Case Study: IJC Finance achieves streamlined client onboarding and task management with Senta

IJC Finance continues to customise Senta to how they work as a practice

IJC Finance, a small practice that got significantly busier during lockdown, found spreadsheets weren’t keeping up with growing client work and onboarding needs. After trialling several options, they chose Senta’s practice management software to replace manual tracking and better organise tasks and client onboarding.

Using Senta, IJC Finance implemented ready-made and customisable workflows, added forms to client profiles, set automated reminders, and started using the secure Senta portal for document sharing. The result was a more reliable, trackable onboarding process, fewer missing documents and emails, and a noticeable reduction in time spent pulling together paperwork thanks to Senta’s reminders and secure notifications.

IJC Finance

Isobel Chaplin

IJC Finance