Skip to main content

Introduction

Practice Gateway is a secure, user-friendly digital portal designed to streamline client engagement and tax workflows. Built on Microsoft Power Platform and enhanced with robotic process automation, it enables seamless access via Azure Active Directory — no separate login required. The platform offers automated client onboarding, customisable dashboards, specific risk assessments, document storage, built-in e-signing, and real-time data syncing with your tax software. Key features include intuitive management of tax returns, document approvals with reminder scheduling, a visual calendar, secure messaging, and deadline tracking with scheduled reminders. Clients can submit and view tax information, interact with advisors, and access documents based on role-based permissions. Additional modules support US tax submissions, calendar-based location tracking, and AML compliance through a robust KYC process integrated with SmartSearch and Adobe Sign. Practice Gateway ensures confidentiality and efficiency, empowering clients with a modern, transparent experience.

With all this functionality in mind, we understand it can be challenging to stay on top of every feature and update. That’s why we provide regularly updated User Guides—each one tailored to specific topics, complete with visuals and step-by-step instructions that any user can follow with ease. These guides are designed to help you get the most out of Practice Gateway, whether you're new to the platform or exploring its latest enhancements.

note

Not all user guides may be applicable for your organisations and may slightly vary due to personalisation or other uniques adjustments.

User Guides

Welcome to our comprehensive user guides. These guides will help you get the most out of our platform with step-by-step instructions and practical examples.

Available Guides​

Additional Information

  • Getting started tutorials
  • Feature walkthroughs
  • Common workflows
  • Tips and tricks