Senta review

Senta sells one plan per user that the company says includes everything: no hidden extras, no record limits and no per-module charges, with free access for clients. The product covers a CRM for email and SMS client contact, customizable workflows, and a client portal with a secure document area and unlimited eSigning. It integrates with FreeAgent, QuickBooks, Xero and GoProposal, plus thousands of apps through Zapier, and can pull client accounting data to surface financial anomalies. Annual payment earns a 20% discount, and there is a 30-day free trial without a credit card. We could not confirm the US dollar price from the page as fetched here, because the price shown depends on a country selector, so the price is marked as pending. The pricing page also says little about time tracking or invoicing, which firms comparing it with Karbon or Financial Cents should ask about during the trial.

Who it is for

Small firms that want a single all-inclusive per-user price with CRM, workflow and a client portal.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• CRM for managing client relationships by email and SMS
• Customizable workflows
• Client portal with a secure document portal and unlimited eSigning
• Integrations with FreeAgent, QuickBooks, Xero and GoProposal, plus Zapier
• Financial insights with alerts on anomalies in client data

Strengths and weaknesses

• Strength: One price includes every feature with no per-module charges
• Strength: Clients use the portal free
• Strength: 30-day free trial with no credit card
• Weakness: USD price could not be confirmed from the page as fetched
• Weakness: No published time tracking or billing details on the pricing page
• Weakness: Integrations lean toward UK accounting tools such as FreeAgent

Key facts

• Free trial: 30 days, no credit card
• Annual discount: 20%
• Client access: Free for clients

Where it ranks

Senta is No. 9 in our Best Practice Management Software for Accountants verdict.