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
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
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
Not 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
Supported
Free Trial
Not 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
Supported
Webinars
Not Supported
Live Online
Not 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 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 |
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Categories |
Categories |
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Integrations
Docusign
Not Supported
FreeAgent
Not Supported
PandaDoc
Not Supported
QuickBooks Accountants
Not Supported
Senta
Not Supported
SmartSearch
Not Supported
Socket
Not Supported
Veriff
Not Supported
Xero
Not Supported
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Integrations
Docusign
Supported
FreeAgent
Supported
PandaDoc
Supported
QuickBooks Accountants
Supported
Senta
Supported
SmartSearch
Supported
Socket
Supported
Veriff
Supported
Xero
Supported
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