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

Testimonials
What Users Say
Partners

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

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

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