Partenaire
Summa Tech
Summa Tech builds software that fills gaps in the practice management systems of professional services firms.
Aperçu
Summa Tech builds software for professional services firms, such as accountants and solicitors. The company says it helps these firms fill the gaps in their practice management software, so they can work more productively and streamline their workflows.
Its offerings include Client Onboarding, Letters of Engagement, a Client Portal for exchanging documents securely, and Ongoing Due Diligence to support KYC and AML compliance across the client lifecycle. Summa Tech also provides a Desk and Car Park Booking system for firms with hybrid teams, MTD bridging software that helps clients without MTD-compatible software meet their VAT obligations, and Sage Intacct services. Onboarder is presented as a separate product.
Summa Tech says it has made partnerships with a number of software providers so it can pass their services on to clients at a discounted price. The company’s site introduces its leadership as Nathan Keeley, CEO and Founder, and David Bashford, CTO and Founder, and offers demos to firms that want to see the software in action.
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