From ID checks to tax documents, LOEs to AML — Practice Gateway is built to support your onboarding or tax workflows, giving your team one place to collaborate, approve, and stay compliant, without chasing paperwork or switching between portals or using unsecure ways to share sensitive data
Still chasing emails for sign-off? That’s hours lost every week and risk added with every client.
What used to take hours now
happens while you grab a coffee.
Online doc viewer
E-signature via
DocuSign/Adobe
Final file drops
into SharePoint
Whether it’s onboarding, tax prep, or compliance checks, you need to know where everything stands. Practice Gateway gives you one clear view of what’s in, what’s signed, what your teams are working on and what needs your attention, You can be assured that your firm is more compliant, secure and creating the right impression for your clients from day one.
Stop spending time chasing for information and approvals, and reallocate that time to providing valuable advice, give your clients a platform to encourage self-service when they need to access old records, but still be able to tailor the experience where you want to.
You’re juggling multiple clients and internal teams. Practice Gateway makes it easy to request uploads, share the right access, and keep work moving, without digging through inboxes or having to constantly follow up.
Every ID check, signature, and upload is time-stamped and locked down automatically. Practice Gateway gives you a complete audit trail you can rely on, without chasing files or building it manually after the fact. See the files that need your attention and know the ones that don’t are taken care of.
Onboarding clients or filing tax returns? We make it easier to save hours and stay compliant.
Collect What You Need Without Constant Reminders
Request documents with secure upload links and built-in checklists. The platform reminds clients automatically when something’s missing, so nothing gets held up in inboxes.
Review, Sign, and Approve
Collaborate with your team, send for eSign, and track every step in one place. From internal comments to signed LOEs, everyone’s working from the same version.
Store Smart. Share Securely.
Documents are automatically sorted, shared with the right people, and stored in your Microsoft environment, not across inboxes.
Stay Compliance-Ready by Default
Every upload, signature, and approval is logged and time-stamped, no extra admin needed.
No red flags. No loose ends. Just baked-in security that works in the background.<
Files are encrypted from upload to archive
GDPR-ready and ISO 27001-aligned, right out of the box
Hosted on Microsoft’s trusted cloud
Every click, view, and signature is automatically logged
On average, firms who switch to Practice Gateway save 12–15 hours per client project and significantly reduce compliance risk by consolidating documentation, signoffs, and audit trails in one secure place.
Your clients aren’t waiting. Your competitors aren’t either.
Don’t let manual admin, email threads, or compliance gaps slow you down.
