Automate onboarding and tax workflows. Reduce client delays, ensure compliance, and win back billable time. Fully integrating into your existing systems.
Smart KYC/AML checks built in via SmartSearch.
Reduce onboarding time by 5x with automated reminders and client-friendly forms.
New customer request 
Client uploads docs
Read by AI
Automated checks
AML, KYC, SmartSearch & Companies House
Automatic LOE creation
Populating your apps
AI-powered document extraction and auto-entry.
Integrates directly with HMRC, CCH, IRIS & more.
Automatically pulls in prior-year data
Pre-filled forms and AI document extraction
Automated validation checks
Upload, verify, and categorise client tax info in seconds
Digitally signed documents, secure and fast submissions
Used by top UK accounting firms, from independent practices to large organisations - Practice Gateway helps teams work faster, smarter, and with greater compliance.
Why Practice Gateway ExistsModern accounting firms are held back by fragmented legacy software, manual admin, causing inconsistent client experiences. Practice Gateway was built to fix that.
Practice Gateway is a platform designed with your firm’s branding that offers a seamless experience for clients and accountants alike.
Practice Gateway is a platform designed with your firm’s branding that offers a seamless experience for clients and accountants alike.
Practice Gateway is a platform designed with your firm’s branding that offers a seamless experience for clients and accountants alike.
We've removed the need for transcribing client data into our tax software, freeing up valuable time for our advisors. The automated filing process also eliminates time-consuming tasks, especially during the busy January period.
David Rogers
Head of Tax Compliance, S&W
56+ Integrations
Cut the Complexity. Keep the Performance.
Whether you’re onboarding multiple new clients or managing hundreds of tax returns, Practice Gateway keeps your firm running efficiently, with less admin, better oversight, and more time for valuable work.
Know What’s Happening. Always.
Track every client, task, and deadline. Dashboards to display progress, identify tasks that need to be completed, and inform clients about the current status.
Measure Progress, Spot Issues, Boost Profits.
Spot bottlenecks before they cause delays with real-time reporting.
Power BI dashboards display performance trends, so you can scale what works.
AI Driven Capabilities that Automate the Admin.
AI takes care of admin – from chasing documents to rekeying data and automated submissions to HMRC. Let your team focus on advice and delivery, not follow-ups and form-filling.
Protect Your Data with Enterprise-Grade Security.
Bank-level encryption, role-based permissions. Stop sending sensitve data over unsecure emailand use enterprise grade security to keep your data protected.
Know Your Customer, At All Times.
With automatic rechecks, and AI driven document scanning. Seamless client experience and speed to LOE signature. Every step is tracked, time-stamped, and fully traceable.
Findings Based on Practice Gateway’s User Insights and Customer Feedback
0% less
onboarding admin
0% less
effort on tax prep and submission
0k+ hours
saved chasing documents and
missing client info
0k+ hours
saved organising and accessing
documents
0k+ hours
saved through AI-powered
automation
Book a short discovery call and together we can explore the best solution for your firm.
