Senta

19/09/2023

See also: wizard and magician may we add 😉

06/09/2023

When cybercriminals target accountancy firms, the consequences can be catastrophic. ☠️

Find out why you should be protecting your firm in our latest blog: https://bit.ly/3Rgnanf

23/08/2023

Don’t keep your thoughts to yourself when onboarding your clients. 🗣️

Every thought can become a task in Senta, so remove it from your head and stay focused. 👀

21/08/2023

Do you need help with Senta?

Our Senta Boot camp is perfect for those looking to get the most out of it, use it in the correct way and utilise all it’s features.

Our second boot camp training includes:

✅ How jobs and tasks relate to each other
✅ How to edit the Senta template form and how to create your own
✅ How to use all the features and settings within the Senta job setting area
✅ A recap of what services there are, and what they do

Like everything with Senta – this course can be entirely customised to your needs.

Speak to one of the team today at [email protected] to get started!

16/08/2023

Dates can be confusing in Senta 😪

Trial any date offsets in the date offset tester before using them! You can create as much as you need before inputting the dates into Senta.

14/08/2023

Become a Senta boss 💪

Get the most out of Senta with our Senta boot camp training.

Our first boot camp covers the following:

✅ How to get around Senta and explore some of the main features
✅ How to set up your email integration, customise your profile and configure notifications
✅ How to create basic reports and perform day-to-day actions from the client list
✅ How to add new clients, start communication with them and assign practice user roles

And much more!

Contact the team at [email protected] to get started!

11/08/2023

Accountants, can you relate? 🤣

09/08/2023

Isn’t it hard to stay in the loop of accounting news when you are so busy working. 😓

Well, in Senta, you can add the accounting news widget to your home screen to help you stay up to date with whatever is going on in the accountancy world!

02/08/2023

If you ever need to leave a task for another day, you can do so making use of scratchpads in Senta. ✏️

It will be right on your home screen the next time you log in!

Stay tuned for more top tips. 👀

31/07/2023

Is anti-money laundering (AML) compliance still front of mind in your practice? It should be!

This is a huge problem, and in 2022 alone, the global fines for AML breaches totalled £3.8bn.

Read how to toughen up on your AML compliance in our blog here: https://bit.ly/3YaaOya

What does the drive to make AML compliance more rigorous mean for accountants? Well, there’s little room for error when it comes to combatting money laundering.

14/07/2023

Are you keeping Senta tidy? 🗑️

Staying up to date on housekeeping by ticking off all your jobs will help keep you on top of everything you need to do.

07/07/2023

Do you know how to protect your business? 🤔

In our latest blog, we cover what policies you need to consider and what other HR duties you should be carrying out.

Stay compliant. Read now: https://bit.ly/3pFTi8j

Whether you’ve got one employee or thousands, you must think about how to look after your expanded team. HR policies play a major role, acting as the cornerstone for your people management.