All clients
Summit CPA
● ActiveAccounting · David Park · dpark@summitcpa.com
Plan
Spark
$399/mo
MRR
$399
recurring
Created
Mar 2, 2026
tenant id: cli_summit_cpa
Integrations
3
connected systems
Survey responses
Onboarding answers
Company profile
Company
Summit CPA
Industry
Accounting
Size
1-10
Website
—
Primary contact
David Park
Tech stack
CRM
—
Project management
—
Communication
—
Cloud
—
Existing AI tools
—
AI readiness
Technical maturity
—
Data infrastructure
—
Team familiarity
—
Use case priorities
—
Integrations
Systems to connect
—
API availability
—
SSO
—
Data sources
—
Security & compliance
Regulations
—
Data residency
—
Audit logs required
No
Frameworks
—
Team & access
Users
—
Departments
—
Training preference
—
Budget & timeline
Plan
Spark
Timeline
—
Success metrics
—
Communication preferences
Primary contact method
—
Update frequency
—
Custom requirements
Special needs
—
Priority features
—
Deal-breakers
—
Usage this month
Live tenant stats
AI calls2,150 / 8,000 (27%)
Seats6 / 8 (75%)
Playbooks run
38
Integrations
3
Quick actions