Summa is not your grandpa’s accounting and bookkeeping firm. Our cloud ecosystem allows us to work with clients from coast to coast, in a virtual environment.

How do we do it?

Starting with a customized, flat fee monthly plan, you'll gain access to smart cloud accounting software, support from our friendly chartered accountants, and all the professional accounting and bookkeeping services your business needs.

Collaborate with your Summa team through our client file-sharing portal.

No more taking the shoebox full of slips to your accountant – save time by simply snapping a picture of your receipts through intelligent cloud applications on your smartphone.

Ready to see how?

For a free consultation, contact us today.

For a free consultation, contact us today.

Our Cloud Technology Stack:

Xero – Cloud Accounting Platform

Log in online anytime, anywhere on your Mac, PC, tablet or phone and see up-to-date financials

Run your business on the go

Use our mobile app to reconcile, send invoices, create expense claims and view reports – from anywhere

Get paid faster

Xero cloud accounting allows you to send online invoices to your customers, quick and easy – your customers can pay the invoice conveniently by clicking the “Pay now” button.

Reconcile in seconds

Xero imports and categorizes your latest bank transactions allowing us to reconcile your bank in seconds.

Understand your real-time cash position

Know how you’re doing financially with daily updates from your bank accounts and credit cards.

Collaborate with your accounting team

Collaborate with us in real-time. Give your staff access to the areas they need to do their job.

Protect your business data

Xero backs up your data and protects it with multiple layers of security including industry-standard data encryption and secure data centres. Xero also offers a two-step authentication as an additional layer of protection for your files.

Customizable Dashboard

See the information you want to see, at a glance, on your desktop, or mobile device, on-demand

Hubdoc – Cloud Document Management

You receive a lot of financial documents in the form of receipts, invoices bills and statements. With Hubdoc you can:

Snap & send paperwork

Link your accounts for automatic delivery

Forward invoices from your inbox

Convert it all into usable data – automatically have your documents fetched for you, no more data entry and it syncs with Xero.

When connecting your accounts, your recurring bills and statements will automatically be retrieved by Hubdoc and will be added to your secure account in the cloud. Hubdoc uses OCR technology to analyze your receipts and invoices to extract the data that is needed.

Wagepoint Certified

Wagepoint – Cloud Payroll Platform

Payroll is mission critical to your business, and we totally get it!:

Employees Paid by Direct Deposit

Automatic CRA remittances

Year-end T4’s and T4A’s

Electronic Records of Employment (ROE) – sent directly to Service Canada

Secure Online Employee Portal – access to pay statements and year-end T4’s and T4A’s

Contractor payments

Modernize Your Accounting Today!

We are your one source, cloud based, accounting partner.

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