Case Study: Einstein Tax achieves streamlined task management and time savings with Senta

How Senta clients are customising their to do lists

Einstein Tax turned to Senta to cut through administrative "noise" and streamline day‑to‑day work. Accountant Dan Devonald needed a way to centralise task management, secure document handling, and avoid constant switching between email and accounting software, so he adopted Senta’s workspace with its client portal and FreeAgent integration.

Senta delivered customised work lists, a client portal for requesting and storing documents and signatures, and a FreeAgent sync that surfaces P&L, balance sheets, bank accounts and timelines inside the platform. As a result, Einstein Tax reduced time spent searching for information and coordinating with clients, gained a single place for key financials and documents, and—as Dan demonstrates—keeps task lists so tidy there were only two outstanding tasks at the time of the case study.

Einstein Tax

Dan Devonald

Einstein Tax