Taxfiler is cloud-based tax filing software that is trusted by over 10,000 accountants and bookkeepers to prepare and file accounts and tax returns. As part of the IRIS Software family, Senta and Taxfiler are available in a handy, cost-effective bundle called Practice Essentials. And there is a technical integration that enables a unified, synchronised client list shared between the two platforms.
Will send info about a client which has just been added in either Senta or Taxfiler
Transmits information about a change, addition or removal of information from a client record
Will tell the other platform to delete a client record
A unified client list makes it easier than ever to use both Senta and Taxfiler as part of your day-to-day practice life. You might choose to onboard a new client within Senta, input all their information and select which services you will be providing, and then immediately jump into Taxfiler to begin working on their tax return.
And you won’t have to maintain two separate client lists. The sync process will automatically detect and highlight any duplicate records, meaning that you can confirm which pieces of information are correct in order to form a single point of truth.