One connected platform for firms, clients, and businesses.

Summit Digital Innovations is building software that brings together bookkeeping, CRM, secure document exchange, payments, e-signature, tax workflows, and AI support into a cleaner, easier business operating system.

Development Roadmap

Phase 1

Summit Books

Bookkeeping, chart of accounts, banking, invoices, vendors, customer management, financial reports, payments, sales tax support, and secure invoice payment links for small businesses.

Phase 2

Core CRM and Client Portal

Client portals, document access, task management, appointment workflows, communication tools, and firm-facing dashboards designed to expand the platform for accounting firms and business clients.

Phase 3

Automation and AI Assistance

AI-assisted interviews, document review, bookkeeping suggestions, tax workflow guidance, and practical automation designed to reduce repetitive work.

Phase 4

Expanded Firm Operating System

Additional tools for payments, recurring invoices, secure file storage, client onboarding, e-signature, reporting, and future tax preparation workflows.

For Accounting Firms

  • Client workflow tracking
  • Document collection and e-signature
  • Client communication and scheduling
  • Practice management tools

For Small Businesses

  • Bookkeeping and reports
  • Invoices, customers, and vendors
  • Banking and transaction review
  • Payments and sales tax workflows

Access your account

Use the secure login page if you have already been invited to the platform.

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