in one portal that works on any device. You get notified when complete.
Pre-built templates for common use cases. Customize to fit your specific workflow.
Built from the ground up with security and compliance in mind. Everything you need to handle client data responsibly.
AES Encryption
Data encrypted at rest and in transit
Audit Logging
Every action tracked with timestamps
GDPR Tools
Consent, DSAR, breach notification
Retention Policies
Automated document lifecycle
Legal Hold
Preserve documents for litigation
RFC 3161 / eIDAS
Trusted timestamp authorities
Built into every plan
14-day free trial on all plans. No credit card required.
Solo practitioners & freelancers
or $24/mo billed annually
Growing practices & small firms
or $66/mo billed annually
Established firms & agencies
or $124/mo billed annually
Unlimited team members, intakes, and storage. API access, dedicated account manager, SLA guarantee, and custom contract terms.
Contact us for pricingEverything you need to know before getting started.
Gatherly is a client intake and document collection platform for professional services firms. It helps you request documents and signatures through one secure portal, with built-in reminders and compliance features.
Secure Links provide one-click access to your Client Portal. Clients receive a unique link via email that grants them instant access without needing to create an account or remember a password. Links can be configured with expiration times (1-30 days) for additional security.
Yes. Gatherly uses AES encryption for data at rest and in transit, secure link tokens with SHA-256 hashing, role-based access control, and comprehensive audit logging. We support GDPR workflows including data export, erasure, and retention policies with legal hold.
Gatherly is built for professional services including legal firms, accounting practices, real estate, immigration services, insurance, financial services, healthcare, and education. We offer pre-built templates for common use cases in each industry.
Yes, all plans include basic digital signatures. Professional and above plans include RFC 3161 TSA timestamps and PKCS#7 digital signatures with certificate export. Business plan includes eIDAS-qualified timestamps.
Document retention policies (Professional+) allow you to automatically manage document lifecycle with triggers like upload date, last access, or intake completion. Legal hold (Business plan) lets you preserve documents for litigation, preventing automatic deletion.
All plans come with a 14-day free trial with full Professional features. No credit card required. Trial includes 5 active intakes and 2GB storage. One 7-day extension is available on request.
Start your 14-day free trial today. No credit card required. Setup takes less than 5 minutes.