LB Group 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 firm of chartered accountants and business advisors, with offices in Ipswich, Colchester, Stratford, Chelmsford, and more recently expanding its operations to Halstead, Sidcup and Harlow.

To meet the firm’s growing needs, Tanya Johnson, Group Business Support Manager at LB Group, was tasked with finding a scalable solution that could streamline operations across all offices and ensure consistency in their client onboarding processes and provide an excellent client experience.

After evaluating various options, Tanya was introduced to Summa Tech’s software, client onboarding system and client portal software:

“Recently, our processes have been completely manual, and we needed to ensure our processes were consistent and that could scale with us,” Tanya explained.

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We have chosen Summa Tech’s client onboarding system as it will streamline and automate a number of our time-consuming manual processes into a single, efficient process.

The system is designed to allow the user to walk through a series of easy to follow steps, inputting data just once to set up all relevant fields for both automatic transfer into our practice management system, and to satisfy AML requirements.

We have found the Summa Tech team to be very knowledgeable of our requirements, easy and accommodating to work with, and proactive in finding solutions to any technical difficulties concerning linking to our existing systems.

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, Monahans has grown to seven office locations, offering a broad range of specialised services. In their pursuit of innovation and efficiency, Monahans embarked on a transformative journey with Summa Tech to address specific operational challenges.

The seeds of the partnership between Monahans and Summa Tech were sown in February 2019 with the use of Summa Tech’s MTD bridging tool. This collaboration deepened in August 2023, focusing on a customised Desk Booking software to enhance office functionality in their Trowbridge office.

Monahans faced significant challenges with desk utilisation and underutilisation of car parking spaces. Simon Tombs, Managing Partner at Monahans, said: “We realised that our office space and parking facilities were not being used to their full potential, which led us to seek a digital solution.”

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Paula Nurse, Client Service Director, at Carpenter Box, said, “We’ve been using Summa Tech’s onboarding software for a few years now. It’s been a lifesaver for how we operate. Before using this technology, we would have to manually onboard clients, which could be quite a task. You’d have various paper documents that were stored in different areas and need multiple checklists to make sure everything was done.”

The onboarding tool has provided a solution for better team communication by allowing employees to see how the process is progressing.

“Knowing where the team are with putting the onboarding documents together and the information that they’re waiting for and where they’ve got to, just makes it a whole lot easier with this software.”

The software has been a massive time saving for both the firm and its clients, helping to boost efficiency.

“Because everything is in one place, it speeds up our processes a lot, it can save me alone up to 2 hours of work per client”, said Paula.

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After experiencing continual frustration, inefficiency and lack of clarity with previous accountants, I was delighted to find Carpenter Box had a seamless, easy to use system without any of the confusion and overwhelm of filling in complex and time-consuming paperwork. Becoming a client was a straight-forward, simple process and took hardly any time before I was up and running with them.

I’ve been really impressed with the ease of communication, particularly with the online document exchange portal where I can easily see a summary of accounts, my statements and it’s clear if there are any outstanding actions such as documents I need to approve, or invoices to pay. I am able to feedback my thoughts and feel I am listened to when I do.

As someone who is quite new to technology, I have found the CBX system really easy to navigate and I haven’t experienced any issues with it in the years I’ve been using it.

I have also seen improvements over the period I have been using the tools and look forward to future enhancements.

Your continued support is much appreciated and if I can be of any further assistance please don’t hesitate to email or call me at any time

Carpenter Box’s partnership with Summa Tech focuses on a combination of services including a client portal, desk booking and an end to end onboarding solution.

Before working with Summa Tech, the company faced a much longer and complicated onboarding process. Erin Pinhorn, Executive Assistant at Carpenter Box, said: “Previously, we would have to fill out a new client form on our central software, which sometimes meant doubling or even tripling up information and it was never a super quick process as we’d often run into delays.”

Responding to these challenges, Summa Tech developed a bespoke Client onboarding solution. This tool enables all related client data to be uploaded in one piece of software, allowing both employees and clients to access the data in a centralised location to ensure all client information is accurate.

“It’s definitely sped up the process from both our side of things and the partners’ side of things. They can see everything without having to ask anyone for an update by clicking on their onboarding to see any of their clients starting to be onboarded themselves.

“It’s enabled us to save about 20 minutes per .”

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