CRM for accountants & bookkeepers

Senta's client relationship management system will allow you to grow your practice, onboard clients seamlessly and communicate to your clients easily.

Easy to use CRM for accountants

Senta’s easy-to-use client relationship management system will help you look after your customers through their whole lifecycle – from prospect, through to onboarding, through to valued client.

About Senta CRM

Email & SMS

Send emails and SMS to clients and view client emails from Gmail, Exchange, and other email services.

All your client info

Fill in forms for client take-on & for on-going client work, and see a complete history of client communications.

Automate your comms

Never miss a deadline by automating the emails you send to chase for info, approval, and sign off.

Customise your CRM

Easily add or remove forms and emails to suit the needs of your practice.

Save lists & regular searches

Save yourself some time by with quick access to client or prospect lists.

Financial data

See your clients' real-time financial data directly in their client record.

Practice management for accountants

Use CRM to supercharge your accountancy practice

Grow your practice
Use our cloud CRM to monitor and evolve client leads, promote additional services to existing clients, and encourage loyalty. 

Optimise client onboarding
Senta integrates with GoProposal and Practice Ignition, allowing for seamless service transfer from prospect to client. Companies House integration means you can automatically pull in important client info – including compliance dates.

Communicate easily and accurately
Email and text messages can be sent as automated personalised templates or as ad hoc messages to individuals.

Download your guide here