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
Automating Letters of Engagement: The key to smooth onboarding Read More »
Summa Tech shortlisted again for SaaS Provider of the Year at 2025 International Accountancy Awards
Summa Tech has been shortlisted for SaaS Provider of the Year for the second consecutive year at the International Accountancy Forum & Awards. The shortlisting
Summa Tech shortlisted for Best Tax Technology Product at Tolley’s Taxation Awards 2025
Summa Tech, a specialist in onboarding and client management solutions, has been shortlisted in the Best Tax Technology Product category at the Tolley’s Taxation Awards
Summa Tech shortlisted for Best Tax Technology Product at Tolley’s Taxation Awards 2025 Read More »
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,