Case Study: Roberts CPA achieves a 50% reduction in manual tax workflow interventions with Senta

Roberts CPA - Customer Case Study

Roberts CPA, led by owner Kevin Roberts, is a US tax and accounting firm doing about $700k in revenue that had spent nearly three years searching for a practice management solution to improve efficiency, client communication and tax workflow control. Their tax-prep process involved roughly 80 steps and they were initially cautious about adopting a UK-based product, but chose Senta to address those challenges.

Senta was implemented and customised for US workflows—adding automations, text-message sequencing and a US template built over a year of configuration—and has become the central tool driving the firm. As a result, Roberts CPA now only needs to intervene in about half of their roughly 80 tax-prep tasks, significantly reducing manual work, improving client interactions and helping differentiate the firm in a competitive market.

Roberts CPA

Kevin Roberts

Owner