Deceased Estate Tax Administration, Simplified
Summit is DCA Group's CRM system for managing the complete tax administration lifecycle of deceased estates. From initial registration and SARS compliance through to final distribution.
Access Dashboardsummitcrm.co.za/admin
Summit
CRM
Estates
Tasks
Clients
Contacts
Documents
Users
ACTIVITY
Notifications
Document Requests
Audit Logs
/DashboardN
Dashboard
Total Staff
21
Total Clients
144
Total Estates
42,553
Total Files
655,318
Estates Received
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
42,553+Tax Filings Managed
SARSCompliant Workflows
Real-timeStatus Tracking
Role-basedAccess Control
Built for every step of estate tax administration
A structured, compliant workflow from initial intake to final closure.
DashboardTotal Staff
21
Total Clients
144
Total Estates
42,553
Total Files
655,318
Task Categories
Instruction Received
In ProgressIncome Tax
Client Info RequiredeFiling Profile Access
Pending AuthorisationEstates Received
A
M
J
J
A
S
O
N
D
J
F
M
Clients1–10 of 144
Meridian Capital BankYes
Strauss Schindlers Inc.Yes
Crestbridge Fiduciary Services (Pty) LtdYes
Notifications
SARS deadline approaching — Van der Berg
2h ago
Overdue task — Nkosi Estate
5h ago
New document uploaded
Yesterday
Van der Berg Estate
StatusActive
ExecutorS. Mokoena
Filed3 Jan 2026
Tasks3 / 7
Tax Team4
Accounts Team8
Operations Team12
Clients144
Multi-Stakeholder Coordination
Keep Tax, Accounts, and Operations teams aligned with clients — with role-based access ensuring each party sees only what they need.
23SARS
18Overdue
31Documents
Automated Notifications
Receive proactive alerts for approaching SARS deadlines, overdue tasks, document requests, and escalation flags.
For DCA Group staff and registered clients only.
© 2026 DCA Group. All rights reserved.