Client portal practice guides

Using the client portal
The client portal is the easy and secure way to send documents, receive files, and assign tasks to your clients. The client portal looks like a simpl...
Mon, 23 Apr, 2018 at 3:27 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, 18 Sep, 2018 at 2:12 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...
Mon, 23 Apr, 2018 at 11:14 AM
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