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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking for an onboarding platform to keep everyone on track

Audience

Accounting firms in the UK with more than 10 members of staff

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

£79 per month per firm
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Affinity Canvas
United States
www.affinitycanvas.com/product/

Company Information

Cliénta
Founded: 2025
United Kingdom
clienta.co.uk

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
Onboard

Onboard

Onboard.io

Categories

Categories

Integrations

Docusign
FreeAgent
HubSpot CRM
HubSpot Customer Platform
PandaDoc
Pipedrive
Puntt AI
QuickBooks Accountants
Salesforce
Senta
SmartSearch
Socket
Veriff
Xero

Integrations

Docusign
FreeAgent
HubSpot CRM
HubSpot Customer Platform
PandaDoc
Pipedrive
Puntt AI
QuickBooks Accountants
Salesforce
Senta
SmartSearch
Socket
Veriff
Xero
Claim Affinity Canvas and update features and information
Claim Affinity Canvas and update features and information
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Claim Cliénta and update features and information