Engagements
Each piece of client work with its own reference, time and bill.
Summon for Accountants & bookkeepers
Every engagement billed, every hour counted.
Open an engagement for each client, record time against it, and bill by the hour, a fixed fee or a monthly retainer. Clients book meetings themselves and pay online.
Made for Accountants & bookkeepers
The work of your trade, built in.
Not someone else’s system with the labels changed — the tools accountants & bookkeepers actually run on, from the first booking to the money in the bank.
Time to bill
Hours recorded against the engagement become the invoice.
Retainers
Monthly bookkeeping charged on the client’s saved card.
Your console
It speaks your trade.
Accountants, not waiters. Services, not menus. Every screen uses the words you use, from the sidebar down — and only shows the work you do.
- Your team
- Accountants
- What customers browse
- Services
- Your work
- Engagements
- Today
- Services
- Engagements
- Bookings
- Money
The apps it comes with
Installed from the day you open — and out of the way until you need them.
Add when you’re ready
- EngagementsPaid add-on
- Matters & projectsPaid add-on
- Customer accountsPaid add-on
And what every Summon business gets: card, tap and QR payments, a business account your sales sweep into the same day, team cards, instant payouts and a storefront of your own.
Open today. Paid the same day.
Choose your trade when you sign up and the console arrives set up for it. Run a café or a shop alongside? Add it as another part of the business, any time.