All integrations

Summa Tech + Karbon

Built by Partner — Streamline client onboarding by automatically creating verified contacts from Summa Tech in Karbon.

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.

What you can do

The Summa Tech + Karbon integration automates client onboarding and record creation to ensure seamless, compliant practice workflows for UK firms. By automatically transferring verified client details into Karbon, your team can eliminate manual data entry and maintain an up-to-date, risk-reduced client database.

  • Auto-Populate Client Records: Automatically transfer comprehensive client details from Summa Tech into Karbon, including contact info, Partner/Manager assignments, year-end dates, and tax IDs (UTR, VAT, NI, Company Registration).
  • Streamline Onboarding for UK Firms: Accelerate client setup between systems with a frictionless, automated workflow that removes duplicative administrative tasks.
  • Maintain Verified and Compliant Data: Ensure all newly created Karbon client profiles stem from Summa Tech’s verified onboarding process, complete with required KYC, AML, and credit security checks.