Summa Team – Zoë Jackson
This month, meet Zoë Jackson, our Sales Enablement Lead. Zoë joined Summa Tech in October 2023, bringing over 25 years of experience in sales and… Read more…
Introducing our latest integration with Glide, enhancing our onboarding solutions
We are always innovating to deliver the best onboarding solutions for our clients. That is why we are excited to announce our new integration with
Introducing our latest integration with Glide, enhancing our onboarding solutions Read More »
Letters of engagement enhance our fast-growing onboarding platform
Following on from our ongoing due diligence software, we are pleased to announce the launch of a new letters of engagement tool within our onboarding
Letters of engagement enhance our fast-growing onboarding platform Read More »
Ongoing due diligence feature added to support accountants’ KYC and AML compliance
We’re delighted to announce the first of our two new exciting additions to our practice management software. Ongoing due diligence Recognising the ongoing challenges that
Ongoing due diligence feature added to support accountants’ KYC and AML compliance Read More »
The future of client onboarding: How AI and Smart Automation are making life easier for accountants
By Nathan Keeley, Co-Founder of Summa Tech The accounting profession is undergoing rapid transformation, driven by technological advances that can streamline how firms operate. For
Thought of the month: Accountants need to prioritise communication and due diligence
When was the last time you really took the time to check in with your clients?
Thought of the month: Accountants need to prioritise communication and due diligence Read More »