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About SummaStack

Every firm deserves technology that works as hard as its people.

SummaStack brings together two of the most trusted names in accounting education. Our aim is to give every firm, from the sole practitioner to the multi-office practice, the clarity to choose, run and keep improving the software behind its work.

Why SummaStack? The name honors Luca Pacioli's Summa (1494), the first printed guide to double-entry bookkeeping and the book that earned him the title “father of accounting.” Summa means “the sum”: every tool your firm relies on, added up in one place.

Who we are

Built by the profession, for the profession

  • CalCPA

    The leadership the CPA profession needs for change and the knowledge and connections you need for what’s next.

    Since 1903, the California Society of CPAs has worked to increase the value and protect the integrity of the CPA profession. As the largest statewide CPA association in the nation, it educates, advocates for and connects the accountants who keep California's businesses and communities running.

    Serving the profession since
    1903
    Largest statewide CPA association in the U.S.
    No. 1
  • CPAacademy.org

    Your Gateway to Expert Accounting Education

    The largest free provider of continuing professional education for the accounting profession. Live webinars every day on tax, accounting standards, practice management and technology keep CPAs, EAs and bookkeepers current, at no cost.

    Members
    500,000+
    CPE credits issued
    10 million+

Why we joined forces

The profession runs on software. Choosing it shouldn't feel like a gamble.

Firms spend weeks weighing tools they can't try, sorting vendor pitches from word of mouth. A wrong pick costs months of migration, frustrated staff and hours that should have gone to clients.

CalCPA and CPAacademy.org joined forces to change that. Together we're set on equipping every firm with what it needs to run its operations today and keep improving them tomorrow, with the profession's own voice behind every recommendation instead of a vendor's.

What we're building toward

Where we're headed

Recommendations that know your firm

We aim to suggest the most relevant apps for your firm's profile, size and current stack, and to get sharper with every rating firms share.

A directory you can trust

Our goal is a curated marketplace of the best tools for accounting firms, with detailed profiles, honest reviews and transparent ratings.

Insight from firms like yours

We're working toward showing how apps fit together and which stacks firms of your size and focus rely on.

A profession that decides together

We want every review to come from a real firm, so each firm's experience helps the next one choose with confidence.

Where we are today: picks are chosen by our editors, and scores start from their judgment. They become fit ratings as firms rate the apps they use. How recommendations work

Our promise

Independent, from day one

  • No paid placement

    Payment or sponsorship never moves an app up a list or changes its score.

    Learn more
  • Vendors don't grade themselves

    A vendor's own reviews and ratings of its products never count.

    Learn more
  • No guessing

    When we don't know something about a product, we say nothing rather than fill the gap.

    Learn more

Get in touch

We'd like to hear from you

Questions about SummaStack, a product you'd like listed, a listing that needs fixing, or an idea for working together. Send us a note and someone from our team will reply by email.

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SummaStack
FeaturesHow it worksMarketplaceExpertsAbout
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