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Senta

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Software Status:Active

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

Vendor
IRIS Software
Year Launched
2014
Location
United Kingdom
Deployment
cloud
Training Options
documentation, videos, live online
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Swedish, Danish, Norwegian, Finnish, Polish, Russian, Chinese, Japanese.
Users
Accountant, Tax professional, Financial advisor, Bookkeeper, Account manager, Practice manager, CFO, Business owner
Industries Served
Accounting practices, bookkeeping firms, tax advisory services, small to mid-sized accounting firms aiming to streamline operations and improve client service.
Tags
Practice Management Software, Accounting CRM, Workflow Automation, Client Portal, Document Management, Email Integration, Task Scheduling, Accounting Practice Software.

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

Free trial
Free version
Request a quote
Promo Offer

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

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