Nathan Keeley, CEO, Summa Tech Almost every conversation I had with practice leaders at Accountex earlier this year came back to the same place –… Read more…
Why manual client onboarding is holding back growing practices Read More »
Summa Tech, the developers of the cloud-based client onboarding tool, Onboarder, has launched its AML checking feature. The new feature, a key part of the
Summa Tech launches AML checks within new Onboarder platform Read More »
A new client signs the engagement letter, relieved to have finally found a firm they trust. Then the emails start. Identity documents, proof of address,
Why the first weeks with a new client decide the whole relationship Read More »
Ask most firm owners this question and you’ll get a pause before the answer.
Client onboarding is something that every firm has to do, but it often slows down the initial client experience. You take on a new client
How to choose the right client onboarding platform for your accountancy firm Read More »
Every UK accountancy firm has to perform Know Your Client (KYC) checks. Most do, but few do it in a way that would survive a
What is KYC and why does it matter for UK accountants? Read More »
