Last week I had the privilege of attending the MGI UK & Ireland Partners, Directors, and Managers Conference 2023 in the beautiful city of Edinburgh…. Read more…
As CEO of Summa Tech, a digital software solutions company, I’ve observed firsthand the complexities and challenges that accountancy firms face in maintaining Anti-Money Laundering
As a technology expert specialising in onboarding software, I’ve witnessed firsthand the transformative impact of an integrated, end-to-end onboarding process in professional services firms. Traditionally,
Summa Tech, a leading provider of practice management enhancements, today emphasises the transformative impact Artificial Intelligence (AI) is having on the accountancy sector. The company
The Gartner Hype Cycle has long been a trusted tool for businesses and investors to gauge the maturity, adoption, and social application of specific technologies.
The importance of Companies House and compliance checks for professional services firms during client onboarding
From ensuring compliance with legal requirements to establishing a strong foundation for client relationships, the onboarding process is a critical phase for professional services firms