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… Read more…
Streamlining onboarding and workflow processes – Summa Tech’s integration with Glide Read More »
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 »
Earlier this month, the Summa Tech team had the pleasure of attending the Alternative Accountancy Tech Summit 2025, held at the stunning Wyboston Lakes Resort
Summa Tech at the Alternative Accountancy Tech Summit 2025 Read More »
Professional services firms are increasingly swapping traditional, paper-based processes for new, innovative technology solutions. Embracing new technology can bring tremendous benefits, but it can also
The challenges of implementing new technology – and how to overcome them Read More »
As accountants, the scope of your role extends beyond balancing books or analysing finances. Your interaction with clients involves understanding their needs and guiding them
The Strategic Role of Onboarding Software in Enhancing Accountants’ Soft Skills Read More »
More and more companies are ditching paper and are opting for tech-based alternatives to different processes. I for one have been a massive advocate of
Transitioning your firm to become paperless in 2025 Read More »
