Summa Tech

You don’t have to wait for a full moon to transform your practice management… Our software provides all the tools you need to ensure that your firm runs smoothly, including: 🦇 Client onboarding 🦇 Client portal 🦇 Desk and carpark booking 🦇 MTD Bridging Software Don’t trick yourself into doing everything manually – sign up for a demo to see how our software can help you: https://lnkd.in/eEju3iCw #ClientOnboarding #SaaS #PracticeManagement #UKAccountants 

Meet Nathan Keeley, Summa Tech’s CEO and Co-Founder! Being both ACCA and ACA qualified, Nathan has years of experience in the accounting sector under his belt. This first-hand knowledge has been a key driver in the development of our practice management software, targeting the areas that hold accountants back the most. Find out more about Nathan here: https://lnkd.in/eW6sS82J #SaaS #AccountingSoftware #UKAccountants #MeetTheTeam

Our onboarding platform has a new addition! We have recently launched a letter of engagements feature as part of our existing onboarding platform. With this new addition, you can: 📝 Streamline the onboarding process start to finish 📝 Customise and automate client engagement letters 📝 Stay compliant while saving time and money 📝 Create a seamless onboarding process Interested in finding out more? Sign up for a demo today: https://lnkd.in/ersp8Pxd #Onboarding #EngagementLetter #Onboarding #SaaS 

Frustrated by mistakes in your practice management? Inconsistency and disorganisation in your firm’s processes can make errors not only common, but incredibly likely. These errors can not only prove costly for you, but costly for your clients too… That’s where our software comes in. From initial engagement letter to ongoing due diligence, our software helps you to standardise, simplify, and streamline your firm’s processes. Ready to get started? Get in touch for a free demo today: https://lnkd.in/eEju3iCw #SaaS #PracticeManagement #ClientOnboarding #EngagementLetter #DueDiligence

Shopping for a simple solution for your practice management? We provide everything you need to streamline the way you run your accounting firm! This includes: 🛒 Client onboarding 🛒 Client platform 🛒 Desk and car park booking 🛒 MTD bridging Ready to go on a shopping spree? Contact our team today for more information: https://lnkd.in/eEju3iCw #PracticeManagement #SaaS #UKAccountants 

Are your clients still using more ‘traditional’ accounting software? With Making Tax Digital rolling out for more businesses and individuals, getting your clients compliant is vital. Getting clients onto compliant software can be difficult, especially when they are stuck in their old ways… That’s where our software comes in! Our Bridging Software allows your clients to become MTD compliant without the hassle of manual data entry or swapping to a new system. Want to find out more? Contact our team today: https://lnkd.in/eEju3iCw #MTD #MTDCompliance #SaaS

Want to give your clients a warm welcome? A smooth onboarding process not only improves your workflow, but also elevates your client relationships! Providing this positive first impression can boost your firm’s reputation for how you handle clients. Interested in finding out more? Contact our team today: https://lnkd.in/eEju3iCw #Onboarding #SaaS #ClientRelationships #Accounting

Has your firm stuck with hybrid working? With 65 per cent of employees in the financial sector satisfied with their hybrid working arrangements, making sure your firm can handle the logistics is key. We offer a Desk and Car Park Booking System to help you manage the space and resources your office provides. Read Zoë’s insights here: https://lnkd.in/e3rC3Qg4 #HybridWorking #PracticeManagement #FinancialServices

How do you manage resources in your office? As hybrid working becomes the norm for many professional firms, managing desk space, meeting rooms, and equipment can be tough, often leaving staff without the adequate space and resources to come into the office. Our desk booking system can help you manage your resources, allowing staff to reserve their space ahead of time and avoid unnecessary stress! Interested in finding out more? Talk to our team today: https://lnkd.in/eEju3iCw #DeskBooking #HybridWorking #PracticeManagement 

Ready for a smoother onboarding experience? 🎟️ Our software can fill the gaps in your existing practice management software, so nothing goes off the rails. Make a good first impression by saving you and your clients time and effort. Contact us today: https://lnkd.in/eEju3iCw #ClientOnboarding #PracticeManagementSoftware #UKAccountants #SmootherOnboarding