Task management during the tax season

“If I had to choose one feature within Senta, it would be the workflows and the tasks.

It means not everything is down to me and I don’t have to be here to tell the team what to do. Senta will show them what needs to be done.

For a lot of the regular jobs we have, the initial task is to contact the client, so we have standardised emails set up to be sent automatically.

For example, when it’s the first day of the new tax year, Senta will automatically send an email to the client requesting their information for the last tax year.

The same happens with VAT returns – the first day after the end of the quarter, Senta will automatically email out requesting any information we need.

This has made a big difference. There’s a lot more consistency now in timing and the sequence of the tasks as well.

Unified onboarding process

For our onboarding process, we use different tools.

The prospects first book a ‘discovery call’ with us, and once we agree that we can help them, they come in for a meeting with me. In that meeting, we dig into their business.

We then use GoProposal, and when the client accepts the proposal, it will then trigger a workflow in Senta for our onboarding process.”

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