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Evelyn Partners, a leading wealth management and professional services firm based in London, implemented Practice Gateway in December 2020 to enhance efficiencies, improve client experience, and transition to a secure, digital environment for document and data sharing. Initially used for private client tax work, the platform now spans multiple service lines. 

 

Problem/Challenges:
Evelyn Partners faced a trio of challenges: streamlining tax return preparations, fostering a user-friendly client experience, and fully transitioning to a digital, paperless environment. Efficiency gains were crucial as manual data entry and disparate applications strained resources and slowed processes. Furthermore, ensuring a secure platform for document sharing and compliance was critical to meet clients' growing expectations for digital solutions. The firm needed a modernised approach to seamlessly manage and track client interactions, tax returns, and compliance across various tax services, including international tax obligations and employee mobility.
 

Solution:
David Rogers, Head of Tax Compliance at Evelyn Partners, explained how Practice Gateway was initially introduced to address these challenges in private client tax work. Initially rolled out to a small group, its user-friendly and secure platform was well-received and subsequently adopted across various service lines. Key features such as document uploading and 'Gift Aid on the Go' tracking were incorporated to ease client interactions. Moreover, an internal "super user" group was established for training and collecting feedback, leading to continuous platform improvements through frequent updates.

Natasha Karp, Director of Employer Solutions, noted that Practice Gateway’s capacity to support corporate clients with global mobility tax services was particularly impactful. Clients could securely upload information and monitor their tax return status, and plans are underway for innovative business traveler tech to assist employers in tracking compliance.

Divyah Suresh, a Tax Data Analyst at Evelyn Partners, underscored the benefits of Practice Gateway from a practitioner's viewpoint. Clients, once made aware of the platform's secure document upload and automated filing features, quickly adopted the system. The platform was piloted in select offices before a comprehensive rollout, complete with training and support materials to ensure staff were well-prepared to utilise and maximise its features.
 

Impact:
Since implementing Practice Gateway, Evelyn Partners has seen a 70% reduction in the time spent on tax return preparation. Clients have reported heightened satisfaction due to the platform's user-friendly and secure nature. The firm's move towards a digital-first approach has drastically reduced paper-based processes. Continuous feedback from users has led to regular updates that keep the platform responsive to evolving client needs. David Rogers highlighted how Practice Gateway allowed the firm to compete against larger industry players, while Natasha Karp and Divyah Suresh emphasised the improved client experience and streamlined processes.


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“Communication is great. When a DR event occurred, the confidence from senior-level engineers and team leaders to resolve the issue was very reassuring. The reaction from T-Tech was great and they had all hands on deck.”

Tax Partner, Grunberg & Co

“We don’t hear any noise from our staff about support tickets not being addressed. The Service Desk engineers are attentive and solve any urgent issues we have in a timely manner.”

Senior Partner, Grunberg & Co

“I really don’t have many issues, and when I do need help, the team are really responsive. You guys are brilliant.”

Senior Account Manager, T-Tech

“We are excited about the future of our relationship with Grunberg & Co. Their enthusiasm toward growing with technology makes our partnership strong and aligned.”

IT Manager, Software Radio Technology

"T-Tech understand our business requirements and provide us with consultancy and strategy input that contribute to customer retention and business growth. Their knowledgeable staff guide us through projects ensuring that technology is aligned to business objectives."

Senior Partner, Solomon Taylor & Shaw

"Like many companies we were unsure about a move to the cloud. But all we have noticed since the move is how much more efficient the business is. There was no disruption during our working hours and we have increased our billable working time due to the decrease in technology downtime."

Senior Partner, Solomon Taylor & Shaw

"Like many companies we were unsure about a move to the cloud. But all we have noticed since the move is how much more efficient the business is. There was no disruption during our working hours and we have increased our billable working time due to the decrease in technology downtime."

Managing Partner, BKL

"We are impressed by the professionalism of T-Tech. They are able to understand our business requirements and provide solutions which contribute to keeping the company efficient and competitive. Their knowledgeable staff guide us through complex projects and all the skills are available to make any system or process transition smooth."

Partner, Raffingers

“We were apprehensive to embark on such a large project to move all our servers to Azure, but we had no issues due to the extensive planning and great support we had from the T-Tech team. We now have the benefit of truly being able to work from any device with no risk to our servers as they are not on site. Our security has now improved, and the systems are a lot more stable which is needed with over 100 users working from all over the world.”

Managing Partner, Family Law Group

“Before T-Tech, we were having issues with IT on a daily basis. In a quick time period, T-Tech turned things around. Within a matter of months, the firm’s IT changed from being a source of daily complaint and frustration to no longer being the first item for discussion at the monthly management meetings. The improvement to the firm’s day to day IT functioning has not only been remarkable, but in fact has enabled the firm to adapt to change at a far quicker pace than had previously been the case.”

Director of Tax Technology, Evelyn Partners

The responsiveness of T-Tech has been paramount to us getting particular components added to Practice Gateway at our firm. What we have needed most in development terms is always listened to.

Managing Partner, Scrutton Bland

“Scrutton Bland has achieved a lot in the last 6 months, compared to the last three years. We chose T-Tech to do a practice review with the intention to deliver on a number of projects, due to their industry expertise and where they sit in the marketplace. Our previous IT team did not have relevant sector experience leading to the consideration of solutions that weren’t relevant to our sector. We needed to look to restore faith in our IT leadership. T-Tech came to us with recommendations and improvements on trusted solutions that have worked for other professional services firms. We are really pleased with the decision to work with T-Tech, and they have already delivered on major projects in a way that suits our practice.”

Partner, Alliotts LLP

“Unless your job in the firm is IT then you cannot physically do it. It is so complicated, so fast moving, and quick changing that you can’t keep up. You then have no choice but to use a Managed Service Provider. An MSP needs to be people you respect, who you get on with, as it is a personal relationship. It needs to be with people who understand your business and your business needs – we have this with T-Tech.”

Director of Support Services, Bletchley Park

"Our interaction with T-Tech goes further than IT support – their consultancy led approach has delivered us gains across the business and revenue to the bottom line. We have a clear 3 year IT plan and strategy, which helps us deliver significant business benefits on a regular basis. T-Tech have helped us improve our IT resilience and helped identify ways for our team to work more efficiently."

IT Manager, Searchlight

“T-Tech have provided a fantastic service and are very efficient.”

IT Partner, Saffery Champness

“We’ve achieved exactly what we wanted to, which was to allow T-Tech to run the IT Service Desk service so that we can focus on the business. It has given us a lot of time back and allowed the staff who moved to T-Tech to have a new lease of life in their careers. A lot of our challenges around recruitment and retention have also gone! It’s good to know we’re in safe hands.”

Team Leader, CCM

"More of our colleagues’ time will be freed up to focus on other critical business needs such as data cleansing and addressing anomalies and exceptions"