Whether you're onboarding new clients or juggling tax deadlines, Practice Gateway plugs into the tools your team already uses, so you can stop switching tabs and start getting things done.
Submit directly, pull previous data, simplify MTD.
Auto-fill client info via company number.
Trigger AML/KYC checks automatically when onboarding new clients.
Push and pull data with your familiar tools, no duplication needed.
Generate and send Letters of Engagement for secure e-signature in a few clicks.
Auto-create folder structures and store key files securely by client.
Built inside PowerApps and Teams; fully native to your Microsoft environment.
Real-time dashboards embedded directly into the platform for instant insights
Think “done for you” not “DIY setup.”
Tell us what tools
you use
Practice Gateway plugs into the tools your team already uses
We’ll configure
everything
Secure, tailored setup for your tech stack.
You get automation
without the headache
From engagement letters to AML checks and document requests. It all just flows.
You track everything
in one place
Every action, file, and approval. Centralised and prepared for review
Book a quick discovery call, and we’ll show you how seamless integrations enhance your existing tools, improve efficiency, and reduce manual work.
