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

A changing digital world

After decades of relative stability and standardisation in working practices, the world of accounting is encountering a period of transformation. Clients want access to information and advisory services on demand. New regulations centred around ‘Making Tax Digital’ mean processes are mandated to be digitised

To remain relevant, practices need to enhance their services to be more advisory based as opposed to compliance only (which should be fully automated where possible) whilst managing an increasing reliance on technology to remain compliant and satisfy client expectations. 

All three drivers have one thing in common, the seamless access to compliant, tailored and relevant information on demand. A capability hampered today due to back-end systems that are siloed, outdated and poorly integrated.

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

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

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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.

The common business problem

The traditional accountancy practice is hindered by a legacy of overly manual processes, underpinned by outdated, siloed systems that fail to provide the insight required. Such legacy working practices increase the administrative burden on both accountants and clients alike, with repeated data requests and conflicting solutions being required to provide the secure data exchange demanded.

This means that accountancy firms will struggle to satisfy the UK Government’s regulatory drive towards the digitisation and automation of book-keeping services without increasing the dependency on clients to provide required data in the format required. Accountancy firms that fail to embrace this change will 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.

Built on Microsoft Dynamics, we have created a front end portal for clients to enter their information, which then triggers a robot to input that information into the back end system, for the accountant to then pick up and interact accordingly with the client. Practice Gateway removes the need for a middle man – the accountant no longer needs to collect all the information from their client, chase them 2-3 times with emails to get the relevant information, and then spend hours manually entering the data into their systems. 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, so chasing records, reminding the client, typing in the data, etc...

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.

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

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