Stop chasing clients for documents.
Send one secure link to anyone you need documents from: a client, a tenant, a subcontractor, an applicant. GatherIQ chases them automatically and an AI assistant checks what comes back against what you asked for, so you stop being the reminder system and everything gets collected on schedule.
Start free →In our own end-to-end test: signed up, had the AI build a checklist, sent the link, and had a client's bank statement uploaded and verified in about 12 minutes.
The whole document chase — handled.
From "what do I even need?" to "everything's collected and verified" — GatherIQ runs the loop for you.
Describe it → AI builds the request
Type "new client onboarding paperwork." GatherIQ writes the whole checklist in about eight seconds, named and described the way the person reading it will understand. No more setup busywork.
One link. No login. People actually use it.
Whoever you send it to taps a link and uploads, no account, no password, right from their phone. Fully branded as your business.
It catches the wrong file before you do.
Someone uploads a hardware store receipt where a credit card statement should be. GatherIQ reads the file, sees it is not what you asked for, flags it on your dashboard and emails them for the right one. Blurry photos and wrong months get caught the same way. You can always override it if the AI got it wrong.
Watch it go green
A live readiness dashboard turns from "waiting" to "100% collected." You always know exactly what's missing.
Stop being the reminder system.
Get hours back every month
Automatic escalating reminders do the follow-up for you, so you don't write the same message 12 times.
Nothing slips through
See outstanding vs collected across everyone you're waiting on, in one place. Move faster, with fewer surprises.
People actually use it
No logins, no confusion, just a clean link. The one tool in your process they won't push back on.
Any business that collects documents from people.
If your work depends on getting the right file back from the right person, on a deadline, GatherIQ fits. See how it works for your industry.
CPA Firms
Document collection built for CPA firms.
See how →Bookkeepers
Document collection built for bookkeepers.
See how →Tax Preparers
Document collection built for tax preparers.
See how →Enrolled Agents
Document collection built for enrolled agents.
See how →Accounting Firms
Document collection built for accounting firms.
See how →Financial Advisors
Document collection built for financial advisors.
See how →Insurance Agencies
Document collection built for insurance agencies.
See how →Property Management
Document collection built for property managers.
See how →Construction
Document collection built for general contractors.
See how →Mortgage Brokers
Document collection built for mortgage brokers.
See how →Accountant or tax preparer? Try the free tax document checklist tool →
Start free, right now.
No waitlist, no invite code. Create your account and send your first document request in a few minutes.