Gatherly for teams like yours

An AI Assistant for Accountants

Deadlines, documents, and a flood of client email. Gatherly keeps the inbox under control so you don't.

Sound familiar?

  • Client email volume spikes hard at deadline season
  • Chasing missing documents and signatures
  • Routine replies eating hours you don't have
  • Follow-ups slipping when you're heads-down

What Gatherly does for you

Triage & smart folders

Client mail sorted by urgency and type automatically.

Document chasing

Drafts the follow-ups for missing docs so you don't forget anyone.

Drafted replies

Routine responses written in your voice, ready to approve.

Daily brief

What needs you today, surfaced each morning.

Frequently asked questions

Will it help during tax season specifically?

That's exactly the spike it's built for — triage and follow-up tracking keep you on top of volume.

Is it secure for financial data?

Secure OAuth, no password access, no data sold, Limited Use compliant.

What's the cost?

Free to start; $19.99 NZD/month for uncapped Gatherly Plus.

Keep reading

Get your time back

Start free — connect your email and Gatherly gets to work in minutes. No credit card required.

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