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Personal Tax Solution for Accountants

Complete tax returns in 75% less time, without the need to keep chasing clients for data 

Practice Gateway, or, as we like to call it, the digital front door is the single location for every interaction between accountants and their clients.

Practice Gateway is a single portal for unifying everything in one place while interacting between accountant and client from beginning to end.

 

The portal is built on Microsoft Dynamics and Power Apps, using Robotics Process Automation to automate the processes and fully integrated into your Microsoft tenant, so no client data leaves your environment.

 

The portal seamlessly integrates with other accountancy applications and software, eliminating worries about having other disparate software. This solution has bought a lease of life to the industry, where many are hindered by manual data entry and processes.

Single, personalised view from anywhere, on any device, for both clients and accountants – on the go

Practice Gateway portal

Benefits

For Accountants

Receive client information, and submissions to sign off on tax returns, accounts, KYC, audits

View the status of jobs and workflows

Manage document approvals for groups and individuals

Sync data with other practice systems and software

Customise for clients based on what you want them to see and be asked to do

For Your Clients

Pay accounting bills and safely submit information and records in a consistent and single package format

Upload and manage personal files and documents

Pay HMRC directly through the portal


Approve or reject documents and letters from accountant

Login via mobile with photo data capture features

Save over 500 hours

during a busy tax season

Deliver up to 10%

margin into the tax department

£10,000 cost saving

by reducing team stress and overtime

Key Stats

Same day tax return

submissions

Increase tax advisor

capacity by 500%

Gain 1 month

payback ROI

Find out more in our Case Study

Packages

Package 1

Includes: 

  • Personal Tax Portal 

  • Gift Aid on the Go 

  • Document Approval 

  • Pay Bills Online (simple integration with existing platform) 

  • SharePoint Integration 

  • Single Sign-on 

Minimum of 1,000 users required. Additional bundles available in 500 user increments. 

Enquire for pricing

1

Package 2

Includes: 

  • KYC 

(Requires a SmartSearch subscription) 

Enquire for pricing