Automatic population of client data. When a new client is created or an existing one is linked, critical client data will automatically populate in Karbon including:

• Client name
• Partner and Manager responsibilities
• Physical and legal addresses
• Email
• Phone number
• Company Registration, UTR, VAT and NI numbers (where applicable)
• Company year-end date

This automatic transfer of data removes manual and duplicative data entries, making it much more efficient to manage client records between systems.

Verified clients. With Summa Tech's end-to-end onboarding platform that performs crucial security checks such as KYC, AML, and credit checks, you can stay more compliant and reduce risks in your client database.

About Summa Tech

Summa Tech is built by a team of accountants to eliminate the onboarding frustrations of the profession. Its client onboarding software enables accounting firms to plug the gaps in their existing systems by utilising the latest cloud technology and integrations to automate many of the time-consuming tasks within a practice.

Summa Tech's suite of systems alongside Karbon can immediately enhance productivity and efficiency within your organisation.