Senta
Practice management software for accountants and bookkeepers.
Overview
Senta, part of the IRIS Software Group, is a practice management software designed for accountants and bookkeepers. It helps firms manage their clients, jobs, and documents in one place. Key features include workflow automation, a secure client portal, email automation, and integrations. Senta aims to help firms become more efficient and provide a better client experience by automating administrative tasks.
✨ Key Features
- Workflow Automation
- Client Management (CRM)
- Secure Client Portal
- Email Automation
- Document Management
- E-signatures
🎯 Key Differentiators
- Highly customizable and flexible workflow automation.
- Strong integrations with UK-specific services like Companies House.
- Part of the trusted IRIS software ecosystem.
Unique Value: Offers deep customization and automation capabilities to help firms streamline their unique processes, especially for UK compliance.
🎯 Use Cases (4)
✅ Best For
- Automating the entire workflow for annual accounts and tax returns.
- Using the client portal for secure document exchange and e-signing.
- Integrating with GoProposal to kick off jobs automatically.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms outside of the UK who cannot take advantage of UK-specific integrations.
- Users looking for integrated time and billing features.
🏆 Alternatives
Provides more flexibility in workflow setup than many competitors, though this can also lead to a steeper learning curve. Its UK focus is a major advantage for firms in that region.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: N/A
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