Services

Services

Less admin • Less hassle
More time to concentrate on what matters most

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Client Onboarding

A one-stop shop for all your client onboarding needs. Our innovative tool allows your firm to process new clients efficiently while remaining compliant and reducing your overall workload.Discover more »
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Client Meeting Platform

Connect4 from Summa Tech is an innovative client meeting platform that allows client-centric firms to deliver outstanding client meetings time and again.Discover more »
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Client Platform

A central, secure location for firms and their clients to upload and exchange documents in a speedy and efficient manner.Discover more »
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Desk Booking

This tool allows staff to book desks and car parking spaces in real-time. This allows firms to maximise desk utilisation for their hybrid workers.Discover more »
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MTD Bridging

A piece of software for accountancy firms which will help your clients who do not have MTD compatible software meet their VAT obligations.Discover more »
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