Case Study: Valued achieves a single source of truth and streamlined, scalable workflows with Senta

A ‘single source of truth’ for a twin-track practice

Valued is a multi‑award‑winning accountancy and cloud‑solutions firm (Valued Accountancy and Valued Solutions) serving about 1,500 clients—roughly 1,000 individual tax returns and 500 companies. To run a twin‑track practice efficiently, support clients remotely after COVID, and avoid fragmented tools, Valued adopted Senta as its workflow‑tracking system and “single source of truth.”

Using Senta, Valued mapped and automated end‑to‑end processes (from prospect onboarding through disengagement), centralised work, and implemented monthly improvements while preserving human client relationships. Senta enabled Valued to shift from an ~80% onsite model to mostly remote delivery, scale to serve more and international clients, and sustain its award‑winning, efficient practice, with ongoing collaboration on Senta’s product roadmap.

Valued

Stephen Paul

Valued