Canopy
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Website: www.senta.co
Last reviewed . Pricing and features change frequently — confirm current details with the vendor.
Senta is a practice management platform for UK and international accounting firms, covering automated workflows, client communication tracking, and compliance deadline management. It is part of the IRIS Software Group range.
The emphasis is on automating client contact rather than internal task management. Job templates trigger reminders and document requests on a schedule, so the first several attempts to obtain records from a client happen without anyone deciding to send them.
That matters because chasing is both the largest administrative cost in a compliance practice and the work most likely to be deferred. Automating it means the follow-up sequence actually runs, and staff involvement is reserved for clients who have not responded to any of it.
Workflow automation builds jobs from templates with scheduled triggers for reminders, status changes, and task assignment. Compliance tracking monitors filing deadlines across the client base, generating tasks and alerts against statutory dates.
Client records hold a complete history of emails, tasks, and notes, so any team member can pick up a client without reconstructing context from individual inboxes.
Integrations cover Xero, QuickBooks Online, Companies House, and HMRC services, so client and filing data align with the systems of record.
From £25.60 per user per month.
Small and mid-sized practices, particularly in the UK, whose main constraint is client responsiveness and administrative follow-up rather than complex internal workflow.
Firms wanting deeper workflow, capacity planning, or an integrated client portal should compare Karbon, BrightManager, and Capium for the UK market, or Financial Cents and Canopy internationally.
Other practice management tools for accounting firms, ordered by how much of Senta (Iris Software Group)'s functionality they cover. Our feature data is still incomplete for BrightManager (formerly Accountancy Manager), so it ranks lower here than a full assessment might place it.
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Qount is a unified practice management platform for multi-service accounting firms covering workflow automation, billing, and client management.
Practice management platform for accounting firms combining workflows, client requests, documents, email, proposals, time tracking, and billing.
UK practice management software for accountants with automated deadline tracking, client onboarding, and HMRC/Companies House integration.
All-in-one practice management for accounting firms combining CRM, workflows, client portal, document management, and billing.
Practice management platform built for accounting firms with workflow automation, team collaboration, and client management tools.
Browse all Practice Management tools or read our in-depth guide.
Browse Practice Management tools