Features overview

Senta is cloud software that will help you manage your practice.

From the moment you start, Senta will help you create loyal and enthusiastic clients who will recommend you, let you express your practice's culture, and increase the value of your practice.

What's included in Senta?
Feature
Cloud-based
Supported devices PC, Mac, tablet, smartphone
Installation required None
Setup required None
Support Free & unlimited
Knowledge base
Guided tour
Redundant data centres
Data stored in EU
Sample forms & workflows included 40+
(including accounts, payroll, CIS, tax returns, confirmation statements, onboarding, auto enrolment, charity returns, etc)
Reset sample data
Custom branding
IP address sign-in restrictions

Dashboards

Feature
Dashboard
Dashboards customisable
(fixed layout for client users)
Maxiumum dashboard widgets Unlimited
News integrations AccountancyAge, AccountingWEB
Customisable practice message
Customisable client message

CRM

Feature
Maximum number of clients / contacts Unlimited
Search everything
Custom forms Unlimited
Custom fields Unlimited
Field types 15+
Auto-number clients
Field security locks
Custom client lists
Audit trail
Select clients by any field
Sum / average data in client ilsts
Financial integrations FreeAgent, Xero, GoCardless
See clients' financial data FreeAgent, Xero
Sync with FreeAgent
FreeAgent features Historical data, reports, key business ratios
Link to clients' FreeAgent
Company data from Companies House
Companies House documents
The Pensions Regulator integration
Import
Export
Client notes Unlimited
Star & flag clients
Customisable client types
Customisable client statuses
Rich text email
View completed forms
Email clients from Senta
See client emails across entire practice
Email integrations
Gmail, Exchange, Office365, IMAP & SMTP
Mailshots
Practice-wide email outbox
Practice-wide email approval / editing
Custom email footer
Send text messages from Senta
Inclusive

Workflow & tasks

Feature
Maximum number of jobs Unlimited
Automatic jobs
One-off jobs
Bulk-start one-off jobs
Ad hoc tasks
Client & practice
Repeat jobs
Weekly, fortnightly, monthly, four-weekly, quarterly, six-monthly, annually, on-completion
Master task list
Job status tracked automatically
See upcoming jobs
See upcoming tasks
Tasks notified when ready to do
Tasks notified when overdue
Audible notification
Practice manager notified of overdue tasks
Assign tasks to clients
Senta automatic tasks
Customisable workflows Unlimited
Customisable services Unlimited
Track overdue tasks
Approvals
Form-filling
Call APIs in workflows
Email placeholders / merge fields
Text message placeholders / merge fields
Task calendar
Re-assign tasks to colleagues
Snooze tasks
Change job dates
Change tasks dates
Track due dates
Key dates
Maximum number of key dates Unlimited
Cancel jobs
Job notes Unlimited
Job documents Unlimited
Jobs start other jobs
Jobs summary & charts
Future & historical
Monthly progress summary & charts
Future & historical

Document management

Feature
Secure document exchange
Document storage space Unlimited
Maximum document size 20MB
Document emails sent as links to document exchange
Drag and drop file upload
Client file uploads
Withdraw documents from clients
Request uploads in workflows
Practice document library
Document preview
(some types)
Extract text from documents
(PDF, DOCX)

Users

Feature
User levels Client user, practice user, account manager, practice manager
User roles Unlimited
(e.g. partners, payroll managers, VAT specialists, bookkeepers)
Client users
Clients work on multiple companies
Activate / deactivate practice users
Activate / deactivate client users
Customise welcome emails

Brochure download

Want to read up offline or send details to a colleague? Our PDF brochure will tell you more.