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 strategy is our integration with Glide’s workflow management software, a solution designed to seamlessly connect the client onboarding process with ongoing workflow management.
In collaboration with Glide, we recently hosted a joint webinar to showcase exactly how this integration works in practice and how firms are already benefiting from it.
If you missed the live session or would like to revisit the demonstrations, the full recording is available to view here. (Password to view video is 7J@jk4u.)
One of the long-standing challenges for accountancy firms is managing the handover between client onboarding and ongoing workflow.
While onboarding involves gathering essential client data, performing KYC and AML checks, risk assessments, and engagement letters, the information often has to be re-entered manually into workflow systems, an unnecessary duplication of effort.
To simplify this, our integration with Glide ensures a smooth, automated transfer of onboarding data straight into Glide’s workflow system.
As a result, the relevant workflows are activated immediately based on services selected during onboarding, saving time, reducing risk, and ensuring nothing falls through the cracks.
Highlights from the webinar
In the webinar, Dave Bashford demonstrated how Summa Tech’s onboarding platform simplifies client onboarding, from pulling information from Companies House to automating AML checks, risk assessments, and letter of engagement approvals, all tailored to each firm’s specific requirements.
Ben Norwell from Glide then showed how the integration connects seamlessly with Glide, activating recurring workflows without the need for manual setup.
Glide’s dashboards give firms full visibility and control over client work, deadlines, and progress from day one.
The integration ensures consistent, efficient processes across your firm.
Key benefits of the Summa Tech–Glide integration:
- Removes duplication of effort – Onboarding information automatically feeds into workflows
- Saves time and improves accuracy – No need to manually activate services or workflows
- Enhances compliance and governance – Ensures key processes are followed consistently
- Improves client service – Faster onboarding and seamless delivery
- Flexible, scalable solution – No long-term contracts required
Watch the webinar recording
To see the integration in action and learn how it can benefit your firm, watch the full recording of the webinar here. (Password to view video is 7J@jk4u.)
Speak with us to discuss how the integration can support your workflows, or book a demo today.