New client portal practice user guides

Client portal guide for practice users
  The Senta client portal is the easy and secure way to send documents, receive files, and assign tasks to your clients.  Main dashboard The ...
Mon, 28 Oct, 2019 at 12:20 PM
Client-contact linking
This does happen fairly commonly in accountancy practices – for example when an individual is a contact on a client company, say, a director, and yet is als...
Tue, 9 Apr, 2019 at 1:27 PM
How contacts with multiple companies use the client portal
Quite often a client will have two or more companies and you'll be adding them as a contact on each of them.  You might wonder how this works when you ...
Tue, 18 Sep, 2018 at 2:09 PM
Activating a client to use the client portal
The most efficient and secure way to interact with your clients in Senta is through the Client Portal. This is a dedicated area of your Senta workspace that...
Tue, 9 Apr, 2019 at 1:25 PM
What happens when my client uploads a document?
Clients can upload documents via the Senta client portal whenever they like.  Obviously it's important that you find out about it.  Here's what ha...
Mon, 23 Apr, 2018 at 4:03 PM
Turning on the new client portal beta test
The new client portal is now available for beta testing, either for all of your clients, or just a selected few. Go to Settings > General settings &g...
Fri, 10 May, 2019 at 12:12 PM
Setting deadlines for your client
If you have the deadlines area turned on for your clients, you can set Senta to display upcoming deadlines to your clients in the client portal. To set...
Tue, 9 Jul, 2019 at 12:13 PM
How does the Q&A feature work?
Senta's Q&A feature takes all of the risk out of sending confidential information via email, by allowing you and your client to contact each other ...
Tue, 8 Oct, 2019 at 9:55 AM
What do I do if my client can't get into the portal?
There are a number of reasons why a client might have difficulty signing in to the portal. Below we list the most common reasons, but if you go through thes...
Thu, 24 Oct, 2019 at 6:44 PM
How do I update my clients' email address?
If your client changes their email address, there are a few easy steps to follow to ensure that they still have access to their items on the client portal. ...
Fri, 8 Nov, 2019 at 4:27 PM