About Senta
A cloud-based practice management software for accountants and bookkeepers. It provides CRM tools, workflow and task automation, document management, and a client portal with e-signing capabilities.
Senta is a cloud-based practice management platform designed specifically for accountants and bookkeepers. It aims to help firms become more scalable and efficient by centralizing client management, automating workflows, and streamlining document handling. Key features include a comprehensive CRM, customizable task and workflow automation, a secure client portal with unlimited e-signing, and financial insights dashboards. The software is entirely web-based, requiring no installation. Senta offers a 30-day free trial and has a per-user, per-month pricing model with discounts for annual billing. Support is included and available via a knowledge base, support tickets, and phone. It integrates with popular accounting software like Xero and QuickBooks, and thousands of other apps through Zapier. The product is targeted at accounting and bookkeeping practices looking to improve efficiency and client service.
Pros & Cons
- Offers a comprehensive suite of tools for practice management, including CRM, workflow, and document management.
- Provides a user-friendly and secure client portal with unlimited e-signing.
- Integrates with key accounting software like Xero, QuickBooks, and FreeAgent.
- Simple, all-inclusive pricing model with no hidden fees or record limits.
- Cloud-based platform allows for flexible, remote work.
- The product is specifically for accountants and bookkeepers, not for general business use.
- Pricing is per user, which could become costly for larger teams.
Features
Key features
Offers a centralized platform for managing client relationships, workflows, and tasks for accounting firms.
Includes tools for managing customer relationships via email and SMS.
Allows practices to manage their work with adaptable workflows and automated reminders.
Provides a secure document portal with unlimited eSigning, drag-and-drop uploads, and a practice document library.
A user-friendly portal for clients to access documents, fill forms, and communicate securely.
Connects with accounting applications like FreeAgent, QuickBooks, and Xero, plus others via Zapier.
Additional features
Integrates with client software to provide access and alerts on financial anomalies.
Allows users to record time for clients and jobs.
Enables firms to apply their own branding to the platform.
Fully cloud-based, accessible from PC, Mac, tablet, and smartphone without installation.
Customizable dashboards with widgets for clocks, calendars, fees, tasks, and jobs.
Features secure communication channels and IP address sign-in restrictions.
Supports importing client and contact data via CSV files.
Supports various user levels, including practice managers, restricted users, and unlimited client users.
Pricing
Monthly plans
Price for the first user. Reduced pricing for extra users. Billed month-to-month.
Source: vendor pricing page →Annual plans
Price per user per month when billed annually (20% discount).
Source: vendor pricing page →Countries & Languages
Available in
Interface languages
Billing currencies
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About Senta
A cloud-based practice management software for accountants and bookkeepers. It provides CRM tools, workflow and task automation, document management, and a client portal with e-signing capabilities.
Senta Details
Senta's In-App Market Place
Does Senta have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
Price for the first user. Reduced pricing for extra users. Billed month-to-month.
Source: vendor pricing page →Annual plans
Price per user per month when billed annually (20% discount).
Source: vendor pricing page →Accepted Payment Currencies
GBP
Pros & Cons
- Offers a comprehensive suite of tools for practice management, including CRM, workflow, and document management.
- Provides a user-friendly and secure client portal with unlimited e-signing.
- Integrates with key accounting software like Xero, QuickBooks, and FreeAgent.
- Simple, all-inclusive pricing model with no hidden fees or record limits.
- Cloud-based platform allows for flexible, remote work.
- The product is specifically for accountants and bookkeepers, not for general business use.
- Pricing is per user, which could become costly for larger teams.
Senta's Support Options
Email Address
hello@senta.coContact
(+44) 3442 643 714Documentation
https://support.senta.co/support/homeSenta's Alternatives
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