Frequently Asked Questions

Answers to common questions about partnering with Sentient, from onboarding and security to technology, and integrations.

CLIENT

We kick off with a discovery call to understand your firm, systems, and client needs. From there, we co-build a roadmap to ramp up efficiently with minimal disruption.
Most firms are fully up and running within 2–4 weeks, depending on complexity. We move fast but make sure quality and communication stay sharp throughout.
Yes. You’ll have a consistent team (or individual) aligned to your firm, plus a team lead to manage quality, timelines, and communication.
We start small, scale smart. That means shadowing, parallel processing, and quality checks before fully transitioning ownership of any workstream.

SECURITY

We follow strict protocols to safeguard your data, including secure file sharing, password-protected systems, and adherence to industry best practices around data privacy and storage.
Our team operates remotely with controlled access to only the systems and files required for their assigned tasks. All access is logged and monitored regularly by team leads.
Yes — in fact, we prefer it. We integrate directly into your workflow using your preferred accounting platforms, project management tools, and file systems.
Absolutely. We’re happy to sign NDAs, and we can also provide a detailed overview of our internal security policies upon request.

OUTSOURCING

We partner with firms looking to streamline their client accounting services through trusted, white-labeled support. Whether you're scaling up or filling internal gaps, we embed seamlessly into your team.
Start with a quick discovery call to explore your goals. If it's a good fit, we tailor a ramp-up plan around your systems, workflows, and timelines.
Nope. We adapt to your preferred platforms — from QuickBooks and Xero to more custom stacks. Our team is flexible and fast to onboard.
We’re best suited for firms needing consistent support (think: multiple clients, ongoing work), but we’re open to smaller engagements if the fit’s right.

TECHNOLOGY

We work inside your preferred systems. Most commonly, that includes QuickBooks Online/Desktop, Xero, Bill.com, Gusto, Karbon, and Google Workspace — but we’re always learning.
Yes. Our onboarding includes a full tech walk-through so we can plug in smoothly. We adapt to your workflows instead of reinventing them.
We can! Once we understand your setup, we often suggest simple process improvements, automations, or tech tweaks that save time.