Deceased Estate Tax Administration, Simplified.
Summit CRM is the specialist software platform that streamlines every step of the estate tax process — from intake to final submission and SARS compliance. Built for fiduciary professionals, accountants and tax practitioners.
Everything an estate practice needs, in one place
A structured, compliant workflow from initial intake to final closure — built around the way fiduciary professionals actually work.
Estate Workflow Management
A guided workflow takes every estate from instruction to finalisation, with nothing missed.
SARS Compliance
Built around estate tax and SARS requirements, with the right forms at the right step.
Document Management
Store, version and control every estate document in a single secure repository.
Task & Deadline Management
Track tasks, deadlines and responsibilities so critical dates are never missed.
Audit Trail
Full visibility and accountability across every action taken on an estate.
Multi-Stakeholder Access
Role-based access keeps Tax, Accounts and Operations teams aligned with clients.
For the firms that administer estates every day.
Summit is built for fiduciary practices, accountants and tax professionals who want to reduce risk, save time and deliver a better experience for their clients.
- Centralised estate management across your entire practice
- Automated calculations and the right SARS forms at every step
- Real-time status updates and full visibility for all stakeholders
- Role-based access and permissions — staff see only what they need
- Proactive alerts for approaching deadlines and overdue tasks
Ready to see Summit in action?
Sign up or request a demo to see how Summit simplifies deceased estate tax administration.