Deceased Estate Tax Administration, Simplified.
Summit is DCA Group's specialist platform that streamlines every step of the estate tax process — from intake to final submission and SARS compliance.
Everything an estate practice needs, in one place
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.
Reporting & Records
Generate accurate accounts and reports, and keep complete records for every matter.
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
- Automated calculations and forms
- Real-time status updates and visibility
- Role-based access and permissions
Ready to see Summit in action?
Request a demo and see how Summit simplifies deceased estate tax administration.