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 Glide, a workflow management platform that complements and enhances our existing onboarding systems.
This integration allows us to bring even greater efficiency, visibility, and control to your onboarding process, ensuring your firm is always operating at its best.
Elevated onboarding with Glide’s capabilities
By integrating Glide into our onboarding solutions, we have created a seamless system that offers unparalleled clarity over client workflows.
Glide’s dashboards provide extreme levels of visibility across the practice, flagging emerging service-level issues before they escalate.
This gives you the confidence to deliver consistent, high-quality service from day one.
Tailored workflows and automation
With Glide’s advanced features now integrated into our systems, onboarding becomes even more customisable and efficient.
Glide’s highly configurable flow diagrams allow you to create tailored processes that reflect your practice’s unique needs.
Automation tools streamline repetitive tasks, such as requesting or chasing information, helping you speed up turnaround times while maintaining accuracy and professionalism.
Seamless integration with your existing tools
The Glide integration expands the versatility of SummaTech’s onboarding solutions by connecting with your existing systems, including CCH, Digita, Practice Engine, Xero, and Companies House.
Two-way API integration, along with Zapier and Make support, ensures data flows effortlessly between platforms, reducing manual work and errors.
Optimise resource management with Glide’s features
Glide’s visual staff planner adds a new layer of efficiency, allowing you to plot workloads, identify idle time, and manage capacity with ease.
For firms that require time tracking and billing, Glide’s Time add-on seamlessly integrates into the onboarding workflow, providing additional functionality for practices that need it.
Simplified, smarter onboarding for our clients
This partnership brings together SummaTech’s expertise in onboarding solutions with Glide’s advanced workflow tools, ensuring a smoother, faster, and more reliable experience for your clients and team alike.
From reducing bottlenecks to optimising resources, the integration sets a new standard for onboarding excellence.
Ready to see how our onboarding solutions can work for your practice? Contact us today to learn more about how SummaTech and Glide can transform your client onboarding experience.