Senta By IRIS
Powerful Cloud-based practice management software for accountants and bookkeepers, brought to you by the Senta team. Senta By IRIS provides your practice with an easy-to-configure CRM, powerful workflow, integrations with your favorite apps and a user-friendly client portal.
The Senta experience
Senta By IRIS comes pre-loaded with jobs, workflows, emails and everything you need to get started. And the friendly team of Sentanauts are on hand to help you get started with data uploads and plenty of training advice and guidance. Support is included free of charge, so we’ll always be there for you if you need help with anything. We also have plenty of support guides, training demonstrations and videos to guide you along the way.
Key features
Intuitive CRM
Everything you need to store customer data and manage your customer relationships, including email and SMS.
Integrate with your favorite apps
Senta hooks into your favorite apps, including FreeAgent, Quickbooks, Xero, and GoProposal – plus thousands more via Zapier.
User-friendly client portal
Your clients will love our easy-to-use client portal with built-in secure document portal, unlimited storage and e-signing.
Manage your workflow
Senta comes with ready-to-go workflows that you can also customize to suit your practice.
Document management
Securely manage, store and move all the important documents in your practice.
Automation
Never miss a deadline by automating the tasks and communications around essential compliance work.
Advisory insights at your fingertips
Instant access and alerts on financial anomalies which enable you to provide advisory services.
Tasks and notifications
With clear, personalized and customizable task lists, Senta tells you what you need to know, when you need to know it.
Pricing
Senta is available at $29/user/month, billed month-to-month. We have a 20% discount for annual payments and further discounts for additional users. And that’s it. No hidden extras, storage limits or per-module charges. It’s a simple flat fee – with free access for your clients, too. All new feature developments are included as part of your monthly fee.
Integrations
Automate your practice and drive efficiency by activating our integrations.
FAQs
The software is ready to go on day one ‘out of the box’, with just a few essential set-up and integration steps. We’ve created this step-by-step guide to get you up and running as quickly as possible. And, of course, the Senta support team is on hand to answer any questions you may have.
Sure – you can book one of our regular demos.
Uploading your client data is one of the first things you do when using Senta. You can also import client data from integration partners like Xero and Quickbooks. Or set up a ‘Zap’ connection via Zapier to your own bookkeeping software. It’s really easy – take a look at our how-to guide here.
Absolutely. You can customize forms, jobs, services and admin functions and even the inbuilt things like drop-down lists, client forms and contact forms.
Yes – and you can email and text your clients on both an ad hoc basis and set up automated messages as part of a job. Not only that, but it also connects with existing email systems, so your data is all in one place. You can also bulk email to your clients as part of any marketing campaign. The text messages come from a no-response number and there are no additional charges for text messages.
Yes, we start you off with a 1-hour training session. After that, we offer online training, demos, videos and plenty of user guides. Plus, we have regular training sessions around different features. And there’s always the help desk where you can submit a ticket.
We take data security extremely seriously. SSL certificates, with the latest cipher configurations, ensure that your data, and your clients’ data, is protected in transit.
