Senta Hero

Senta

www.senta.co

Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

Overview

Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

About this app

Cost (from)

£N/A

Free Practice Subscription
Trial
30 day free trial, fully functional, no credit/debit card required
Partner Program
Implementation partner program
Support Channels
  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form
Mobile Platforms
  • Android
    android icon
  • iOS
    ios icon
Accounting Platforms
Integrations
Geographies Served
  • Australia
  • Canada
  • Ireland
  • New Zealand
  • South Africa
  • United Kingdom

App features per category

Practice Management

  • Communications

    • Automatic client reminders

    • Automatic records requesting

    • Client tasks/requests

    • Client timeline

    • Job notes

    • Notify team members

    • Send email

    • Send text messages

  • Companies House

    • Add company 

    • Add people 

      • All contacts 

    • View company director, reg office, and deadline info

  • Contacts

    • Accounting specifc fields 

    • Client groups 

    • Custom fields 

    • Types

  • Documents

    • Client portal 

    • E-signature 

    • Storage

  • Forms

    • Conditional questions 

    • Internal / external completion 

    • Populate contact fields from form data 

  • Other Features

    • Digital AML checks

    • See client specific practice financial data

    • See client's own financial data

  • Time

    • Manual time entries

  • Work and Work Templates

    • Kanban board

    • Overview filters 

    • Statutory deadlines

    • Target deadlines 

    • Work sections 

    • Work status'

    • Work subtasks

    • Work tasks

    • Work templates

Some details on this page are subject to change. If you see something wrong please contact us here.

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