Summa Tech, a specialist in onboarding and client management solutions, has been shortlisted in the Best Tax Technology Product category at the Tolley’s Taxation Awards 2025 for the second year in succession.
Designed to give accountancy firms ‘more time to concentrate on what matters most’, Summa Tech’s platform brings together onboarding, client document exchange and Making Tax Digital (MTD) compliance tools in one seamless solution.
The technology helps firms automate key processes, reduce admin, and deliver a consistent, high-quality service across the full client lifecycle.
With a growing client base that includes several Top 100 firms, Summa Tech is helping reshape how accountancy practices manage client relationships and compliance, using technology to simplify and elevate their tax offering.
Nathan Keeley, Managing Director at Summa Tech, commented: “We’re proud to be shortlisted in the Best Tax Technology Product category. “It’s a fantastic recognition of the work our team is doing to deliver real value to firms managing the demands of modern tax compliance.”
Our focus has always been on creating practical tools that save time, support compliance and ultimately help firms deliver better outcomes and great experiences for their clients.”
Summa Tech is one of just four firms to be shortlisted, reflecting its commitment to practical innovation, user experience and helping firms stay ahead in an increasingly digital tax environment.
The winners of the Tolley’s Taxation Awards 2025 will be announced on Thursday 08 May 2025, at a prestigious ceremony at the Hilton Park Lane, London – celebrating excellence, innovation and impact across the tax profession.
Nathan added: “Being recognised for our work in the tax space is a real honour. As we continue to grow and evolve the platform, we’re excited to keep working alongside ambitious firms to modernise their operations and help drive the profession forward.”