SENTA
With an easy-to-configure CRM, powerful workflow, document management, integrations, and a user-friendly client portal, Senta accountancy practice management helps you power up your accountancy or bookkeeping practice. We’ll help you grow your firm and give great service to your clients, every time.
Senta is cloud-based, so it’s always available, wherever you and your clients are. It’s ready to go from day one: no capex, no setup, no installation. It comes with everything you need to run your practice, for a low monthly per-user fee.
Client Records/CRM
Manage your client relationships with light-touch CRM. See all documents, notes & emails in one place.
Client On-Boarding
Automatically take-on clients: send engagement emails & terms, fill in the right forms, or invite your clients to an on-line portal. Client take-on has never been easier.
Plus More
Senta is improving constantly helping you generate more clients, deliver better service and get greater customer insight. New features and integrations regularly and you benefit from every new feature we add
TECHNOLOGY TAILORED TO ACCOUNTANTS
Comprehensive Solution
Integrations
See clients’ real-time data from FreeAgent, QuickBooks, Xero, Companies House, Gmail, Exchange, Office 365 and other integrations.
Document Management
No more emailed attachments: our document management system & portal is the secure way to exchange documents with clients.
E-Signatures
Senta document signing has unlimited storage and unlimited signatures, so you can use it as often as you like, for onboarding or anything else.
Marketing
Manage your prospects as well as clients. Segment your lists however it suits you. Send email campaigns to prospects and clients alike
Emailing & Texting
Send and receive email through Senta with ease. Whether it’s one-off emails, mailshots, or automatically mailing clients when their deadlines are up, Senta has it covered. Turn inbound emails into tasks with one click. For urgent messages, text your clients too.
Workflow Management
Senta kicks off jobs at the right time. Use workflows for tax returns, accounts, payroll, and other jobs – as they are or customise them. Say goodbye to calendars and spreadsheets: Senta keeps everyone on top of what needs to be done – staff and clients alike.
Your SENTA solution, our expertise!
Whilst setting up the right system is paramount to streamlining your accountancy practice, selecting the right partner is key to ensuring a successful implementation and ongoing support.
At Portway Systems we have a dedicated team to deliver a new system at your accountancy firm. With our many years of experience, we are focused on ensuring you make the most of your solution and feel supported.
