Summit CRM

Deceased Estate Administration, Simplified

Summit is DCA Group's purpose-built platform for managing the complete tax administration lifecycle of deceased estates — from initial registration and SARS compliance through to final distribution.

Access Portal
summitcrm.co.za/admin
Summit
CRM
Clients
Contacts
Estates
Tasks
Documents
Users
ACTIVITY
Notifications
Document Requests
Audit Logs
/Dashboard
N

Dashboard

Total Staff
20
Total Clients
144
Total Estates
8
Total Files
0
Estates Received
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
4000+Tax Filings Managed
SARSCompliant Workflows
Real-timeStatus Tracking
Role-basedAccess Control

Built for every step of estate administration

A structured, compliant workflow from initial intake to final closure.

Dashboard
Total Staff
20
Total Clients
144
Total Estates
8
Total Files
0
Task Categories
Instruction Received
In Progress
Income Tax
Client Info Required
eFiling Profile Access
Pending Authorisation
Estates Received
A
M
J
J
A
S
O
N
D
J
F
M
Clients1–10 of 144
Aarninkhof AttorneysYes
ABSA BloemfonteinYes
Aquila TrusteesYes
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
Client144

Multi-Stakeholder Coordination

Keep Tax, Accounts, and Operations teams aligned with clients — with role-based access ensuring each party sees only what they need.

23
SARS
18
Overdue
31
Documents

Automated Notifications

Receive proactive alerts for approaching SARS deadlines, overdue tasks, document requests, and escalation flags.

For authorised DCA Group staff and registered clients only

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