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Senta Reviews & Product Details

Senta provides sublime practice management software for accountants and bookkeepers all around the world. It’s a cloud-based CRM and workflow tool which combines email & text automation, secure document exchange and a client portal to support you in running your practice and delivering excellent client service.

Seller

Senta

Languages Supported

English

Product Description

Senta is cloud software that will help you manage your practice.

Overview by

Elizabeth Carter

Discussions

Senta Community

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Senta Reviews (4)

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BM

Brett M.

Client Manager

Mid-Market (51-1000 emp.)

5/24/2022

"Interesting product lacking usability"

2/5

What do you like best about Senta?

Easy to upload client information and update data Review collected by and hosted on G2.com.

What do you dislike about Senta?

Lacking any real features that will improve our efficiency as it requires constant updating Review collected by and hosted on G2.com.

ME

Mohsin E.

Accountant

Small-Business (50 or fewer emp.)

4/23/2021

"Feature rich solution for accounting firms"

4.5/5

What do you like best about Senta?

It's very feature-rich, cloud-based, and customizable.

Our firm has been able to integrate our own processes, checklists, and systems into it. So that's something.

The search function is very powerful and fast. Makes finding clients/tasks/notes or specific fields possible.

Custom client views with sorting, filtering, and custom fields are powerful for analysis and comparisons. You can customize the view by every field within your practice which has been very handy to extract information.

It can access the companies house information and provides it as a tab on the client's page. Similarly, it gets dashboard info. from Quickbooks and Xero.

Sending emails, text messages to clients automatically from within Senta is very handy for administrative departments within the firm.

You can upload and view documents related to jobs/clients. It allows time-keeping for each task.

All in all, it's a comprehensive solution with lots of automation and integrations and many small yet handy features that can potentially save man hours if used properly. Review collected by and hosted on G2.com.

What do you dislike about Senta?

The notification area could be better. The current system is pretty barebone, I liked Glide's notifications more.

The homescreen could also be better in terms of design. Review collected by and hosted on G2.com.

Recommendations to others considering Senta:

If you are a firm of accountants/bookkeepers then it's solid and covers almost all features you need, the rest they can add. The price point would be the main concern. Review collected by and hosted on G2.com.

What problems is Senta solving and how is that benefiting you?

Managing clients communication, assigning and managing projects within company, managing deadlines and filings. A one stop for all team members and clients for relevant information. Review collected by and hosted on G2.com.