Senta

Senta practice management is a cloud-based software solution designed specifically for accountants and bookkeepers. According to the vendor, it serves as a practice management solution, offering customer relationship management (CRM), integrations with popular accounting software, and customizable workflows. Senta is marketed towards small to medium-sized accounting and bookkeeping firms, as well as financial consulting, tax preparation, and business advisory firms.

Key Features

Intuitive CRM: Senta practice management enables users to manage customer relationships efficiently through email and SMS. According to the vendor, it provides a centralized platform for tracking and organizing client communication, facilitating client relationship management.

Integrations with your favorite apps: The software seamlessly integrates with popular accounting software such as FreeAgent, QuickBooks, Xero, and GoProposal. Additionally, it claims to offer integration with thousands of other apps through Zapier, potentially streamlining workflows and reducing manual data entry.

Financial insights at your fingertips: Senta integrates with clients' software to provide instant access to their financial data. The vendor claims that it can alert users about financial anomalies and irregularities, enabling real-time monitoring of client finances and offering valuable insights for decision-making.

Customizable workflows: Users can reportedly manage work in their practice according to their preferences with Senta's customizable workflows. The vendor suggests that it provides flexibility in defining and adapting workflows, potentially streamlining processes and improving efficiency based on specific practice needs.

User-friendly client portal: Senta offers a client portal that is described as accessible and easy-to-use. It includes a secure document portal for sharing sensitive information and provides unlimited eSigning capabilities, potentially enhancing client experience and facilitating collaboration.

Support from the vendor: According to the vendor, Senta provides a comprehensive library of help guides and videos to support users. The vendor claims that users can also access support from the Sentanauts team, which aims to provide prompt assistance and expert guidance.

Seamless integration with client data: The software integrates live client data from top online accounting applications, centralizing it within the practice management system. This integration is said to facilitate efficient data management and analysis, enhancing collaboration and communication with clients.

Practice insights: Senta aims to provide practice insights by helping users understand practice performance and the value of clients. According to the vendor, it enables data-driven decision-making for practice improvement, enhancing overall practice management and strategic planning.

Document management: Senta includes a secure document portal for document management and unlimited eSigning capabilities. According to the vendor, this feature reduces the need for additional document management systems and can enhance practice value.

Compliance management: The software claims to ensure compliance with adaptable workflows and automated reminders. According to the vendor, it facilitates secure communication for sensitive information and provides clear financial administration for risk management, helping maintain control and mitigate compliance-related risks.

Flexible working: Being cloud-based, Senta allows users to work from anywhere, potentially enabling remote collaboration and flexible work arrangements. The vendor suggests that it facilitates team collaboration and communication, potentially increasing productivity and efficiency.