Stop chasing clients for documents.
Send each client one secure link. 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 start closing books.
Start free →
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 "everything I need for a small-business tax return." GatherIQ builds the whole checklist in seconds. No more setup busywork.
One link. No login. Clients actually use it.
Your client taps a link and uploads — no account, no password, on their phone. Fully branded as your firm.
AI checks what your clients send
Wrong doc? Blurry statement? The AI flags it on your dashboard and emails the client asking for the right one — you can always override it if the AI got it wrong.
Watch it go green
A live readiness dashboard turns from "waiting" to "100% ready to close." You always know exactly what's missing.
Stop being the reminder system.
Get hours back every month
Automatic escalating reminders chase clients so you don't have to write the same follow-up 12 times.
Nothing slips through
See outstanding vs collected across every client in one place. Close faster, with fewer surprises.
Clients love it
No logins, no confusion — just a clean link. The tool your clients will actually use.
Start free, right now.
No waitlist, no invite code. Create your account and send your first document request in a few minutes.