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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.


Ready to transform your tax compliance and client interactions like Evelyn Partners?
Discover how Practice Gateway can drive efficiency, enhance client satisfaction, and support a seamless digital transition. Contact us today to schedule a personalised demo and see the difference it can make for your firm.
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