Onboarding clients is painful.
We make it simple and hassle-free.

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Whether your accountancy firms need a bespoke onboarding solution for complex workflows or a ready-to-go platform perfect for smaller firms, Summa Tech helps you onboard clients faster, stay compliant and start new work sooner.
Services

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

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Onboarding

Bespoke onboarding solutions for larger accountancy firms with complex, individual processes and high compliance needs.Explore Bespoke Onboarding »
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Onboarding in a Box

Out-of-the-box onboarding platform for smaller firms. Fast, compliant, and ready to go – no dev team required.See the Ready-Made Platform »
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Client Portal

Secure client portal for messaging, document sharing and e-signatures.Learn About the Portal »

Paula Nurse – Carpenter Box and Summa Tech

Founded in the 1920s, Carpenter Box has grown into an award-winning firm of chartered accountants and business advisers based in the South of England. What… Read more “Paula Nurse – Carpenter Box and Summa Tech”

Monahans and Summa Tech

Monahans, a prestigious firm of chartered accountants and business advisers in the Southwest, were founded in the 1890s. With a commitment to serving local communities,… Read more “Monahans and Summa Tech”

Tanya Johnson – Affinia

Affinia is a leading top 75 chartered accountancy services firm based in the East of England, London and the South East. They are a fast-growing… Read more “Tanya Johnson – Affinia”

Erin Pinhorn – Carpenter Box and Summa Tech

Carpenter Box, an award-winning chartered accountant and business advisers in the Southeast of England, were founded in the 1920s. with a commitment to building strong… Read more “Erin Pinhorn – Carpenter Box and Summa Tech”

Partners

With our years of experience in the software industry, we have made partnerships with a number of software providers.

Fathom
Tugger
ApprovalMax
Caxton
Telleroo
Mimo

Contact us today and we can find out which
software is best suited to your practice.

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