Client portal practice user guides
The Senta client portal is the easy and secure way to send documents, receive files, and assign tasks to your clients. The URL for your clients t...
Thu, 8 Apr, 2021 at 3:53 PM
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...
Wed, 20 Oct, 2021 at 5:21 PM
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 w...
Mon, 6 Jan, 2020 at 4:31 PM
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...
Fri, 20 Mar, 2020 at 4:07 PM
Clients can upload documents via the Senta client portal whenever they like. Obviously, it's important that you find out about it. TABLE OF CONTENT...
Thu, 22 Apr, 2021 at 3:35 PM
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
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
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 v...
Wed, 8 Sep, 2021 at 5:05 PM
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
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. ...
Mon, 15 Mar, 2021 at 12:37 PM