15/06/2026
After months of development, testing, and refinement, we are excited to officially introduce Summit.
Summit is DCA's newly developed Estate Tax Services Platform, built entirely from the ground up to support estate administrators, fiduciary professionals, attorneys, executors, and stakeholders involved in the deceased estate environment.
Over the years, one challenge has consistently surfaced within the industry:
Obtaining real-time visibility over estate tax matters.
Too often, estate administrators are required to send emails, make phone calls, and request updates simply to determine the status of tax submissions, SARS queries, outstanding requirements, and DEC applications.
Summit was developed to solve this problem.
The platform provides:
✔ Real-time visibility of estate tax instructions and progress
✔ Centralised communication and document management
✔ Enhanced reporting and operational oversight
✔ Improved collaboration between DCA, estate administrators, and stakeholders
✔ Greater transparency throughout the estate tax process
Summit has been designed to provide clients with greater visibility, control, and efficiency throughout the estate tax lifecycle.
Most importantly, Summit is provided to DCA clients as part of our service offering, with no subscription fees, licence fees, or user costs.
We believe Summit is one of the first dedicated estate tax workflow platforms developed specifically for the South African deceased estate environment, and we are excited to begin onboarding clients in the coming months.
This project represents a significant milestone for DCA and reflects our ongoing commitment to innovation, service excellence, and supporting the professionals who work tirelessly within the deceased estate industry.
If you work within deceased estates, fiduciary services, legal practice, executor services, or trust administration, we would be delighted to connect and demonstrate how Summit can assist your team.
Explore our demonstration environment:
https://staging.summitcrm.co.za
(Demonstration environment for illustrative purposes. Client-specific access will be provided during onboarding.)