Onboarding and client management specialist, Summa Tech, has achieved a sought-after place on the shortlist of the Best Digital Innovation category of the Tolley’s Taxation Awards 2024!
Designed to provide ‘more time to concentrate on what matters most’, Summa Tech’s innovative solutions deliver a seamless experience to accountancy firms that need something more from their practice management solution.
The team behind Summa Tech have created an end-to-end client journey which collates different onboarding processes and makes engaging with tax work efficient for its clients and theirs.
A pioneer in the digital accounting space, the firm now counts a number of Top 100 firms among its client base – proudly delivering an industry-leading service that includes onboarding, client management, MTD software and ongoing support.
Nathan Keeley, Managing Director at Summa Tech, said: “We’re incredibly proud of the work that we do and what we can achieve for our clients and for those that they work with.
“We know that Tolley’s recognises the best in the industry, so it’s a big honour for us to be shortlisted alongside a number of other excellent and innovative firms.
“It’s a reflection of not only the value that we can offer to clients but the genuine need that we address by making the onboarding process and client experience more efficient and conducive to a great working relationship.”
The firm is one of just eight innovators on the shortlist, reflecting its cutting-edge solution and dedication to client communication, partnership and providing a seamless service.
Winners of the awards will be announced on 16 May 2024 at a glamorous presentation ceremony, hosted at the Hilton London Metropole – providing an excellent opportunity for celebration and collaboration between some of the leading minds in the industry.
Nathan finished: “The whole team is excited to be recognised for what we’re achieving for clients, but we have no plans to stop here.
“As we continue to innovate and build bespoke solutions for forward-thinking accountancy practices, we’re proud to be working with our clients to help drive achievement and work towards a more efficient sector.”