Case Study: Rowdens Chartered Accountants achieves streamlined practice management and AML-compliant onboarding with Senta

Rowdens Chartered Accountants - Customer Case Study

Rowdens Chartered Accountants, a cloud-first practice that has used Xero since 2011, needed to formalise their practice management and onboarding workflows. They chose Senta’s practice management system to integrate with their existing stack (Xero, GoCardless, Outlook) and to tie in with GoProposal for smoother client onboarding.

Senta provided client lists, customizable dashboards, job tracking and integrations so accepted GoProposal proposals automatically kick off client records and jobs, and AML checklists/forms are tracked centrally. Using Senta, Rowdens gained a single place for compliance and task management, reduced manual steps, improved visibility across jobs, and unlocked capacity for more marketing and automation.

Rowdens Chartered Accountants