About Senta
Senta is a cloud-based practice management software from IRIS Software designed for accountants and bookkeepers. It provides CRM tools, task automation, workflows, and document management to help manage client relationships and simplify operations. Senta supports features such as workflow and tasks, insights for accountants, and advisory services, allowing users to better organize their practice and improve client service delivery. The software facilitates better collaboration and efficiency in daily operations, enabling professionals to focus on core accounting tasks. Key capabilities: CRM for accountants & bookkeepers Workflow & tasks Document management for accountants Insights for accountants Senta Advisory Best for: Accountants and bookkeepers that need effective practice management solutions.
Senta positions itself as a cloud‑based practice management solution tailored for accountants and bookkeepers, offering an all‑in‑one platform for CRM, workflow automation, client portals, document management and integrations, and it succeeds in many respects: its dashboards are configurable so you see only the work that matters, its workflow engine allows you to map jobs, tasks and streams (for example VAT, year‑end, payroll) to your firm’s processes, it has strong client‑portal and document‑upload/e‑sign‑capabilities, and at a starting price of around £29/month with unlimited clients it’s relatively affordable. On the plus side the user‑reviews emphasise how Senta simplifies the daily juggle of tasks, helps manage deadlines across the team and keeps client files and interactions in one place, enabling more consistent client service.
Pros & Cons
- +Designed specifically for accounting and bookkeeping practices rather than generic CRM/workflow tools.
- +Strong workflow automation reduces manual tasks, including recurring jobs and automatic task generation.
- +Built-in email and text capabilities with full history enhance compliance and client servicing.
- +Secure document portal and unlimited e-signatures included, useful for onboarding and document exchange.
- +Flexible customisation through forms, lookups, and workflows to match specific practice models.
- −Deep customisation and configuration mean initial setup can be time-consuming.
- −Some interfaces or functions may be less intuitive when highly customised.
- −Local compliance or regulatory workflows outside the UK may require significant customisation.
- −Advanced integrations with non-UK accounting systems may need extra configuration.
Features
Key features
- Cloud-based, all-in-one practice management
- Accessible via PC, Mac, tablet, or smartphone; no installation required and unlimited users.
- Workflow & task automation
- Define services, jobs, and tasks with recurring frequencies (monthly, quarterly, annually) to automate practice work.
- Integrated CRM with custom fields and client lifecycle tracking
- Manage unlimited clients/contacts, custom fields, client types/statuses, and audit trail from prospect to client.
- Document management + secure client portal + e-signatures
- Unlimited document storage, drag-and-drop uploads, client portal access, and unlimited e-signatures included.
- Email & text messaging automation
- Email integration with history stored in client records; configurable text message reminders for clients.
Additional features
- Customisable dashboards & practice insight widgets
- Unlimited dashboard widgets to monitor practice health (calendars, clocks, fees, tasks).
- Unlimited jobs, services, tasks & custom forms
- Create custom jobs, tasks, forms, and lookups to match your practice workflows.
- CRM integrations with email and external apps
- Email syncing and integrations with accounting systems and data sources for richer client information.
- Client portal & file upload from clients
- Secure portal for clients to upload documents and exchange files with the practice.
- Mobile/web deployment, secure hosting, unlimited users/clients
- Cloud-hosted with redundant data centers; work from anywhere with no caps on clients or contacts.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Senta
Senta is a cloud-based practice management software from IRIS Software designed for accountants and bookkeepers. It provides CRM tools, task automation, workflows, and document management to help manage client relationships and simplify operations. Senta supports features such as workflow and tasks, insights for accountants, and advisory services, allowing users to better organize their practice and improve client service delivery. The software facilitates better collaboration and efficiency in daily operations, enabling professionals to focus on core accounting tasks. Key capabilities: CRM for accountants & bookkeepers Workflow & tasks Document management for accountants Insights for accountants Senta Advisory Best for: Accountants and bookkeepers that need effective practice management solutions.
Senta Details
Senta's In-App Market Place
Does Senta have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), GBP (£), EUR (€), AUD ($), CAD ($), NZD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽), MXN ($), BRL (R$)
Pros & Cons
- Designed specifically for accounting and bookkeeping practices rather than generic CRM/workflow tools.
- Strong workflow automation reduces manual tasks, including recurring jobs and automatic task generation.
- Built-in email and text capabilities with full history enhance compliance and client servicing.
- Secure document portal and unlimited e-signatures included, useful for onboarding and document exchange.
- Flexible customisation through forms, lookups, and workflows to match specific practice models.
- Deep customisation and configuration mean initial setup can be time-consuming.
- Some interfaces or functions may be less intuitive when highly customised.
- Local compliance or regulatory workflows outside the UK may require significant customisation.
- Advanced integrations with non-UK accounting systems may need extra configuration.
Senta's Support Options
Email Address
support@senta.coContact
+44 117 456 3000Senta's Alternatives
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