Related Products
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About
Aligned is a customer-facing collaboration platform that serves as both a digital sales room and a client portal, designed to enhance sales and customer success processes. It enables go-to-market teams to orchestrate complex deals, boost buyer engagement, and expedite client onboarding. It consolidates all decision-support materials into a single collaborative workspace, allowing account executives to better equip champions for internal advocacy, access more stakeholders, and maintain control through mutual action plans. Customer success managers can utilize Aligned to create personalized onboarding experiences, ensuring a smooth and efficient customer journey. Aligned offers features such as content sharing, chat, e-signature, and CRM integration, all within an intuitive interface that requires no login for clients. It is free to try, with no credit card required, and provides flexible pricing plans to accommodate different business needs.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales and customer success teams interested in a platform to streamline complex deal management and enhance client collaboration
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Audience
Accounting firms in the UK with more than 10 members of staff
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
£79 per month per firm
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAligned
Founded: 2021
United States
www.aligned.co
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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
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero
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Integrations
Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero
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