Automation has for too long been plagued with the consensus that it is complex and complicated, whether that be it is too difficult to install or will take jobs away from staff. 

It is often met with resistance from employees and clients alike who assume that the technology will be hard to adapt to, and that all processes will have to be automated. But these are all from the rumour mill.

Automation in fact has the power to make better value out of staff, by allowing them to do what they do best and are trained to do, with manual data input reduced.

Putting automation into action with Practice Gateway

BKL, a leading accountancy practice in London, has been advancing with technology and decided they needed to change and revive their tax processes. Before looking to automate, BKL found that some of their clients did not provide data in good time for tax season, had last minute calls which lead to a lack of standardised data through misinformation, and staffing supply issues that did not match demand or quality. All a reflection of the industry taking a limited approach to innovation.

Enter in Practice Gateway. A unique, single portal designed for every interaction between client and accountant. The implementation of Practice Gateway has been a game-changer for BKL by making the tax return process much easier. Now information chasers are automated into Practice Gateway and sent out to clients. This has relieved a huge burden of manual work from staff. Advisors at BKL have freed up time to be bespoke with clients when they are not spending time sending chasers, which is better value for customers who receive more time and professional expertise from their accountant.

The one-stop portal ensured that onboarding was easy for all (both employees and clients) as there was no juggling multiple platforms. This, with the high-level integration Practice Gateway has with other software providers, meant that BKL had standardised and accurate data input into all the systems across the business.

As for the rumour of perceived complexity, BKL found their employees and clients adapted to the new technology with complete ease, and training was not daunting. The best bit of Practice Gateway for them was choosing what works for them both individually, and across the wider tax team. Not everything had to be automated; they could simply blend it into their tax process system in a way that suited them.

The uncovered truth of automation

The rapid adaptation to Teams, Zoom, and other digital applications during COVID revealed that people are more ahead of the technology curve than they think, and automation should not be underestimated as being a part of this. Robotic process automation has already transformed the industry in many ways and is proving to enhance the working day for accountants, rather than replace jobs, or complicate processes.

More than ever, the workplace is becoming conscious of the work vs life balance. Tools such as Practice Gateway can be used to rebalance workloads by managing the burden. This is an encouraging trait that many practices are realising, especially when it comes to attracting new talent. Millennials are quickly becoming a huge part of the workforce, and that raises the expectations of technology integration in the workplace. To attract talent, workplaces need to be agile and innovative, which is where automation ticks the box. It’s a win win.

With Making Tax Digital just around the corner, BKL is now in the perfect position to thrive, whilst being one step ahead as a practice. Automation within Practice Gateway has primed them to be industry leaders. So, the truth is that automation is not as scary as it seems. In fact, it looks to be the future of tax.

If you’re looking to level up your tax processes with automation, book a meeting today with our Practice Gateway team.

OTHER NEWS

How to gain a competitive edge through a smart IT budget

In this year's Your Business Magazine, our latest feature reveals what you should be spending your IT budget on in 2022, with 5 key elements to help you reach your business goals. 

READ MORE

6 target areas to keep cyber defences strong and the hackers at bay

Now more than ever, businesses both large and small must proactively maintain their cyber security, to prevent data breaches and the high cost that comes with it. In 2021, there were three times as many ransomware attacks in the first quarter alone,...

READ MORE

Fire up 2022 with these latest Office 365 tips

Office 365. The best of breed, modern workplace, cloud solution. This powerful platform is driving productivity and efficiencies to new levels. Can you imagine hybrid working now without these tools?

READ MORE

The wait is over. Your T-Tech 2021 Wrapped is here.

What a rollercoaster year it’s been for the T-Tech team. What started off a bit bleak in our secluded home offices, turned into a bright and prosperous year with lots to be thankful for.

READ MORE

The business benefits of cloud accounting

In the digital era, it is vital that accountancy firms modernise, in order to keep up with increasing consumer demands. Investing in cloud accounting solutions is an effective way to increase your efficiency and streamline your operations.  

READ MORE

An award winning night for T-Tech at the ITE Awards

In the 12th year of the prestigious European IT & Software Excellence Awards, T-Tech were crowned with the Innovating Managed Service Solution of the Year award. 

READ MORE

Strong IT Systems + Tech Savvy Accountants = Safe, Secure and Satisfied Clients

READ MORE

Level up with Windows 11

The wait is over. Windows 11 has launched today – 5th October – and if you’re on a Windows 10 PC, you are eligible for a free upgrade right now.

READ MORE

Common IT Challenges in the Accountancy Sector

From performing basic accounting functions, to automating repetitive tasks, technology is vital to improving efficiency and productivity within the accountancy sector.

READ MORE

Perfect an Accountancy IT Strategy with Document Management

The most complimentary things we hear accountants say about their practice’s Document Management system are: “It's all right” & “It does the job.” Read on to learn why and how this must change.

READ MORE

Zoom vs Teams: Tale as old as time, but is there really a winner?

Since the start of the great shift to working from home, we have all become very familiar with two essential collaboration & communication platforms: Zoom and Teams. Naturally, this has led to an obsession of pitting the two against each other in a...

READ MORE

T-Tech ranked for fourth year on Channel Futures prestigious MSP 501 list

For the fourth year running, T-Tech is delighted to be named as one of the world’s premier managed service providers in the prestigious 2021 Channel Futures MSP 501 rankings.  

READ MORE

7 common cyber security mistakes that are easily fixable

Cybercriminals and hackers are always trolling businesses. They exploit common mistakes and flaws to systems, then steal or hold the business ransom. These scenarios are increasing and at an alarming rate, so don’t let your business be an easy...

READ MORE

Your Business Magazine: 5 top tips to solve your IT headaches

In an exclusive feature for 2021's Your Business Magazine, we spill our secrets on the long-term monetary savings and gains in efficiency, when IT is handled by the right people. 

READ MORE

Getting good foundations in with T-Tech

In an exclusive interview with Chris Cairns, partner at Alliotts LLP, Chris reveals what it's like to work with T-Tech as their MSP, how they collaborate across the business, their reaction to Covid-19, and what the future of technology looks like...

READ MORE

From remote to hybrid: the flexible future of work

Hybrid working. Something that was rarely discussed before the pandemic began. Now, hybrid and flexible working is almost a given across most industries. Collaboration is crucial as we move toward the hybrid format, and businesses need to reimagine...

READ MORE