Award-winning cloud accounting provider, FreeAgent, is now integrated with Senta - the leading cloud-based practice management platform.
This integration allows you to save time by quickly and easily exporting client data - including contacts, dates, reports and full trial balance data - from the FreeAgent dashboard straight to your Senta account.
Senta combines client relationship management (CRM) with workflow, email, document signing and other customisable features that can help make your practice more efficient. You can automate many of your daily tasks and reminders in Senta, and with this integration you can now pull client data directly from FreeAgent rather than having to add it in two separate places!
By providing your clients with insights derived from their data, you’ll be able to differentiate your practice from competitors by adding greater value to client relationships.