Audience
Accountants and bookkeepers looking for a practice management solution with CRM, marketing, workflow, and email automation purposes as well as secure documents and insights
About Senta
Senta is a cloud-based, dynamic practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. With an easy-to-configure CRM, powerful workflow, integrations and our best client portal yet, Senta practice management lets you power up your accountancy or bookkeeping practice. We'll help you grow your firm and give great service to your clients every time. Whether you're looking to operate efficiently at scale or growing a unique practice culture dedicated to service, Senta will help you automate your work and give you all the information you need.
Canopy
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.
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Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.
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Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients.
Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
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CCH iFirm
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office.
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Pricing
Starting Price:
$29 per user, per month
Pricing Details:
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:
Free Trial available.
Company Information
IRIS
Founded: 2016
United Kingdom
www.senta.co
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Senta Frequently Asked Questions
Senta Product Features
Accounting Practice Management
Approval Workflow
Client Management
Client Portal
Document Management
For CPA Firms
Project Management
Staff Management
Time Tracking
Billing & Invoicing
Due Date Tracking
Tax Practice Management
Approval Process Control
Client Management
Document Management
Workflow Management
Billing & Invoicing
Client Portal
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms