Document management

Forget emailing documents – you can protect your clients' data with our secure document portal.

Senta will prompt your clients whenever you need something from them. And you can upload documents to your clients easily at any time, without the risk of using non-secure email.

Learn more about Senta's document management

Secure your clients' data

Secure document exchange

Stop exposing your practice to compliance risks, and your clients to security risks: exchange documents through Senta – included free with your subscription.

Unlimited document storage space

One single secure repository for all of your clients' documents. Documents are also linked to client jobs.

No more emailed documents

Instead of email, clients are redirected to the secure document exchange.

Ease client interactions

Drag and drop file upload

You and your clients can drag and drop files into Senta: great to make client questions easy.

Request uploads in workflows

Ask for documents as part of structured workflows. Your clients will be prompted for the information you need at the right time.

Look inside and search documents

We extract text from documents for you and make it searchable.

Demonstrate your own efficiency and forward thinking approach to show clients that you can do more than the basics.

Secure documents

One secure place for your clients' confidential and potentially sensitive documents.

Ad-hoc file uploads

Your clients can upload files any time for attention by their account manager.

Workflow uploads

Prompt staff & clients to upload documents in automated workflows.

Drag and drop

Drag and drop files into Senta anywhere, or click to upload on mobile devices.

Look inside

Senta will extract document contents and make them searchable.

Practice documents

A convenient place for your practice's standard documents.

Explore more features