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About

Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.

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

Customer onboarding checklist platform for businesses wanting to send every customer a personalized onboarding plan, with automated email reminders, due dates, and assigned tasks

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

$99 per month
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

Arrows
Founded: 2018
United States
arrows.to/features/

Company Information

Cliénta
Founded: 2025
United Kingdom
clienta.co.uk

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Integrations

Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Salesforce
Senta
SmartSearch
Socket
Veriff
Xero
Zapier

Integrations

Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Salesforce
Senta
SmartSearch
Socket
Veriff
Xero
Zapier
Claim Arrows and update features and information
Claim Arrows and update features and information
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