We have manual time recording but we don’t have a stopwatch in Senta.
No, we don’t… but enabling the Credas AML check feature will allow you run an AML check on your clients directly from the contacts tab on any client page for a minimal fee of £2.80 per check.
Not at all. Senta is set up for accountants and bookkeepers, but because it’s so customisable, it can easily adapt for a variety of businesses. We currently have clients in HR and consultancy and we’re looking to expand. Get in touch if you think we could be of help to you.
Not yet – but we are working on it! Take a look at our roadmap here.
Yes – you can take a look here and we love to hear your suggestions for new features. Just get in touch.
Yes – and you can email and text your clients on both an ad hoc basis and set up automated messages as part of a job. Not only that, but it also connects with existing email systems, so your data is all in one place. You can also so bulk email to your clients as part of any marketing campaigns. Find out more here.
Uploading your client data is one of the first things you do when using Senta. You can also import client data from integration partners like Xero, Quickbooks and Companies House. It’s really easy – take a look at our how-to guide here.
Absolutely – and there are no limits to the storage available. You can then share with clients and search all available documents as required. Clients can also share their incoming documents with you via the client portal. Read more here.
Yes – you can send one-off ad hoc reminders or automate them as part of a task within a job. The text messages come from a no-response number and there are no additional charges for text messages. Read more here
You sure can. Whether it’s bulk emails to groups of clients or one-offs to specific people all your emails will be recorded against that client file. You can also set up automatic email tasks using customised email templates as the ultimate time-saver for endless daily emails. Read more here
Senta makes your working life easier – automating the everyday tasks that take up your time. This leaves more time for you to build the relationships that will grow your business.
We love developing and adding new features to Senta. You get every new feature we add as part of the monthly fee, and you always will. And we love to hear from you about what extra features you think we should develop. You can make suggestions here.
Absolutely. You can customise forms, jobs, services and admin functions and even the inbuilt things like drop-down lists, client forms and contact forms.