
Senta | Practice Management Software
With an easy-to-configure CRM, powerful workflow, integrations, and a user-friendly client portal, Senta accountancy practice management helps you power up your accountancy or bookkeeping practice. We’ll help you grow your firm and give great service to your clients, every time.
The Senta story | Senta Practice Management
Senta was founded in 2014 by two friends – Phil Murphy and James Kilford – who were brought together by a knack for problem-solving, and an enthusiastic approach to software development. Two separate crowdfunding rounds resulted in 350 individual investors and allowed Senta to expand and develop as the volume of clients grew.
Senta in the USA – a case study
Senta in the USA – a case study "Our tax preparation workflow has about 80 steps – but with automation we now only have to intervene on about half those tasks." We spoke to Kevin Roberts, owner of Roberts CPA and Lifetime Wealth Design, about pioneering the use of Senta in the US.
Senta | What is an accountancy CRM and what does it do?
Senta's experts explain what an accountancy CRM is, what it does and how the right accounting practice management software can help your business.
Senta & IRIS – your questions answered
IRIS are here to help grow the support and continue that high-quality level of support that Senta clients expect. Is Senta replacing the current IRIS practice management module in the IRIS suite? Senta is a keystone of the IRIS Elements platform and will be the main practice management tool. What are the implications for non UK customers?
Senta Features Overview | Senta Practice Management
Discover key benefits of Senta practice management software: customise branding, dashboards and client information to suit your business needs.
A smooth client onboarding by using GoProposal & Senta
The onboarding process is still a work in progress. When I get a new lead, I fill in those details within Senta to make them a prospect, then send the proposal from GoProposal. When the proposal is accepted, in Senta they switch from becoming a prospect to a client. The relevant jobs in Senta are then kicked off automatically from the services ...
Senta Roadmap | Senta Practice Management
Detailed lessons and video tutorials to help you get the most out of Senta. New workflow templates and advice on how other practices are using Senta.
Senta training & configuration
Learn how to get around Senta and how to perform all the common and day-to-day actions they will need to use Senta effectively. We'll cover how to use Senta in your day-to-day, as well as setting up custom workflows, data management, the client portal, and integrations.
Workflow & tasks | Senta practice management
Senta's practice management software for accountants includes workflow & task systems so you can manage clients and workloads in one place.