Senta

• Take control of notifications with Senta

  

  Take control of notifications with Senta Update

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• Senta creates a furlough claims workflow

  

  Senta has created a workflow for UK accountancy practices to help gather data for clients…

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• New job date options

  

  Senta have added in a couple of new options for when you want jobs to…

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Practice Management Features

• Communications
  • Automatic client reminders
  • Automatic records requesting
  • Client tasks/requests
  • Client timeline
  • Job notes
  • Notify team members
  • Send email
  • Send text messages
• Companies House
  • Add company
    i

    Add a new company to your contacts via the integration
  • Add people
    i

    Add directors as company contacts
  • All contacts
    i

    Add all directors
  • View company director, reg office, and deadline info
• Contacts
  • Accounting specifc fields
    i

    Company number and tax references
  • Client groups
    i

    Associate clients with other related clients
  • Custom fields
    i

    Create custom fields to use for storing further information, such as industry sector
  • Types
    i

    Seperate contacts by client type, i.e. prospect / client / ltd / sole trader / individual etc
• Documents
  • Client portal
    i

    A secure online portal that clients can use to access documents
  • E-signature
    i

    Sign documents online
  • Storage
• Forms
  • Conditional questions
    i

    Show some questions based on the answers to others
  • Internal / external completion
    i

    Can be completed by the client or by a staff member
  • Populate contact fields from form data
    i

    Answers to form questions populate fields of the contact record
• Other Features
  • Digital AML checks
  • See client specific practice financial data
  • See client's own financial data
• Time
  • Manual time entries
    i

    Add in time entries manually for any date
• Work and Work Templates
  • Kanban board
  • Overview filters
    i

    Filter your work overview by contact type, work type, due dates, assignee etc
  • Statutory deadlines
  • Target deadlines
    i

    Set a target deadline for completion of work at a job level alonside a statutory deadline
  • Work sections
    i

    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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