Features overview

Senta is cloud software that will help you manage your practice.

From the moment you start, Senta will help you create loyal and enthusiastic clients who will recommend you, let you express your practice's culture, and increase the value of your practice.

What's included in Senta?
Feature
Cloud-based
Supported devices PC, Mac, tablet, smartphone
Installation required None
Setup required None
Support Free & unlimited
Knowledge base
Guided tour
Redundant data centres
Sample forms & jobs included 40+
(including accounts, payroll, tax returns, onboarding, etc)
Reset sample data
Custom branding
Sign-in services Senta, Google
IP address sign-in restrictions
South Africa-specific date formats, timezones & currency

Dashboards

Feature
Dashboard
Dashboards customisable
(fixed layout for client users)
Maxiumum dashboard widgets Unlimited
Includes clocks, calendars, fees, tasks, jobs, etc
News integrations AccountancyAge, AccountingWEB
Customisable practice message
Customisable client message

CRM

Feature
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
Bulk update any field
Sum / average data in client lists
Proposal integrations GoProposal
Practice Ignition available via Zapier
Financial integrations QuickBooks, Xero, GoCardless
See clients' financial data QuickBooks, Xero
Syncing clients QuickBooks
Import
Export
Client notes Unlimited
Star & flag clients
Customisable client types
Customisable client statuses
Rich text email
View completed forms
Email clients from Senta
See client emails across entire practice
Email integrations
Gmail, Exchange, Office365, IMAP & SMTP
Mailshots
Practice-wide email outbox
Practice-wide email approval / editing
Custom email footer
Practice-wide & individual user footers
Send text messages from Senta
Inclusive

Workflow & tasks

Feature
Maximum number of jobs Unlimited
Automatic jobs
One-off jobs
Bulk-start one-off jobs
Ad hoc tasks
Client & practice
Client-specific job versions
Repeat jobs
Daily (workdays or every day), weekly, two-weekly, 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 tasks to clients
Senta automatic tasks
Customisable jobs Unlimited
Customisable services Unlimited
Track overdue tasks
Approvals
Form-filling
Call APIs in jobs
Ideal for Zapier & 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

Document management

Feature
Document storage space Unlimited
Folders & subfolders
Maximum document size 150MB
Drag and 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

Client portal

Feature
Secure client portal
Client portal cost Included
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

Users

Feature
User levels Client user, restricted practice user, practice user, account manager, practice manager
User roles Unlimited
(e.g. partners, payroll managers, tax specialists, bookkeepers)
Client users
Unlimited
Clients work on multiple companies
Activate / deactivate practice users
Activate / deactivate client users
Customise welcome emails
Time recording
Export time

Brochure download

Want to read up offline or send details to a colleague? Our PDF brochure will tell you more.