Streamlining Operations at Lewis Golden

Operating for over 70 years, Lewis Golden has been based at the heart of Marylebone in London, helping clients and the community for generations. They combine decades of experience with a global outlook and a forward-thinking approach. Starting with accounting and tax practice the firm now also provides a wider range of personal and business advisory services.

The Goal

Lewis Golden had a goal: keep up with the rising costs of staff, processing financial data and other services such as tax returns efficiently, without compromising their customer service and reputation. They knew that investing in technology and innovation was the key to staying competitive, but they didn’t want to pass on costs to their valued customers.

Lewis Golden required a cutting-edge solution that could automate their operations and tasks, as well as integrate with their current systems and platforms.

The Solution

Lewis Golden implemented Practice Gateway to streamline the onboarding process of their clients, integrate their existing systems, and create a single view portal for clients, where they can access, manage, and share their data and documents.

Practice Gateway is a centralised hub of compliance, connectivity, and productivity. Also known as the digital front door, Practice Gateway is the single location for every interaction between accountants and their clients, from beginning to end. The portal is built on Microsoft, utilising robotics to automate processes and fully integrated into a firms Microsoft tenant, so no client data leaves the practice’s environment.

With a huge focus on customer satisfaction, Lewis Golden started with the private client module to handle the needs of their high-net-worth individuals and families. Next was the KYC and corporate tax modules that complied with the regulatory requirements and optimised their operations.

The Result

A great benefit of using Practice Gateway for Lewis Golden is its flexibility. The entire practice could use Practice Gateway for signing and sharing documents, whilst only certain teams got access to the relevant modules.

Lewis Golden’s clients now also enjoy self-service capabilities, while automation has increased their team's productivity by eliminating tedious data entry tasks and endless chasing the client for information. This shift allows them to focus on assessing tax positions and the transparency of data trails for oversight and governance. Overall, these changes have complimented their outstanding service quality and operational efficiency.