Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Thomson Reuters Workpapers CS enhances efficiency by facilitating seamless collaboration and enabling the management of documents and data from multiple sources. This platform unifies integrated research tools with robust reporting features, providing a comprehensive solution for both client guidance and engagement. Teams can work together in real-time through a streamlined interface, utilizing a unified database that eliminates the need for syncing, importing, or exporting data. Whether deployed as a cloud-based service or a local installation, Workpapers CS ensures that crucial information is readily accessible, allowing you to significantly benefit your clients’ operations. The system’s advanced binder organization, high configurability, and energy-efficient capabilities contribute to a swift and effortless workflow. Users can easily import data from spreadsheets, promptly verify client balances, and transfer that information to tax returns. Furthermore, all team members can access tax work papers and the trial balance simultaneously, benefiting from dashboards tailored to their specific roles. By integrating these features, Workpapers CS not only boosts productivity but also enhances team collaboration.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Axis LMS
Yes
CCH ProSystem fx
No
Cliénta
Yes
Dext
Yes
GoSystem Tax RS
No
Intuit ProSeries Tax
No
Lacerte
No
Microsoft Excel
No
Microsoft Exchange
No
Microsoft Office 2021
No
Integrations
Axis LMS
No
CCH ProSystem fx
Yes
Cliénta
No
Dext
No
GoSystem Tax RS
Yes
Intuit ProSeries Tax
Yes
Lacerte
Yes
Microsoft Excel
Yes
Microsoft Exchange
Yes
Microsoft Office 2021
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
Pricing Details
No price information available.
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
Yes
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
IRIS
Founded
2016
Country
United Kingdom
Website
www.senta.co
Vendor Details
Company Name
Thomson Reuters
Country
United States
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
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
Product Features
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