: Upon logging in, users see a dashboard with boxes for tasks, deadlines, and firm information .
: Users can drag and drag documents directly onto client pages or specific jobs for automatic filing .
Episode 7 - Setting up Emails and Texts. * Episode 8 - Sending automatic and ad-hoc communications. support.senta.co Senta Practice Manager
: Episode 1 covers navigating around the Senta interface, while Episode 2 explains the core mechanics of how the platform functions .
: Episode 5 focuses on Forms and Lookups, which are essential for structured data collection .
: The dashboard allows for filtering items by urgency (e.g., Outstanding), item type (e.g., Documents), or specific folders .
Watch this brief overview to see how to navigate the Senta portal and manage tasks efficiently: Senta Practice Manager Seed Accounting Solutions YouTube• Jan 11, 2022 Starting out with Senta video series