Collect client documents without the chaos
Built for accountants, agencies, lawyers, recruiters, and consultants.
Replace messy email threads with one secure upload portal per client. Track what's missing in real time and keep files only as long as needed.
No client login required
Track missing docs in real time
Auto-expire uploads after your retention window
uploaded by client
Everything you need to collect documents
Purpose-built for professionals who need a better way to gather client documents securely and efficiently.
Simple Client Uploads
Send one secure link. Clients upload documents without creating an account.
Secure by Default
TLS in transit, encryption at rest, and virus scanning before files are downloadable.
Track Progress
See what is still missing (for example, 3/5 received) without tracking spreadsheets.
Auto-Cleanup
Files expire automatically after your configured retention window, so cleanup does not become manual work.
Who it's for
Built for teams that collect sensitive client documents under deadlines.
Accountants
Collect tax packages with one secure upload link and no client login.
Track missing forms by checklist item before filing deadlines.
Auto-expire files after retention windows to reduce manual cleanup.
Law Firms
Request matter-specific intake docs without exposing inbox threads.
Keep access controlled with signed, short-lived download URLs.
Maintain a clear record of upload and download activity.
Recruiting Teams
Collect candidate onboarding documents in one structured checklist.
Avoid shared-drive sprawl and ad-hoc document chasing.
Move candidates forward faster with real-time completion visibility.
Agencies
Standardize client onboarding requests across service lines.
Give clients a single upload experience without account setup.
Reduce back-and-forth by showing exactly what is still missing.
How it works
Three quick steps from setup to completed uploads.
1
Create portal
Add checklist items in under a minute.
2
Share secure link
Clients upload from one secure link with no account.
3
Download when ready
Download when complete and follow progress as files arrive.
Security you can trust
Your clients trust you with sensitive documents. We take that responsibility seriously with practical controls built for document intake workflows.
TLS protects uploads in transit and files are encrypted at rest.
Private links are signed and short-lived to reduce access risk.
Every upload enters quarantine and is scanned before download.
Retention defaults help you keep files only as long as needed.
Track upload, download, and delete events for accountability.
Simple, transparent pricing
Compare plans quickly, then start your free trial.
Starter
For solo professionals just getting started
$19/month
15 active portals
100 GB storage included
500 MB max file size
3 files per upload
30 days file retention
Brand color customization
Most Popular
Professional
For growing practices with more clients
$79/month
150 active portals
500 GB storage included
1 GB max file size
10 files per upload
60 days file retention
Portal password protection
Brand logo
and more...
Enterprise
For large organizations with advanced needs
$299/month
500 active portals
1 TB storage included
2 GB max file size
20 files per upload
365 days file retention
Portal password protection
Brand logo
and more...
All plans include a 14-day free trial. No credit card required.
* Active Portal: A portal with an upload, download, or edit action in the last 30 days.
* Storage Calculation: Gathery uses the decimal-based standard for measuring data capacity, where 1 TB is equal to 1000 GB and 1 GB is equal to 1000 MB.
Ready to simplify document collection?
Join thousands of professionals who have ditched email chaos.