If there’s one process your firm should get right, every single time, it’s client onboarding.

First impressions count and onboarding sets expectations and lays the foundation for your long-lasting client relationships.

Getting it wrong can lead to miscommunication and delays in communication,  and generally a poor first impression.

That’s why Karbon’s Summa Tech integration is so exciting—it’s set to transform client onboarding for accounting firms across the UK.

Karbon’s mission has always been to simplify and streamline work management for accounting firms.

Partnering with Summa Tech aligns perfectly with our vision, offering our customers an even more comprehensive and efficient toolset that helps to fill the gaps in existing technologies.

Summa Tech’s onboarding tool, which already facilitates KYC, risk assessments and credit checks in a unified process, can now integrate client data directly from Karbon. This synergy promises an efficient and seamless user experience.

The integration also capitalises on Summa Tech’s existing collaborations with Companies House and third-party verification tools like SmartSearch and CreditSafe. This means firms can enjoy an enhanced onboarding experience for both staff and clients.

This integration is poised to revolutionise how accountancy firms onboard their clients.

Summa Tech CEO, Nathan Keeley, is excited about what this partnership will bring to Karbon and Summa Tech’s mutual customers, he said:

“Integrating with Karbon is a natural progression for Summa Tech. Our goal has always been to streamline complex processes, and this partnership is a testament to that commitment. And it’s more than just a technological advancement; it’s about creating a more cohesive, efficient, and user-friendly onboarding experience.”