Every tax season, accountants lose weeks to the same emails, the same follow-ups, the same "did you get my W-2?" calls. GatherFlow automates it all — so you can focus on the actual work.
If you're doing tax work, you've lived this story.
You write the same "Hi [Name], just following up on those documents…" email forty times a week. Then half your clients don't respond. So you do it again.
You've got a tab in Excel tracking who sent what. It's 30 clients wide. You update it manually. It's always slightly out of date. You're never confident.
Some clients email attachments. Some text you photos. Some use Dropbox. One guy faxed something. Before you do any tax work, you spend an hour just organizing.
Clients are anxious too. They uploaded something to Dropbox three weeks ago. Did you see it? They call to ask. You have to go look. It wasn't what you needed anyway.
A focused tool that handles the document collection side of your practice — so you can spend your time on the work only you can do.
Select what documents each client needs: W-2s, 1099s, mortgage interest, charitable receipts, K-1s, and more. GatherFlow has a library of common tax documents — or you can add custom items. Set it once and reuse each year.
GatherFlow generates a branded, secure portal for each client. One click to send. Clients see exactly what they need to upload — no login required, works on any device. They upload, you get notified instantly.
Set a reminder schedule (Day 3, 7, 14, 21…) and GatherFlow sends polite, professional nudges automatically until all documents arrive. The emails come from your name. You write the template once. The chasing happens without you.
Your dashboard shows every client: complete, in progress, or stuck. See exactly which documents are missing for each client. Know at a glance who's ready to work on — without digging through email.
Built for small and mid-size practices who don't need (or want) enterprise bloat.
Pre-built templates for common return types. Customize per client. Copy checklists year-over-year.
Clients get a unique link — no password needed. They see what to upload and drag-and-drop from any device.
Configure a reminder schedule once. GatherFlow sends follow-ups until the checklist is complete — then stops.
Every client in one view. Color-coded status, document counts, days since last activity. Always current.
Get notified the moment a client uploads a document. Know when they're ready. No more periodic "anything arrive?" checks.
All documents encrypted in transit and at rest. Downloaded as organized folders by client and document type.
"I spend 3 hours a day during tax season just sending reminder emails. It's my least favorite part of this job. I wish something would just handle it for me."
"We're a 4-person firm with 180 clients and we're still using email and a shared spreadsheet to track documents. It works, but it barely works. Something would break if we grew even 20%."
We're building GatherFlow for the next tax season. Join the waitlist and help shape the product. Early members get a free extended trial and their feedback directly shapes features.
No spam. No credit card. Just early access updates.
Thanks for joining the GatherFlow waitlist. We'll reach out as we get closer to launch with early access details and a chance to shape the product.
We're building this for the 2026–2027 tax season. 🚀