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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.

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 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

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

Audience

Collaboration tool for companies wanting to manage software

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Baton
Founded: 2019
United States
www.hellobaton.com/product

Company Information

Cliénta
Founded: 2025
United Kingdom
clienta.co.uk

Alternatives

Alternatives

TaskRay

TaskRay

Bracket Labs
Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Integrations

Docusign Not Supported
FreeAgent Not Supported
Meltano Supported
PandaDoc Not Supported
QuickBooks Accountants Not Supported
Senta Not Supported
SmartSearch Not Supported
Socket Not Supported
Veriff Not Supported
Xero Not Supported

Integrations

Docusign Supported
FreeAgent Supported
Meltano Not Supported
PandaDoc Supported
QuickBooks Accountants Supported
Senta Supported
SmartSearch Supported
Socket Supported
Veriff Supported
Xero Supported
Claim Baton and update features and information
Claim Baton and update features and information
Claim Cliénta and update features and information
Claim Cliénta and update features and information