Help Center
Everything you need to know about using GatherIQ.
Quick Start Guide
Create a Template
Build reusable templates with the fields you need — text, files, dates, and more.
Start an Engagement
Choose a bookkeeping, tax, payroll, audit, or close template for your client.
Share the Link
Send your client the magic link. They can submit documents without creating an account.
Get Notified
Receive email notifications when clients submit their documents.
Frequently Asked Questions
Do my clients need to create an account?
No! Clients access their submission portal via a unique magic link. No account or password required.
What file types can clients upload?
Clients can upload most common file types including PDFs, images (JPG, PNG), documents (DOC, DOCX), and spreadsheets (XLS, XLSX).
How secure are uploaded files?
All files are stored securely with encryption. Each engagement has a unique, unguessable client portal link.
Can I send reminders to clients?
Yes. Send reminders from the engagement detail page or automate follow-up on a schedule.