Related Products
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About
Turn your static designs into a finely-tuned and scalable service machine. Our simple designer makes it easy to take your current process and make it into clear, visual steps and stages; complete with assignments, assets, and full flexibility to adjust without having to start over. Onboard all of your clients through a single, simple dashboard. Real-time insights give you more control over time-to-value and retention. You’ll know exactly which parts of the process need your attention and innovation, and easily communicate up and down the organization. By giving your frontline employees a voice, you’ll more deeply understand customer pains and be able to optimize and innovate your process. Your employees will be more engaged and satisfied, and you’ll foster a culture of customer-focused problem solving.
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About
Cliénta makes onboarding new clients a seamless experience. It transforms the messy opening weeks of a new engagement into a single branded experience your client can complete from their device, in one sitting.
Cliénta is client onboarding software for UK accountancy firms. It replaces manual onboarding, spreadsheets, and scattered compliance checks with a single magic link. Your clients complete ID verification, AML screening, e-signatures, and HMRC authorisation in one automated, branded flow. Cliénta fits into your existing workflow and integrates with tools like Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs and numerous leading AML providers so you can onboard clients faster and stay compliant.
Ready to stop chasing clients?
Join the modern accounting firms already using Cliénta to onboard clients in minutes - not days.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses looking for an onboarding platform to keep everyone on track
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Audience
Accounting firms in the UK with more than 10 members of staff
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
£79 per month per firm
Full functionality for all tiers. The only difference in tiers is the number clients you onboard per year.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAffinity Canvas
United States
www.affinitycanvas.com/product/
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Company InformationCliénta
Founded: 2025
United Kingdom
clienta.co.uk
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Docusign
Not Supported
FreeAgent
Not Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
PandaDoc
Not Supported
Pipedrive
Supported
Puntt AI
Supported
QuickBooks Accountants
Not Supported
Salesforce
Supported
Senta
Not Supported
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Integrations
Docusign
Supported
FreeAgent
Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
PandaDoc
Supported
Pipedrive
Not Supported
Puntt AI
Not Supported
QuickBooks Accountants
Supported
Salesforce
Not Supported
Senta
Supported
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