GatherIQ helps bookkeeping, CPA, tax, and fractional CFO firms collect financial documents, track missing items, and remind clients automatically.
Send a document request to your client
Create a request and send it to your client in seconds
Start from monthly bookkeeping, tax return, audit support, payroll, sales tax, or year-end close templates.
Clients get a clean request list with due dates, progress, and upload prompts. No client account required.
See what is complete, what is overdue, and what still needs a reminder before the books can close.