Case Study: Your Business Accountants achieves streamlined workflows and improved client communication during COVID-19 with Senta

Australian practice uses Senta to manage processes during COVID-19

Your Business Accountants, led by founder Eleanor Shakeshaft in Australia, faced sudden disruption from COVID-19 that exposed gaps in client communication and manual processes. To cope with rapid regulatory changes (like new ATO rules) and a shift to digital networking, the practice adopted Senta’s cloud practice management and emailing features to replace handwritten notes and ad-hoc reminders.

Using Senta, the firm implemented automated job flows, reminders, mailshots and weekly newsletters—Senta’s email tools even helped roll out new ATO rules within two weeks. The result was quicker client engagement (mailshots and newsletters “triggered people to get in touch”), clearer visibility of communications in one system, and a reduction in manual admin as Senta handled routine workflow tasks.

Your Business Accountants

Eleanor Shakeshaft

Founder