Summa Tech helps accountancy firms create branded, professional proposals — with configurable pricing, e-signature, AML compliance tracking, and client management, all in one platform.
Stop juggling spreadsheets and Word documents. Summa Tech gives your firm a unified, professional platform to win and retain clients.
Drag-and-drop proposal creation with dynamic pricing tables, service packages and real-time calculations.
Clients sign proposals digitally in seconds. Legally binding, audit-trailed, and completely paperless.
Centralised client portal with AML compliance tracking, engagement history and custom notes.
Build flexible rate cards, recurring packages and ad-hoc services tailored to each engagement.
Track proposal views, acceptance rates, revenue pipeline, and win ratios in real time.
White-labelled proposals that match your firm's logo, colours and typography — every time.
No training required. Most firms send their first proposal within the first hour.
Add your logo, branding, and service offerings in minutes.
Pick services, configure pricing, and personalise for each client.
Deliver via link or email and get notified when it's opened.
Convert accepted proposals to invoices automatically.
Don't just take our word for it — here's what real accountancy firms are saying.
"Summa Tech transformed how we onboard clients. Our proposal acceptance rate jumped from 58% to 89% in the first quarter. The e-signature feature alone saved us 6 hours a week."
"The branded proposals look incredibly professional. Clients comment on how polished everything feels. We went from Word documents to a system our whole team loves."
"AML tracking and proposal management in one place is a game-changer. The analytics dashboard gives us visibility we never had before. Highly recommend for any modern firm."
No hidden fees. No long-term contracts. Cancel any time.
Loading plans from Stripe…
Join 400+ accountancy firms already winning more clients with Summa Tech. No credit card required.
✓ 14-day free trial · ✓ No credit card · ✓ Setup in 10 minutes