--- title: "Gatheroo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Gatheroo Software - reviews, pricing plans, popular comparisons to other Productivity products and more." source_url: "https://www.capterra.com/p/10010093/Gatheroo/" page_type: "product" language: "en" --- # Gatheroo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Gatheroo ## What is Gatheroo? Most practices collect sensitive client information by email. You cannot control your client's inbox, and an email thread is not a record you can show an auditor. Gatheroo replaces it with a secure portal built for professional services. Conveyancers, accountants, bookkeepers and mortgage brokers use it to request documents, guide clients through exactly what is needed, and receive it complete the first time. Conditional logic shows clients only what is relevant. Automated reminders handle the follow-up. Your team is notified the moment a request is finished. Every request carries a timestamped activity log. Identity documents can be viewed, marked as sighted, then deleted without being downloaded. Sensitive fields such as Tax File Numbers carry field-level encryption. Data is hosted in Australia. Built and operated under an ISO 27001:2022 certified information security management system. For practices of 5 to 50 staff. 14-day free trial, no credit card required. ## What is Gatheroo used for? [Productivity](https://www.capterra.com/productivity-software/)[File Sharing](https://www.capterra.com/file-sharing-software/)[Portal](https://www.capterra.com/portal-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$37 Other, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Gatheroo?[Manage this product listing](https://www.g2.com/products/gatheroo/claim_requests/new?auto=true) ## Gatheroo Overview Updated September 2026 AI summary Gatheroo enables organizations of all sizes to securely share, manage, and collaborate on files through a cloud-based platform. It offers document storage, file transfer, and granular access controls alongside collaboration tools such as commenting, messaging, and workflow management. Additional capabilities like customizable branding, electronic signatures, and audit trails support diverse productivity and compliance needs across teams. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Gatheroo 4.7 (3) VS. [4.7 (1,069)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/) Starting Price A$37 Other, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.6 (78) Value For Money 4.5 (2) Value For Money 4.6 (69) Customer Service 5.0 (2) Customer Service 4.8 (73) ## Gatheroo alternatives [4.6 (41)](https://www.capterra.com/p/152879/Onehub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [HighQ](https://www.capterra.com/p/229898/HighQ-Dataroom/) [4.4 (78)](https://www.capterra.com/p/229898/HighQ-Dataroom/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/229898/HighQ-Dataroom/) Highest Rated [Firmex Virtual Data Room](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/) [4.8 (359)](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/) [BlueConic](https://www.capterra.com/p/148284/BlueConic/) [4.2 (17)](https://www.capterra.com/p/148284/BlueConic/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/148284/BlueConic/) ## FAQs about Gatheroo Overview ### What company size and specific industries is Gatheroo built for? Gatheroo is designed for small to mid-sized professional services firms, especially financial planners, mortgage brokers, asset finance brokers, conveyancers, accountants, and lawyers. It suits businesses in finance, lending, property, accounting, and legal services that need a tool tailored to client-facing workflows and document-heavy processes. Features and Usability ### What are the key features of Gatheroo? Gatheroo offers project management, workflow management, and business process automation, plus collaboration tools such as chat/messaging, commenting/notes, and file sharing. It also includes customizable forms and templates, document management and storage, reporting and statistics, role-based permissions, audit trail, and third-party integrations. Integrations ### Which third-party tools and platforms does Gatheroo integrate with? Gatheroo integrates with 3 third-party tools: Google Drive and OneDrive for file storage, plus Zapier for connecting to additional apps. These catalog integrations cover common document-sharing and automation needs. Getting Started and Support ### What training and onboarding options does Gatheroo offer? Gatheroo provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided learning, while documentation and videos offer reference material and self-paced instruction for reviewing setup steps and product features. Getting Started and Support ### What customer support options does Gatheroo offer? Gatheroo provides Email/Help Desk, FAQ/Forum, Knowledge Base, and Chat support. No reviewer feedback about support is available here, so support experience details such as response speed or helpfulness cannot be confirmed from the catalog data. ## Features AI summary Based on 19,120 Productivity reviews Capterra data shows that buyers of file sharing software rank the following features as their top priorities: - **File Transfer** (**53%** of reviewers rated this feature as critical) - **Document Storage** (**56%**) - **Secure Data Storage** (**59%**) Gatheroo supports all three of the features reviewers value most: **File Transfer**, **Document Storage**, and **Secure Data Storage**. Together, these capabilities help businesses move files quickly, keep documents organized and accessible, and protect sensitive information, allowing teams to share content with more confidence and maintain better control over business data. Secure Data Storage 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Mobile Access 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Access Controls/Permissions 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Forms Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Customizable Forms 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Gatheroo 48 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Chat/Messaging: Communicate using direct chat or messages within the system - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Encryption: Convert data into a code for security - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - Forms Management: Store, manage and track all forms in a centralized location - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Notes Management: Allow users to create, edit, and sort multiple notes - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Scheduling: Track and manage the scheduling of tasks - Team Collaboration: Allow multiple team members to edit and work on the same document - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Video Content: Supports video files - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 4.5 (2) Free Trial Small A$37.00 Other,Per Month Medium A$67.00 Other,Per Month Large A$117.00 Other,Per Month Custom POA Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DB David B. Recruiting manager Staffing and Recruiting ### "Amazing product " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 December 12, 2023 Pros Easy to use and saves so much time when you have a busy schedule Cons Nothing, would have loved to have known about this earlier Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 2, 2024 Hi David. Glad you are enjoying Gatheroo and that it's saving you a lot of time in your day. It's great to hear that you have found Gatheroo valuable. Thanks for being a valuable user of Gatheroo David. The Gatheroo Team EY Eunice Y. Office Assistant Design ### "Gatheroo is good and easy to use." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 30, 2023 Pros I like that I can set up projects for the rest of the team, and I don't have to send reminders to our clients every week any more. Now I can do some more exciting tasks. Cons I was scared that it would be difficult to use, but it wasn't. I just had to start using it Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 4, 2023 Thanks Eunice. Great to hear you found Gatheroo easy to use. LB Laetitia B. Founder Design ### "Love it - saves us time and clients are more responsive!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 21, 2023 love it Pros It's easy to use. Not too many options so we don't get lost in the detail. Super flexible and it's an absolute time saver for the team! It was easy to start as well and we love the templates :) Cons The fields that were missing (like multiple choice) have been added now. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 22, 2023 Thanks for your review - glad we have hit the spot, ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.