Client onboarding platform, Summa Tech, has been named a finalist at the Tolley’s Taxation Awards 2026 for its third consecutive year.
Building on its shortlist position in 2025, this latest recognition for the Best Tax Technology Product category reflects a year of significant growth for the fast-growing technology firm.
Judges were impressed by the business’s innovation, as it continues to evolve into a comprehensive digital solution supporting tax and accountancy firms across the full client lifecycle.
Over the past year, Summa Tech has expanded the scope of its platform beyond onboarding to support ongoing due diligence, Letters of Engagement and enhanced client risk monitoring.
This shift directly addresses the increasing regulatory and operational pressures faced by firms, particularly around Anti-Money Laundering, Know Your Customer requirements and workflow transparency.
The platform enables accountancy firms to streamline processes, reduce administrative burden and maintain a high standard of client care, while ensuring compliance is embedded throughout their journey, not just at the point of onboarding.
With a growing client base that includes many Top 100 firms, Summa Tech continues to support practices with complex client portfolios by providing a configurable and integrated solution that adapts to the needs of modern tax professionals.
Nathan Keeley, Managing Director at Summa Tech, commented: “We are delighted to be named a finalist once again in the Best Tax Technology Product category.
“To be recognised in consecutive years is a testament to the progress we have made and the continued commitment of our team to delivering meaningful innovation for the tax and accounting profession.
“We are also excited about what is coming next. We have been working on new developments that will soon make our technology accessible to a much broader range of firms, so that they too can raise standards across the profession.”
Summa Tech is one of a select group of firms recognised in the category, highlighting its role in shaping the future of tax technology through practical innovation, user-focused design and a deep understanding of the challenges facing modern accountancy practices.
The winners of the Tolley’s Taxation Awards 2026 will be announced at a ceremony in London on Thursday 14 May, which will celebrate excellence across the tax profession.
To find out more about Summa Tech, please visit www.summatech.co.uk
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