Onboarding clients shouldn’t slow your accountancy firm down
Stop drowning in paperwork and compliance checks – Start onboarding clients in hours
Summa Tech Onboarder is the plug-and-play onboarding solution built for small accountancy firms. Simple, compliant and scalable as you grow.
We know that:
New client sign-ups take too long.
Compliance checks are complicated and inconsistent.
Data gets duplicated across systems, creating errors and wasted time.
For smaller firms, this means lost productivity, frustrated clients and slower growth.
Our simple solution
Summa Tech Onboarder takes the hassle out of onboarding with:
One centralised platform – track every client’s journey in one place.
Built-in AML and KYC checks – stay compliant without extra admin.
Automated engagement letters & renewals – no more chasing paperwork.
Scalable pricing – start small, add users as you grow.
Plans that fit your firm
Why accountancy firms choose us
Here are some of the reason that many small firms use our onboarding platform:
Save hours of admin per client
Keep compliance simple and stress-free
Easily scalable at the click of a button
Connected to leading AML solutions
Create a smooth first impression that clients love
Stop getting frustrated with outdated client onboarding processes that are disjointed, rigid and slow you down, get your clients up and running sooner.
You only pay for what you need and can adjust your plan as your business grows.
If you don’t want to sign up today.