Senta
Senta: Client onboarding, document exchange and workflow tools for accounting practices. Ranked #17 of 19 in Client Portal Software by our editors (6.9/10); pricing: 30-day trial; best for accounting practices managing onboarding and client exchange.
At a glance
- Editor score6.9 / 10
- Pricing30-day trial
- Best forAccounting practices managing onboarding and client exchange
- Free planNo
- Facts checked24 Sep 2026
Where it wins
- Configurable onboarding forms, jobs, tasks and reminders
- Client portal supports uploads, document exchange and signing
- Unlimited document storage and accounting integrations
Where it doesn't
- Paid plans are charged by practice user
- Portal is web-based, with no other platform listed
- Workflow and client-management breadth may exceed portal-only needs
Our verdict on Senta
Senta brings client relationship management and a client portal together in cloud-based practice management software for accounting and bookkeeping firms. Clients can use the portal to view and upload documents, complete tasks and sign documents electronically, while practices manage onboarding, communications and work from the same service. Configurable forms, fields, jobs and workflows make it a fit for firms that want to shape processes around their own client work, from solo practices to larger firms.
Its portal is part of a broader workflow rather than a standalone document exchange tool. Practices can assign tasks, schedule repeat jobs, set reminders and track overdue work; document text extraction and search help organize exchanged files. Dashboards and performance insights extend the focus to practice operations. Unlimited document storage and client portal access included for clients are useful for firms managing ongoing exchanges, while CRM features include email and SMS messaging. Buyers seeking only a lightweight portal may find the wider practice-management scope unnecessary.
Senta charges for practice-user access, with monthly and annual subscriptions; the annual option is described as a 20% discount from the monthly price. Monthly pricing decreases by user band as practice users are added, and a 30-day free trial is available without a required card. Integration options include Xero, QuickBooks, FreeAgent, Dext Precision, GoCardless, GoProposal and Zapier, among others, which supports accounting and business application workflows. Choose Senta if onboarding, client exchange and configurable practice workflows belong in one system. Consider a narrower alternative if you need only a client portal or require a non-web platform.
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Senta pricing
All 2 Senta plans and prices →
Senta fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client limit | Not verified |
| Team users included | Not verified |
| File storage | Not verified |
| E-signatures | Yes |
| Custom branding | Yes |
| Invoicing | Not verified |
| Workflow automation | Yes |
| Free trial | 30 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Support | Tickets, Phone, Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: CircleLoop, Companies House, Dext Precision, FreeAgent, GoCardless, GoProposal … |
| Pricing | 30-day trial (source) |
| Website | senta.co.uk |
| Facts checked | 24 Sep 2026 |
Senta integrations
Senta lists 11 integrations on its own site.
- CircleLoop
- Companies House
- Dext Precision
- FreeAgent
- GoCardless
- GoProposal
- Melu
- The Pensions Regulator
- QuickBooks
- Xero
- Zapier
Alternatives to Senta
- ShareFileSecure client portals and document workflows, with paid tiers for different needs.9.2
- ClinkedClinked brings client collaboration into branded workspaces, with paid plans starting at $11 per user monthly.8.8
- OnehubBranded portals and data-room controls, with no built-in client request intake.8.7
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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