PRACTICE GATEWAY: BUILDING A BRAND NEW WORLD FOR ACCOUNTANTS

The Digital Front Door for Clients and Accountants

The Digital Front Door for your Customers & Practice​

"Having proudly been involved in the development of this product, I can say: it works!”

Tax Director, Top 50 Accountancy Firm

What is Practice Gateway?

  • A single portal for unifying everything in one place while interacting between accountant and client from beginning to end
  • Clients can conduct HMRC submissions, make payments, securely access documents, run AML checks
  • Integrates with CCH, Digita, and other key accounting software
  • Built on Microsoft and BluePrism cloud
  • Improves the client experience
  • Allows more time for accountants to deliver advisory work rather than the manual burden of data entry

T-Tech have built a single, unique solution: the digital front door, Practice Gateway.

The common business problem

  • Traditional accountancy practices are hindered by a legacy of overly manual processes
  • Underpinned by outdated, siloed systems that fail to provide the insight required
  • Increased administrative burden on both accountants and clients
  • Repeated data requests
  • Conflicting solutions being required to provide secure data exchange
  • Struggle to satisfy UK Gov regulatory drive towards digitisation and automation of book-keeping services
  • Accountancy firms failing to embrace change face an increasing service gap and faltering client experience

Revolutionize your practice

As we surge into the digital age, accountants are generally motivated to make a change. There has been a cultural shift, where we are seeing firms leaving behind traditional practices, and embracing more efficient tools to manage data and make processes easier. An efficient and quality service to clients is important to accountants, which is making more and more firms realise that they need to move forward with technology.

Practice Gateway

  • Built on Microsoft Dynamics
  • Front end portal for clients to enter information, which then triggers a robot to input that information into the back end system
  • Accountant then picks up the information and interacts accordingly with the client.
  • Removes the need for a middle man
  • This solution is built so that the client can put in the information themselves, and then the robot will mimic the tasks that typically the accountant would do.

Why do you need Practice Gateway?

Effectively we are using the robots and the pool of resources to mimic what people do, so the client can do more. There may be some worry from the accountant that clients may see this as a way of asking to charge less, or that their jobs will be taken away. But essentially this isn’t about replacing humans or making services cheaper. The future of work is that the basic tasks will be done by one resource, meaning high level tasks can be done by the accountant.

It’s not about paying less, but about driving the relationship between client and accountant. It’s important for the accountant to deliver a quality service to their client, and being given the time and resources to do so will change their relationship for the better.

The latest features

As Practice Gateway continues to evolve, and we look to drive better results and efficiencies, we’ve added some incredible new features to the existing functionality. The accountant and customer experience are about to get much better. Say hello to:

  • Anti-money laundering checks seamlessly integrated with Smart Search, for the KYC process. Whilst this was previously a manual process using multiple tools, now it is fully automated within Practice Gateway.
  • Document sharing and approval with DocuSign integration for every department. Clients now have a single location for the onboarding process, sharing personal tax details, and approving any form of document all in a secure location.
  • Deep integration with Digita (alongside existing CCH integration).
  • Status reporting dashboards for both client and accountant.
  • Complete sections visibility, and affirmation text for users.

Want to learn more about Practice Gateway and the automation opportunities it brings? 

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