| General features | |
|---|---|
| Cloud-based | ✔️ |
| Supported devices | PC, Mac, tablet, smartphone |
| Installation required | None |
| Set-up required | None |
| Support | Free and unlimited |
| Knowledge base | ✔️ |
| Guided tour | ✔️ |
| Redundant data centres | ✔️ |
| Data storage | EU |
| Sample forms & jobs included | 40+ (including accounts, payroll, CIS, tax returns, confirmation statements, onboarding, auto enrolment, charity returns) |
| Custom branding | ✔️ |
| Reset sample data | ✔️ |
| Sign-in services | Senta, Google |
| IP address sign-in restrictions | ✔️ |
| UK-specific date formats, timezones & currency | ✔️ |
| Feature | Senta |
|---|---|
| Customisable dashboard | ✔️ Fixed layout for client users |
| Maximum dashboard widgets | Unlimited. Includes clocks, calendars, fees, tasks, jobs, etc |
| News integrations | AccountancyAge, AccountingWEB |
| Customisable practice message | ✔️ |
| Customisable client message | ✔️ |
| Feature | Senta |
|---|---|
| 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 | Practice-wide or individual |
| Audit trail | ✔️ |
| Select clients by any field | ✔️ |
| Sum / average data in client lists | ✔️ |
| Import | ✔️ |
| Export | ✔️ |
| Client notes | Unlimited |
| Star & flag clients | ✔️ |
| Customisable client types | ✔️ |
| Customisable client statuses | ✔️ |
| Rich text email | ✔️ |
| View completed forms | ✔️ |
| Email clients from Senta | ✔️ |
| Send text messages from Senta | ✔️ |
| Practice-wide email outbox | ✔️ |
| See client emails across entire practice | ✔️ |
| Email integrations | Gmail, Exchange, Office365, IMAP & SMTP |
| Practice-wide email approval / editing | ✔️ |
| Custom email footer | ✔️ |
| Integrations | Senta |
|---|---|
| Circle Loop | ✔️ |
| Companies House - company data, client info, documents, compliance dates | ✔️ Adds clients directly |
| Credas AML | ✔️ |
| FreeAgent | ✔️ |
| Go Cardless | ✔️ |
| Go Proposal | ✔️ |
| Melu managed live chat | ✔️ |
| The Pensions Regulator | ✔️ |
| Practice Ignition (via Zapier) | ✔️ |
| PracticeWEB | ✔️ |
| QuickBooks | ✔️ |
| Twilio | ✔️ |
| Xavier | ✔️ |
| Xero | ✔️ |
| Zapier | ✔️ |
| Feature | |
|---|---|
| Maximum number of jobs | Unlimited |
| One-off jobs | |
| Bulk-start one-off jobs | |
| Ad hoc tasks | Client & practice |
| Client-specific job version | |
| Repeat jobs | Daily (workdays or every day), weekly, fortnightly, monthly, four-weekly, two-monthly, quarterly, four-monthly, six-monthly, annually, two-yearly, three-yearly, four-yearly, five-yearly, on-completion |
| Master task list | |
| Job status tracked automatically | |
| See upcoming jobs | |
| See upcoming tasks | |
| Custom job & task views | Unlimited |
| Tasks notified when ready to do | |
| Tasks notified when overdue | |
| Audible notification | |
| Practice manager notified of overdue tasks | |
| Assign talks to clients | |
| Senta automatic tasks | |
| Customisable jobs | Unlimited |
| Customisable services | Unlimited |
| Track overdue tasks | |
| Approvals | |
| Form-filling | |
| Call APIs in jobs | Ideal for Zapier and IFTTT |
| Automatic templated emailing from jobs | |
| Email placeholders / merge fields | |
| Expressions, functions & arithmetic | Many Microsoft Excel-compatible functions for dates, arithmetic, logic and more |
| Computed fields | |
| Automatically chase clients | |
| 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 |
| Export |
| Feature | |
|---|---|
| Document storage space | Unlimited |
| Folders & subfolders | |
| Maximum document size | 150MB |
| Drag & drop file upload | |
| Request file uploads in jobs | |
| Practice document library | |
| Document preview | (some types) |
| Extract text from documents | (PDF, docx, xlsx, txt) |
| Generate Word documents |
| Feature | |
|---|---|
| Secure client portal | |
| Client portal cost | |
| Electronic document signing | Unlimited signatures included |
| Form filling | |
| Document emails sent as links to client portal | |
| Easy client file upload | |
| Request client uploads in jobs | |
| Maximum client document size | 150MB |
| Withdraw documents from clients | |
| Multiple portals | Separate portals for clients with multiple companies |
| Feature | |
|---|---|
| User levels | Client user, restricted practice user, practice user, account manager, practice manager |
| Client users | Unlimited |
| Clients work on multiple companies | |
| Activate / deactivate practice users | |
| Activate / deactivate client users | |
| Time recording | |
| Export time |