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Onboarding

Frictionless Onboarding.
Fully Compliant.
Built for Accountants.

Eliminate bottlenecks. Speed up client setup. Effective compliance management from day one.

Ditch the manual admin. Practice Gateway automates client onboarding from document collection to KYC and AML. Giving your team back time, and your clients a smoother start.

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Integrates seamlessly with

Safe Messaging
E-sign
Approvals
Notifications
AI data extraction
Liveness check
Safe Messaging
E-sign
Approvals
Notifications
AI data extraction
Liveness check
Safe Messaging
E-sign
Approvals
Notifications
AI data extraction
Liveness check
Safe Messaging
E-sign
Approvals
Notifications
AI data extraction
Liveness check

Onboarding is the most manual part of the client journey.
Practice Gateway fixes that.

Practice Gateway replaces email chains, spreadsheets, and siloed tools with one secure platform that guides clients, tracks every task, and keeps your team in control, while integrating with your practice management system.

Before Practice Gateway

After Practice Gateway

Chasing clients manually

Smart, personalised reminders, tailored to each client

Piecemeal compliance steps

Built-in KYC & AML with audit trail

Scattered emails & document chaos

Everything centralised in a custom branded portal

Delay → Missed revenue

More time for advisory and client-facing work

Work started without onboarding completed

Compliant LOE processes

AML Checks

Automate AML checks and risk triggers to stay compliant and reduce risk.

KYC Automation

Automatically verify client identities, speeding up onboarding and ensuring compliance.

Digitalised Risk Management

Automate risk assessments to stay compliant and minimise exposure.

Templated LOEs

Instantly generate consistent Letters of Engagement, saving time and ensuring accuracy.

Population of Practice Management

No retyping, automate the updating of data in your other systems.

Automate the Admin
That Pulls You Away from Billable Work

  • Digital checklists and pre-filled forms eliminate time-consuming data entry.
  • SmartSearch integration verifies identity and automates compliance.
  • Letters of Engagement issued and signed digitally.
  • Every step is tracked and visible, no assumptions.

Collect Documents Without the Back-and-Forth

  • Clients upload through your branded Practice Gateway Platform
  • Smart reminders prompt clients automatically
  • Messages can be customised to reflect your tone of voice, so every reminder feels personal, not automated
  • Documents are centralised, traceable, and easy to access
  • The result? Less chasing, more progress.

Improved Client Experience (and First Impressions)

  • A modern, intuitive platform that reduces manual work and repeated follow ups
  • A portal that looks and feels exactly like your business builds trust from day one
  • Fewer emails, fewer errors, and a smoother journey for everyone from start to finish

Compliance Built-In,
Not Bolted On

  • Documents, signatures and compliance all in one place
  • KYC and AML checks run automatically as part of the workflow
  • Engagement letters stored securely with a full audit trail
  • Ensure regulatory alignment from the very first interaction

Works With Your
Existing Systems

  • No matter the tools you use, Practice Gateway fits right in
  • Connects with CCH, SmartSearch, IRIS, Quickbooks, SharePoint, and many more
  • Data flows automatically. No manual rekeying or jumping between multiple sources

Reduce onboarding time
by up to 90%

Clients get started faster, with fewer delays, drop-offs, or frustrations. Less time chasing = more time for higher value work & more billable hours.

Built for Your Whole Team
Not Just Ops

Whether you’re leading the onboarding process or supporting it behind the scenes,
Practice Gateway’s solution removes friction across the board.

Onboarding Team

See the Day-to-Day Benefits

Compliance Team

Stay Confidently Compliant

IT Team

See How It Integrates Securely

Leadership Team

Understand the Business Impact

Connect the Tools You Already Use

Secure. Compliant. Trusted.

Hosted on Microsoft Azure with encrypted infrastructure.
Role-based permissions protect sensitive data.
GDPR-aligned and compliance-ready from the ground up.

“We no longer worry about chasing documents or checking compliance – Practice Gateway handles it all.”

Onboarding Specialist,
Mid-Market Firm

Ready to Streamline
Onboarding?

Let’s walk through your current onboarding setup and show you where automation can save time, reduce stress, and protect your firm from risk.

Let’s Talk