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The Digital Front Door for Clients and Accountants
 
The Digital Front Door for Clients and Accountants
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"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 tax software for accountants

  • 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

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

The common business problem

 

      • Legacy accounting systems and manual processes limit efficiency, visibility and business growth.
      • Administrative workloads continue to increase for both accountants and clients.
      • Repeated requests for financial data create delays and frustration.
      • Disconnected systems make secure document sharing and client collaboration more difficult.
      • Meeting HMRC's digitalisation and automation requirements can be challenging with outdated technology.
      • Firms that fail to modernise risk falling behind competitors and delivering a poor client experience.

Revolutionise your practice

Accountancy firms are increasingly adopting technology, automation and digital tools to improve efficiency and deliver a better experience for their clients. As the sector evolves, modern IT support and automation solutions are becoming essential for firms looking to support growth and stay competitive.

T-Tech helps accountancy firms embrace digital transformation through specialist IT support, technology consultancy and automation solutions. By reducing time spent on manual tasks, we help firms focus more on client relationships, advisory services and business growth.

Practice Gateway

  • 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?

Practice Gateway helps accountancy firms automate time-consuming administrative tasks, allowing teams to focus on higher-value client work. The app optimises the client onboarding process, data collection and practice workflows, helping firms improve efficiency, reduce manual efforts which creates more capacity across the business.

Rather than replacing people, automation supports accountants by taking care of routine processes so they can spend more time providing strategic advice and building stronger client relationships. This helps firms deliver a better client experience, improve service quality and increase the value they provide to their clients.

Want to learn more about Practice Gateway and how automation can help your accountancy practice operate more efficiently and scale for growth?

 

Book a meeting

As a Tax Payer

You can use Practice Gateway to:

  • Easily and safely send tax information to your trusted accountant

  • Upload and manage personal files and documents

  • Approve or reject documents and letters from your tax advisers

  • Store your private data in a protected system

As a Tax Payer

As a Tax Adviser

You can use Practice Gateway to:

  • Synchronise client data with your other tax software for accountants

  • Integrate with SharePoint to store and access client files

  • Manage document approvals for groups and individuals

  • Implement client-level security to control user access to data

  • Perform complex tasks by leveraging Practice Gateway automation

As a Tax Adviser

As an Accountancy Practice

You can use Practice Gateway to:

  • Simplify business processes by automating data transfer and management

  • Define email notifications for any data transactions

  • Create a “single source of the truth” from disparate systems

  • Configure Power BI reports to expose business insights

  • Expand your capabilities with modules for KYC checks, power of attorney delegation, and more.

As an Accountancy Practice

Interested in seeing how it works? Sign up for a free demo by one of our technical experts.

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