Senta
Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.
Practice Management Features
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Communications
- Automatic client reminders
- Automatic records requesting
- Client tasks/requests
- Client timeline
- Job notes
- Notify team members
- Send email
- Send text messages
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Companies House
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Add company Add a new company to your contacts via the integration
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Add people Add directors as company contacts
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All contacts Add all directors
- View company director, reg office, and deadline info
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Add company
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Contacts
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Accounting specifc fields Company number and tax references
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Client groups Associate clients with other related clients
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Custom fields Create custom fields to use for storing further information, such as industry sector
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Types Seperate contacts by client type, i.e. prospect / client / ltd / sole trader / individual etc
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Accounting specifc fields
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Documents
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Client portal A secure online portal that clients can use to access documents
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E-signature Sign documents online
- Storage
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Client portal
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Forms
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Conditional questions Show some questions based on the answers to others
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Internal / external completion Can be completed by the client or by a staff member
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Populate contact fields from form data Answers to form questions populate fields of the contact record
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Conditional questions
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Other Features
- Digital AML checks
- See client specific practice financial data
- See client's own financial data
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Time
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Manual time entries Add in time entries manually for any date
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Manual time entries
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Work and Work Templates
- Kanban board
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Overview filters Filter your work overview by contact type, work type, due dates, assignee etc
- Statutory deadlines
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Target deadlines Set a target deadline for completion of work at a job level alonside a statutory deadline
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Work sections A group of tasks which you can assign, set due dates, and set status
- Work status'
- Work subtasks
- Work tasks
- Work templates
- Cost (from)
- £29.00
- Trial
- 30 day free trial, fully functional, no credit/debit card required
- Partner Program
- Implementation partner program
- Free Practice Subscription
- No
- Accounting Software
- FreeAgent, QuickBooks Online, Xero
- Data Sync
- Manual, Real Time
- Non-Accounting Integrations
- CircleLoop, Companies House, Credas, GoCardless, GoProposal, Melu, Practice Ignition, The Pensions Regulator, Xavier Analytics, Zapier
- Mobile OS Compatibility
- No mobile app
- Geographies Served
- Australia, Canada, Ireland, New Zealand, South Africa, UK
- Head Office
- Bristol (UK)
- Offices
- Bristol (UK)
- Support Channels
- Email, Telephone
- Support Availability
- 09:00 – 17:00 GMT, Mon – Fri
- Training
- On Demand Video, Self Guided, Third Party Led, Vendor Led
- Two Factor Authentication
- Yes
- Sector
- Accounting and Bookkeeping
- App Category
- Practice Management
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