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Description
Get your practice organized and collaborate effectively using all the essential tools needed for growth. Keep track of conversations, emails, notes, and interactions with clients and colleagues in one place. Everything related to your clients can be accessed conveniently on a single screen. Craft compelling proposals for both clients and prospects with ease. Streamline engagement letters to ensure complete clarity in your communications. Your team will enhance productivity with a workflow that is intuitively designed and straightforward. Prevent any client tasks from falling through the cracks with our innovative agenda dashboard, which keeps every team member updated on their daily responsibilities. Our solution offers a comprehensive approach to tax return delivery, going beyond just form 8879. Provide clients with clear instructions for every form they need to complete, including payment vouchers and estimated payment vouchers. Secure signatures digitally on 8879 and any other customized documents with ease. This solution accommodates both US and Non-US based firms, ensuring versatility. Additionally, it features KBA for IRS compliance, and you can upload almost any document to gather signatures effectively. This comprehensive system not only boosts efficiency but also enhances client satisfaction, making it an invaluable asset for your practice.
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
Gmail
Yes
Google Drive
Yes
Microsoft Exchange
Yes
Microsoft Outlook
Yes
Xero
No
Zapier
No
iCloud
Yes
Integrations
Axis LMS
Yes
Cliénta
Yes
Dext
Yes
Gmail
No
Google Drive
No
Microsoft Exchange
No
Microsoft Outlook
No
Xero
Yes
Zapier
Yes
iCloud
No
Pricing Details
$45 per month
Free Trial
No
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
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)
No
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)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Pascal Workflow
Country
United States
Website
www.pascalworkflow.com
Vendor Details
Company Name
IRIS
Founded
2016
Country
United Kingdom
Website
www.senta.co
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
For CPA Firms
Yes
Project Management
Yes
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
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
