Free until EoFY for the first 10 firms

EoFY data, collected & workpaper-ready.

Your busiest months, without the bottleneck. Gather turns your EoFY data collection into a structured, client-friendly workflow – and hands you workpapers ready to start compliance.

Join the pilot → See how it works
CRS / 001 – Built in Perth
The problem

You're not behind because of compliance. You're behind because of collection.

Every firm knows the bottleneck isn't the return itself. It's the weeks spent chasing clients for the documents you needed in July.

i.
Email chains that go nowhere. Three follow-ups later, the bank statements still haven't arrived.
ii.
Half-filled checklists. Clients skip fields, forget deductions, send the wrong year's documents.
iii.
Manual workpaper setup. Once data arrives, hours get spent restructuring it before the real work can even begin.
iv.
Budget blowouts at peak time. Every hour of data wrangling is an hour that can't be billed at advisory rates.
A Client Ready product

Gather.

A client-facing EoFY data form that ends with workpapers ready for compliance – not another spreadsheet to clean up.

– 01

Workpapers, ready on export

Every submission exports as a structured PDF workpaper – ready to drop straight into your existing process. No template-building, no reformatting, no cleanup.

– 02

Works alongside your stack

Standalone by design. No integrations to configure, no IT involvement, no permissions to sort out. Gather runs alongside whatever you already use.

– 03

No logins for your clients

Clients enter their email and open a link. No accounts, no passwords, no "I forgot my login" emails. If they can open an email, they can complete Gather.

– 04

Reminders that aren't your problem

Automatic follow-ups chase clients on your behalf, so your team stops being the bad cop. First submissions come in complete and on time.

– 05

Built by practitioners

Designed by someone who sat on the other side of the desk. Every field exists because a real firm needed it – not because a product team guessed.

– 06

Links to specialist reports

If a client needs crypto reporting, Gather hands off seamlessly to a specialist form. The complex stuff gets handled – you stay focused on the return.

"

Accountants don't exist to chase clients for information and bounce emails back and forth. Gather takes that pain away – so there's more time to do the work that actually helps clients.

– The team behind Gather
500+
Clients processed each year through our data collection workflows
10
Pilot spots available – free access to Gather until EoFY
0
Integrations to configure, systems to migrate, or client logins to manage
How it works

Four steps. Weeks saved.

From client invite to workpaper – the whole collection phase, automated.

01

Invite your client

One link, one email. Your client opens a branded form that tells them exactly what to provide.

02

They complete the form

Guided prompts, document uploads, smart validation. Nothing gets skipped, nothing gets forgotten.

03

Export the workpaper

When the client submits, Gather generates a structured PDF workpaper ready to drop into your process.

04

You start the real work

Your team opens a ready-to-go workpaper instead of an empty inbox. Compliance begins on day one.

The suite

One suite. Built for practitioners.

Gather is the first in a suite of tools from Client Ready Solutions – each one designed to remove friction from the parts of your practice that shouldn't hurt.

Gather
EoFY data collection & workpapers
Available now
– In development
More practitioner tools coming
Soon
First 10 firms only – free until EoFY

Take the load off this peak season.

Full access to Gather through to EoFY, no cost, no commitment. Paid plans begin 1 July – by then you'll already know if it belongs in your practice.

Claim a pilot spot → Ask a question first