Practice Gateway

Welcome to Practice Gateway, the ultimate Android app designed exclusively for accountancy practices like yours! This is a demo application with test data and limited functionality to demonstrate the product. With over a decade of experience in serving the accountancy industry, we are proud to present a revolutionary piece of software built on the power of RPA (Robotic Process Automation) and AI (Artificial Intelligence), providing you with a seamless and efficient way to interact with your valued clients. This would usually be white labelled and branded alongside your company guidelines. Streamline Your Processes with RPA and AI: Say goodbye to manual data entry headaches! Our cutting-edge automation technology takes care of data entry through robotics, saving you time and effort so you can focus on what truly matters - delivering exceptional services to your clients. One Central Hub for Client Interactions: No more scattered conversations and lost information! Practice Gateway offers a secure, centralized location for all your client interactions. Easily access client data, messages, and documents from one place, ensuring smooth collaboration and effortless communication with your clients. Enterprise-Grade Software for Midmarket Accountancy Practices: Built to cater specifically to midmarket accountancy practices, Practice Gateway brings you enterprise-grade software with all the essential tools and features you need to excel in the industry. From data management to client engagement, weve got you covered. Unparalleled Industry Knowledge and Expertise: With our deep industry knowledge and sector-specific solutions, Practice Gateway understands the unique requirements of the accountancy market. Weve worked closely with accountants like you to develop a comprehensive understanding of your needs, ensuring that our app meets all your professional demands. Join the Practice Gateway community and take your accountancy practice to new heights of efficiency, collaboration, and success. Download our iOS app now and experience the future of client interaction firsthand! Please note: Some features may require an additional subscription to unlock their full potential. What’s New: Were excited to introduce the latest features in Practice Gateway that will enhance your workflow and simplify tax management. Heres whats new: Intapp Integration: Seamlessly transfer data between platforms with our new Intapp integration. Say goodbye to manual data entry and experience a smoother workflow. Tax Info Request Form: Tax info requests made easy! Our dynamic form sections streamline the process, and advisors and clients can now take notes effortlessly within the platform. Complete US Tax: Personal tax clients with US tax obligations can now breathe easy with our dedicated feature for completing US tax return forms. Simplify the tax filing process and stay compliant. Document Collaboration: Collaborate in real-time with one-click access to documents in SharePoint. Working together has never been more efficient. Document Security: Your documents are in safe hands. Weve introduced robust document security features, allowing you to customize permissions based on your departments requirements. Document Signing: Our new "sign document" option in the approvals section empowers your accounts team to digitally sign documents seamlessly in the background. No more paperwork! Secure Messaging: Exchange confidential information without any worries. Our secure messaging feature ensures your communications are protected. Clients can easily enable or disable this feature to suit their preferences.