Purpose-built for client document collection

Gathery helps professionals collect required client documents with one secure link and clear progress tracking.

Core product features

Everything your team needs to collect, track, and secure client files.

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.

Screenshot of the create portal modal
2
Share secure link

Clients upload from one secure link with no account.

Screenshot of the share portal modal
3
Download when ready

Download when complete and follow progress as files arrive.

Screenshot of the download menu

Ready to streamline document collection?

Start collecting documents securely in minutes.