When you’re ready to take advantage of the lucrative HSA market, Summit HSA is ready.
Summit is an all-in-one, cloud based HSA software solution that offers TPAs the ability to increase profits without taking on a lot of additional work. Plus, with Summit’s seamless functionality, you can administer FSAs, HRAs, COBRA and other employer-sponsored benefits within a single solution. These features can help you boost your bottom line and develop higher client satisfaction.
Scale the mountain to improved HSA administration, more revenue, and stronger client relationships with Summit!
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.
Summit enables you to offer employers and account holders a convenient ‘one-stop shop’ for every HSA-related need with centralized HSA administration, flexible banking options, and integrated investments in a secure, web-based environment.
DataPath offers custodial banking services (with flexible banking options). Summit brings centralized banking and simple HSA administration together in a single HSA software solution.
You can enable Summit’s settings to allow participants to self-certify their HSA expenses and decrease the amount of time you spend managing accounts.
Account holders can easily upload and store their receipts and other documentation in our patented ‘electronic shoebox.’
Convenient HSA 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 enabled.
Account holders can invest their HSA funds with confidence so they can grow their account balances quickly. Multiple bins are available, and users may access educational tools such as investment prospectuses, RIA-developed lifestyle models, and detailed investor statements.
Industry-Leading Customer Support
DataPath’s commitment to customer support is unrivaled in the industry. Our professional, courteous support team is knowledgeable and responsive to your needs and concerns.
Easy Participant Portal and Mobile App
With an internet connection, participants can enroll online, view account activity, pay providers, manage investments, access tax information, and submit and store receipts. Many features are also available through the mobile app.
Accessible tax forms may be viewed, printed, and filled out online. Account holders can also 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 administration platform on the market. Unlike banks and other HSA software providers, DataPath services the accounts by reconciling payments, contributions, distributions and interest payments. Plus, TPAs don’t have to worry about reviewing expenses, leaving more time to build stronger client relationships. HSA administration has never been easier!