Private beta · Limited spots
Stop chasing clients for missing information.
Generic checklists ask every client the same questions, so jobs start with gaps and stall halfway. Gatherify reads last year’s return and everything since: emails, calls and documents added to the client’s file. Then it asks for exactly what changed.
Built alongside a practising Australian firm. Works on its own, with support for FYI and Xero Practice Manager.
- Settlement statement for 14 Ross StΔ PROPERTY SOLDSale discussed on a call, 4 Feb
- Income statement from Mei's new employerΔ NEW PAYERMei mentioned a new role by email, 12 Mar
Private health insurance statementNot asked. Already in the FYI file.
The problem
The front of every job still runs on email and memory.
The same questionnaire goes to every client. Answers get checked late. Jobs start, stall, and go back to the client mid-way. And review gets spread evenly across very unequal risk.
- 67.6%
- of firm revenue is compliance work, billed at the lowest rate of any service line ($163/hr).
- 35%
- of jobs sit in work in progress beyond 60 days. The report calls it a workflow problem, not a capacity one.
- 112 days
- average lockup, and WIP is roughly three quarters of it. It's a billing speed problem, not a collections one.
Source: Dashboard Insights, FY26 Benchmarking Report for Australian Accounting Firms (250+ firms).
How it works
Gather, then verify. Before the job starts.
- 01
Read
It pulls all the client's history, including last year's return and every email, call and document added to their file during the year.
- 02
Detect
Works out what changed since last year: a sale, a new property, a new payer, a new entity.
- 03
Curate
Compiles one client-specific Gather request across all their entities, asking only for what's needed to complete the work. It never asks for information you already have.
- 04
Verify
Reviews all information the client submits against the Gather request and confirms it matches what was asked for. If the client uploads the wrong document, they're told straight away, so you don't have to chase them again.
- 05
Deliver
A complete, verified job file, ready for your accountant to pick up and run with.
Why Gatherify
Gatherify AI does the reading. Your team makes the call.
Collecting documents is a solved problem. Knowing what to ask this client, this year, and why, isn’t. That’s the part we built.
Every question shows its working
Each request line carries its source and its reason. Clients see why you're asking, and reviewers can check the logic in one glance.
A person signs off, every time
Nothing reaches a client without passing a review gate. Every recommendation is logged with its source, its confidence, and who approved it.
Built on Australian tax logic
Designed around ATO rules and Australian return types from day one, not adapted from a US checklist.
Works alongside FYI and XPM
It reads what your practice already holds: the client file, emails and calls. It doesn't replace your practice management system, record time, or bill.
The beta
A small beta, run closely with every practice.
Any Australian practice can apply, but spots are limited. Each beta practice works directly with our team: we set up your first jobs with you, check in regularly, and build around what you tell us.
What beta practices get
- Curated intake, verification and risk-tiered review on real jobs
- Hands-on onboarding for your first jobs
- A direct line to the people building it
- A real say in what we build next
On the roadmap
- Time estimates from what changed
- Capacity planning
- Stalled-client alerts
- Multi-entity onboarding
FAQ
Common questions
No. It handles the front of the job: what to ask, whether it came back complete, and how much review the job needs. Preparation and every judgement stay with your team.
No. Gatherify works on its own: your team adds last year's return and the client's documents, and it builds the request from there. If you already use FYI or Xero Practice Manager, connecting them lets Gatherify read the client file, emails and calls directly, so there's less to add by hand. Running something else? Tell us when you apply. It directly shapes which integrations we build next.
Gatherify only reads what it needs to prepare a request, and nothing reaches a client without your team signing off. Every recommendation is logged with its source, its confidence and who approved it. Before you connect anything, we'll walk you through where data is stored and how it's protected.
Apply with your email, name and practice. Successful applicants are contacted by our team. Each beta practice works directly with our team: we set up your first jobs with you, check in regularly, and build around what you tell us.
Beta access is currently free, and applying comes with no obligation. We're accepting a limited number of accounting practices.
Join the beta · Limited spots
Help shape the future of tax and accounting workflows.
Built inside a practising accounting firm, our platform is designed to reduce admin, automate client follow-up, and help teams complete work faster.
- Three details to apply, no obligation
- No client data needed to apply
- Built by an Australian team, for Australian practices