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  • 4.8 / 5.0 (1922)
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Senta Testimonials

  • “Yes, since we’ve been able to customise tasks, we can actually build in the ones that relate to our advisory services. For example, there is a bit of financial consultancy that I do for restaurant chains. I have a framework of the tasks that I follow, and I’ve been able to put that in Senta so that I can follow it in there instead of having different tasks lists elsewhere. As part of our advisory services, we also do a quarterly review of our clients so that’s one thing where Senta really helps us add value. We enter certain tasks every quarter, for every client so that we can keep track of all these advisory tasks; such as reviewing their P&L, coming up with any cost efficiencies that we see, reviewing their director’s loan account, and flagging up any issues early in the year. Now each task from that quarterly review goes to the relevant team member’s list, and we just need to create a PDF pack every quarter to send onto the client. It’s great because it means that each member of the team just needs to add their little bit of input into it at the right time and the report is created effortlessly.”

  • “Senta’s particularly important because there’s internal compliance I need managed. For example, I know a client has been sent something and it’s been approved by the client. Templates that make sure things are done month-in and month-out, that every client is reminded to pay their tax on time – and it has their bank details to enable them to do so. Senta can automate that delivery. I can consistently and confidently know a quality of service is delivered at all times.”

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  • Reference Rating
    4.7 / 5.0
    Customer References172 total
    About

    Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

  • Reference Rating
    4.7 / 5.0
    Customer References9 total
    About

    TPS Cloud Axis was designed with small to mid-sized accounting firms in mind. With TPS Cloud Axis, you can manage and optimize your practice from home, the office, or anywhere. *Easily track your time and generate customizable invoice. *Keep your tasks from slipping through the crack with our easy-to-use Office and employees calendar workflow calendar *Track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. *Clients Portal * E-signature & Payments

  • Reference Rating
    4.7 / 5.0
    Customer References226 total
    About

    Xero is a cloud-based accounting software platform for small businesses with over 2.7 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 and 2021, Xero was included in the Bloomberg Gender-Equality Index and in 2020, Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.

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