Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.
Description
Senta, a cloud-based, dynamic platform for practice management, was created to make accountant practices more profitable and scalable, as well as to provide great customer service. Senta practice management allows you to power up your accounting or bookkeeping practice with a simple-to-configure CRM and powerful workflows, integrations, and our best client portal. We will help you grow your business and provide outstanding service to your clients every day. Senta can help you automate your work, and provide all the information you need to grow a service-oriented culture.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Axis LMS
No
Cliénta
No
Dext
No
Xero
No
Zapier
No
Pricing Details
$69.99 per month
$699.99 per year
Free Trial
Yes
Free Version
No
Pricing Details
$29 per user, per month
Senta costs $29 per month for the first user – if you choose to be billed annually, you will receive a 20% discount. There are further discounts for additional users, and all of your clients use it free.
What’s included in this price? Everything.
With Senta there’s:
No long contracts
No record limits
No per-module charges
Discounts for multiple users
Free upgrades for life
Free access for your clients
Support is included free of charge, so we’ll always be there for you if you need help with anything. Senta comes pre-loaded with jobs, workflows, emails, and everything you need to get started.
What’s included in this price? Everything.
With Senta there’s:
No long contracts
No record limits
No per-module charges
Discounts for multiple users
Free upgrades for life
Free access for your clients
Support is included free of charge, so we’ll always be there for you if you need help with anything. Senta comes pre-loaded with jobs, workflows, emails, and everything you need to get started.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
SeQwens
Founded
2019
Country
United States
Website
seqwens.com
Vendor Details
Company Name
IRIS
Founded
2016
Country
United Kingdom
Website
www.senta.co
Product Features
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes
Product Features
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
No
Client Management
Yes
Client Portal
No
Document Management
Yes
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes