Plugging the gaps in your client relationships
Your clients are your most valuable assets – so it’s well worth investing the time into maintaining good client relationships. However, gaping holes in your… Read more…
Automating Letters of Engagement: The key to smooth onboarding
Onboarding is often an unnecessarily complex process. All too frequently, errors and delays lead to client frustration and disengagement. That’s why automating Letters of Engagement
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Summa Team – Dave Bashford
This month, meet Dave Bashford, our CTO & Founder. Dave brings a wealth of experience to Summa Tech, with over 17 years spent at leading
How Monahans revolutionised office efficiency with Summa Tech’s bespoke Desk Booking system
Monahans, a prestigious firm of chartered accountants and business advisers in the Southwest, were founded in the 1890s. With a commitment to serving local communities,
Streamlining onboarding and workflow processes – Summa Tech’s integration with Glide
At Summa Tech, we are always focused on helping accountancy firms improve efficiency, visibility, and control across their client journey. A key part of that
Streamlining onboarding and workflow processes – Summa Tech’s integration with Glide Read More »
Transform your client onboarding process with Summa Tech’s Karbon integration
Is your client onboarding process as seamless and efficient as it could be? For many large firms, onboarding is a critical yet often complex process
Transform your client onboarding process with Summa Tech’s Karbon integration Read More »