1. Senta® practice manager - Cloud-based CRM, marketing, workflow automation, secure documents & insights for accountants.
    Try Senta practice manager now, free for 30 days. No credit card required.
    Try it yourself at senta.co/signup?cp=vi-senta-explainer

    # vimeo.com/165131690 Uploaded 218 Plays 0 Comments
  2. By selecting client list, then filtering e.g. “Partnerships”, you can send a mailshot to a targeted subset of your clients or prospects.

    Senta practice manager - Cloud-based CRM, marketing, workflow automation, secure documents & insights for accountants.

    Try Senta practice manager now, free for 30 days. No credit card required.
    Try it yourself at senta.co/signup?cp=vi-senta-mailshot

    # vimeo.com/164573327 Uploaded 96 Plays 0 Comments
  3. It's quick and simple to add new fields in Senta practice manager:

    Go into Settings > Forms, then select the form (typically "Edit client"), add a new field, give it a label, and Save. Easy as that. All existing and future clients records have this new field at the bottom of the main tab.

    Alternatively you can add fields to other tabs, add new tabs, change the type of field (number, dropdown, etc), move fields around, or delete existing fields.

    Senta practice manager
    Cloud-based CRM, marketing, workflow automation, secure documents & insights
    for accountants.

    Try Senta practice manager now, free for 30 days. No credit card required.
    Try it yourself at senta.co/signup?cp=vi-164433791

    # vimeo.com/164433791 Uploaded 75 Plays 0 Comments

Senta® practice manager

Phil Murphy @ Senta

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