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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.

About

Empiraa is a white-labeled strategy execution platform built for professional services firms that manage business planning and growth for clients. Designed for consultants, advisors, and fractional CFOs, Empiraa replaces static documents and disconnected tools with a centralized system to build, track, and manage strategic plans in real time. The platform enables users to set clear goals, assign responsibilities, and integrate with tools like Xero, Google Sheets, and HubSpot for live performance tracking. With multi-client management, automation, and full brand customization, Empiraa helps firms deliver more value, improve client accountability, and scale their services efficiently. It also supports team collaboration, streamlines onboarding, and enables service providers to productize their offering with repeatable, tech-enabled strategy delivery. Whether you're managing five clients or fifty, Empiraa gives you the tools to grow with consistency, clarity, and control.

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

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

Audience

Empiraa is built for consultants, advisors, fractional CFOs, and professional service firms who manage business planning and execution for multiple clients.

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

No images available

Screenshots and Videos

Pricing

£79 per month per firm
Free Version
Free Trial

Pricing

$99 per month
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.5 / 5
support 4.8 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Cliénta
Founded: 2025
United Kingdom
clienta.co.uk

Company Information

Empiraa
Founded: 2021
Australia
www.empiraa.com

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Clustdoc

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Siteware

Categories

Categories

Business Plan Features

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

OKR Features

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Productivity Features

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Strategic Planning Features

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Integrations

Xero
Airtable
Calendly
Docusign
Gmail
Google Calendar
Google Drive
Hootsuite
HubSpot Customer Platform
LinkedIn
MYOB
PayPal
QuickBooks Online
Salesforce
Slack
Socket
Stripe
Trello
Workato
monday AI work platform

Integrations

Xero
Airtable
Calendly
Docusign
Gmail
Google Calendar
Google Drive
Hootsuite
HubSpot Customer Platform
LinkedIn
MYOB
PayPal
QuickBooks Online
Salesforce
Slack
Socket
Stripe
Trello
Workato
monday AI work platform
Claim Cliénta and update features and information
Claim Cliénta and update features and information
Claim Empiraa and update features and information
Claim Empiraa and update features and information