IJC Finance continues to customise Senta to how they work as a practice

Picture of Isobel Chaplin

IJC Finance got really busy during lockdown and was taking on more clients every day. Isobel realised she needed something other than a spreadsheet to help organise and manage her work.

The last few months

“I went self-employed in October and I’ve been working from home since then. So transitioning from the office to remote working wasn’t so bad.

Communication changed with lockdown. I’ve been having a lot of phone calls with people. Not being out to see people face-to-face hasn’t been a big hindrance.

However, I think some people can’t wait to meet up, have a coffee and a chat!

Managing tasks

I started using Senta quite recently. I found during lockdown it suddenly got really busy and I was taking on a lot more clients.

I realised that I was going to need something that wasn’t just a spreadsheet to organise and manage everything. I knew I needed something in place to help me organise my working day.

I had a couple of trials of different software, with Senta being one of them, and realised it was the one I got on with the best. One of the main reasons I started using Senta was to improve our client onboarding.

When I had a new client it was taking me ages trying to pull together all the relevant paperwork. I didn’t want to forget anything. Now, when I onboard a new client, I am able to track that process through Senta.

Building workflows

I enjoy using Senta and I like trying to find new workflows.

Most of it was just ready to go, but there have been a few things that I wanted to tweak. I added in some forms so I could record additional information in different tabs and customer profiles.

I add things as I go, and tweak things as I’m using it more. 

As part of the workflows I use, Senta will remind me to send an email to the client to ask them about their information.

These are nice reminders for me where there might be things I haven’t thought about before. 

Also, it’s really useful to upload documents and know the client will receive a notification. I know the documents will be secure in the Senta portal, rather than me emailing them and having to put lots of passwords on them.”

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