Portfolio migration
We export each client's files, historical accounting and tax records and payroll data from your current practice-management software, and verify the reconciliation in a3innuva before go-live.
a3innuva is the a3 · Wolters Kluwer cloud suite built for accounting firms and professional practices: it brings together client portfolio management (a3asesor) and payroll and social security (a3nom) in a single environment for the whole team. At Summum Sistemas we are a Partner of a3 · Wolters Kluwer: we implement a3innuva, migrate your portfolio from whatever practice-management software you use today, and train your team so the change does not slow down the firm's daily work.
a3innuva is the Wolters Kluwer cloud suite built specifically for accounting firms and professional practices: tax, labour and accounting advisers who manage the accounting, tax filings and payroll of a portfolio of clients, not just one company. It brings together the client-portfolio core — a3asesor — and the payroll and social security module — a3nom — in a single cloud environment the whole firm can access from anywhere.
a3innuva should not be confused with a3ERP, the other a3 · Wolters Kluwer product we are also a partner for: a3ERP is the ERP for the accounting, invoicing, purchasing and sales of a single company. If your business needs to manage its own operations, the page you want is a3ERP. If your work is handling the accounting, tax and payroll of several clients from a firm, a3innuva is the suite built for that.
At Summum Sistemas we are a Partner of a3 · Wolters Kluwer. We make sure a3innuva is set up to fit your firm: portfolio migrated, tax forms and series configured, payroll parameters set in a3nom, and the team trained on real cases from your own practice, not the manufacturer's generic manual.
We export each client's files, historical accounting and tax records and payroll data from your current practice-management software, and verify the reconciliation in a3innuva before go-live.
We configure tax forms, invoice series, tax calendars and each client's payroll conditions in a3nom: collective agreement, contract type, social security.
We train the firm's staff using real cases from their own client portfolio, not generic examples from the manufacturer.
We support the first tax filings and payroll runs, and stay available for adjustments whenever regulations change.
a3innuva is built for accounting, tax and labour firms with an active client portfolio: several tax IDs, several tax calendars and, almost always, third-party payroll to manage on top of the firm's own. If your practice already handles the accounting and payroll of several clients using spreadsheets or software you have outgrown, this is a3innuva's territory.
If instead you need to manage the accounting and invoicing of your own single company — not a portfolio of clients — this is not the suite you are looking for: the answer is usually a3ERP for companies with more volume, or Contasol for freelancers and small businesses with lighter needs. We assess this with you before recommending anything.
a3innuva includes the manufacturer's updates for Verifactu (RD 1007/2023), but in an accounting firm the challenge is not just having the module: it is getting it properly configured for every single client in the portfolio, with correct series and cryptographic chaining for each tax ID. We review this client by client during implementation, not generically for the whole firm.
For the upcoming mandatory B2B e-invoicing (Ley 18/2022), we coordinate this work with our Verifactu and electronic invoicing page, built for any company, and apply it client by client inside a3innuva whenever the firm handles that obligation on behalf of its clients.
The operational detail: what we deliver as part of the work and what we keep alive afterwards.
Portfolio management with a3asesor
Files, accounting and tax records for every client of the firm in a single environment.
Payroll and social security with a3nom
Payslip calculation, contracts, sick leave and communication with Social Security (RED/SILTRA).
Migration of your existing portfolio
From your current practice-management software, with verified reconciliation before go-live.
Verifactu configured client by client
Series, chaining and the connection to the tax authority reviewed for every tax ID in the portfolio.
Training on real cases from the firm
On your own client portfolio, not on the manufacturer's generic manual.
Ongoing support and manufacturer's backing
As a Partner of a3 · Wolters Kluwer, we coordinate directly with the manufacturer at critical moments.
A well-digitised firm gains power when it combines a3innuva with data governance, automation of repetitive tasks and the right ERP for any client that needs one.
Structure your firm's information governance so a3innuva becomes the single source of truth.
View service → iaWe automate the firm's repetitive tasks that start or end in a3innuva: reminders, filings and reconciliations.
View service → sistemasWhen one of your clients needs their own ERP, we implement a3ERP for them separately.
View service →a3innuva is the Wolters Kluwer cloud suite for accounting firms and professional practices: it organises the firm's client portfolio, tax filings and payroll. a3ERP, on the other hand, is the Wolters Kluwer ERP for the accounting and invoicing of a single company. If you manage your own business, the page you need is a3ERP; if you handle the accounting and payroll of several clients from a firm, it is a3innuva.
a3asesor is the a3innuva module dedicated to managing the firm's client portfolio: files, accounting and tax records for each client. a3innuva is the name of the full cloud suite that integrates a3asesor together with the rest of the modules, including the payroll side. In practice, when a firm subscribes to a3innuva it is almost always subscribing to a3asesor as the core of the service.
a3nom covers the full payroll cycle: payslip calculation, contracts, sick leave and communication with Social Security, including social security filings (RED/SILTRA). It is not just a social security module: it runs payroll end to end inside a3innuva.
Yes. Migrating the portfolio is the first phase of implementation: we export each client's files, historical accounting and tax records and payroll data from your current software, import them into a3innuva and verify the reconciliation before we consider go-live complete.
a3innuva includes the manufacturer's updates for Verifactu and for the upcoming mandatory B2B e-invoicing, but the module existing does not guarantee it is properly configured for every client in your portfolio. We review this client by client during implementation, coordinated with our Verifactu and electronic invoicing page for the specific e-invoicing work.
Yes. Summum Sistemas is a Partner of a3 · Wolters Kluwer, the same manufacturer behind a3innuva, a3asesor and a3nom. We implement, configure, migrate and support it with the manufacturer's backing.