From the moment you add a prospect, Senta will constantly monitor them, starting every job that’s required – whether that’s client take-on, services such as tax returns, or background client admin & customer service jobs.
Set up one-off or repeat jobs for accounts or any other services you offer.
Give tasks to the right people: staff in your practice, practice managers or clients.
Easily add or change services, jobs & tasks to suit your practice.
Never miss a deadline: Senta will notify you when something needs to be done.
There's one place for all your practice's work: filterable by date, job, client or more.
Senta keeps track of everything and warns you when work is becoming overdue.
Powerful workflow automation
Drive excellent service delivery
Set the client-service bar high from your first interactions with clients with efficient and professional service. Transparent, equitable and proactive relationships generate value. .
Focus on adding value to your clients – not just compliance
By automating and organising your work, you can spend more time delivering the personal service that your clients crave.
Don’t miss a deadline
Automating your workflow means automatic reminders for you – and for your clients. You won’t miss a deadline again. You can also allocate tasks to the right people in your team, and keep track of their progress – which makes it an essential tool for home working.
Read more case studies of accountancy firms like yours using workflow.Try Senta free for 30 days