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Description
Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.
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
Amazon Web Services (AWS)
Yes
Axis LMS
No
Cliénta
No
Dext
No
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
Xero
No
Zapier
No
Integrations
Amazon Web Services (AWS)
No
Axis LMS
Yes
Cliénta
Yes
Dext
Yes
Microsoft Excel
No
Microsoft PowerPoint
No
Microsoft Word
No
Xero
Yes
Zapier
Yes
Pricing Details
$30 per month
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
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
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CoralTree
Founded
2009
Country
United States
Website
www.coraltreetech.com/basil
Vendor Details
Company Name
IRIS
Founded
2016
Country
United Kingdom
Website
www.senta.co
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
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
