Related Products
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About
Baton brings software providers, their clients, and service partners into a communications portal where complex implementations are simplified. Proactively triage, report, and check project status in real time to get your products up and running faster than ever. Create individual implementation projects with highly customizable phases that fit your company’s implementation process. Set up milestones for automated status tracking and standardized project templates to scale your business faster. Leverage Baton’s business intelligence to ensure project tasks, interdependencies, and due date are logically established. Our consolidated view of all of your implementation projects provides new insights into your business. Create monitoring dashboards for your clients’ view as well as dashboards for your entire project base. Stay on top of your customer’s first real experience with your product.
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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
Collaboration tool for companies wanting to manage software
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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 InformationBaton
Founded: 2019
United States
www.hellobaton.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
FreeAgent
Meltano
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero
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Integrations
Docusign
FreeAgent
Meltano
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero
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