Workflow & tasks

At the heart of Senta is a powerful workflow & tasks system that will keep track of all the client work in your practice.

Keep track of your client work

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.

Allocate work

Give tasks to the right people: staff in your practice, practice managers or clients.

Highly customisable

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.

One place for work

There's one place for all your practice's work: filterable by date, job, client or more.

Track overdue tasks

Senta keeps track of everything and warns you when work is becoming overdue.

Senta Workflow

Use Senta’s workflow to make your working day easier

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