Cloud-based HSA Software

Versatile HSA administration solution with banking and investments

Summit equips TPAs to be part of the growing Health Savings Account market. By the end of 2022, HSA accounts are expected to exceed 35 million, up from 28.5 million in 2019. Take advantage of this thriving market with Summit, our comprehensive, cloud-based HSA software solution.

Summit enables you to be as hands-on or as hands-off as you choose. Offer employers and account holders a better benefits experience with centralized HSA administration, mobile app, debit cards, flexible banking options, and integrated investments in a secure, web-based environment.

Build stronger client relationships, improve healthcare satisfaction, and level-up your revenue with Summit HSA!

Summit enables you to offer employers and account owners a convenient ‘one-stop shop’ for every HSA-related need. We centralize HSA administration, flexible banking options, and integrated investments in a single, secure, web-based environment.

HSA Administration - One-stop Shop

One-Stop Shop

Summit packages simple HSA administration, centralized banking, and integrated investments together in a single HSA software solution.

HSA Administration - Expense Self-Certification

Expense Self-Certification

If preferred, you can set up Summit to allow participants to self-certify their HSA expenses and decrease the amount of time you spend managing accounts.

HSA Software - Easy Participant Portal

Easy Participant Portal

Participants can use the convenient HSA online portal to enroll in an HSA, make elections, view account activity, pay providers, manage investments, access tax information, and submit and store receipts.

HSA Administration - Higher Level of Service

Higher Level of Service

Summit provides compliant, customizable plan document templates or TPAs can upload their own. You can also perform nondiscrimination testing in the portal.

Confident HSA Investing

Confident HSA Investing

HSA account owners can invest with confidence and grow their balances quickly. Users have access to educational tools such as investment prospectuses, RIA-developed lifestyle models, and detailed investor statements.

Convenient Debit Card

Convenient Debit Card

With the Summit HSA debit card, participants have quick, secure access to their tax-exempt funds. MCC or IIAS restrictions can also be implemented.

Mobile App

Mobile App

HSA account owners can view and edit their profile, check balances and purchases, upload receipts, file claims, and manage investments through the convenient mobile app.

HSA Software

And More!

Accessible tax forms can be viewed, printed, and filled out online. Account owners can receive assistance with forms 1099, 8889, and 5438. Summit HSA also offers secure Office of Foreign Assets Control identity verification with results management.

All these features, and more, make Summit the most convenient, easy-to-use HSA software platform on the market. DataPath also services the accounts by reconciling payments, contributions, distributions and interest payments, and we provide industry-leading customer support. Plus, TPAs can go beyond time-consuming tasks like reviewing expenses, leaving more time to build stronger client relationships. HSA administration has never been easier!

Read Our Whitepapers about HSA Software and Administration

HSA Software
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Raquita Rowland HSA Division Manager

McGregor & Associates, Inc.

We have shopped around, and we cannot find another HSA platform that offers what DataPath offers. The reporting, customer service, ease of ability to use the system – you won’t find that anywhere else.

HSA Software

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Read More Information about HSA Administration

On April 29 the Internal Revenue Service (IRS) published the 2023 HSA contribution limits, out-of-pocket limits, and High Deductible Health Plan (HDHP) minimum deductibles in Rev. Proc. 2022-24. 2023 HSA Contribution Limits For 2023, Health Savings Account (HSA) owners will be able to contribute significantly more to their accounts. For those with self-only coverage, the annual … More >>

IRS Announces 2023 HSA Limits

FEAR NOT: There’s Still Time for TPAs to Enter the Thriving HSA Market Health Savings Accounts (HSAs) have been around for 17 years and continue to exhibit long-term adoption growth. However, despite their popularity and ease of administration, many third-party administrators (TPAs) have been cautious about adding this account to their services menu. Even so, … More >>

TPAs Still Have Time to Enter the Thriving HSA Market – Whitepaper by DataPath

The following infographic highlights HSA growth opportunity for third party administrators. Since 2011, Health Savings Account (HSA) adoption has grown nearly 400 percent. Health Savings Accounts (HSAs) – A Growth Opportunity for TPAs Sicen 2004, HSAs have skyrocketed in popularity. They are now the second most popular tax-advantaged account next to Flexible Spending Accounts (FSAs). … More >>

Infographic: HSAs – A Growth Opportunity for TPAs

LITTLE ROCK, ARKANSAS (May 11, 2021) – DataPath, Inc., a leading solutions provider for consumer-directed healthcare benefits administration, has published a whitepaper titled, “Fear Not: There’s Still Time for TPAs to Enter the Thriving HSA Market.” The whitepaper takes an in-depth look at the growth of Health Savings Accounts (HSAs), qualified high deductible health plans, … More >>

Press Release: New DataPath Whitepaper Examines Thriving HSA Market and Opportunities for TPAs

Health Savings Accounts (HSAs) can be a great investment in one’s personal healthcare and financial future. Their versatility, and the fact that these accounts can be kept for life, mean that HSA owners need to adopt strategies for building and using the accounts to their full potential.  March 17, 2021 By Chris Gunderman Originally Posted … More >>

“Give That HSA Balance a Boost” – EBN Features HSA Strategy Views from DataPath CFO

Do you know the difference between a HRA vs HSA? The key difference between the two is that an HRA is employer-owned whereas an HSA is employee-owned. With an HSA, the employee keeps the account and can transfer it when he or she changes jobs. Account holders may also invest their HSA funds.

HRA vs HSA – Examining the Similarities and Differences

To increase Health Savings Account (HSA) and High Deductible Health plan (HDHP) adoption, TPAs and employers should understand what drives employee behavior. The following infographic outlines the keys to increasing HSA and HDHP adoption. HSAs and High Deductible Health Plans: A Guide to Increasing Adoption Offering Health Savings Accounts (HSAs) paired with a High Deductible … More >>

Keys to Increasing HDHP and HSA Adoption: An Infographic

The Internal Revenue Service (IRS) published the 2021 rates for Health Savings Accounts (HSAs) on Wednesday, May 20. The 2021 HSA contribution limits have increased as well as the maximum out-of-pocket limits for high deductible health plans. Learn more below. 2021 HSA Contribution Limits For 2021, the HSA contribution limits have increased due to inflation. … More >>

2021 HSA Contribution Limits Announced by IRS