Related Products
|
||||||
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
Offer your customers an entirely digitized onboarding experience while ensuring peace of mind with a fully automated regulatory compliance solution. Use innovative technology based on Artificial Intelligence so that your customers can quickly start their customer journey. We would be happy to tell you about Document processing, Identity verification, Risk Profile Assessment, and KYC Workflow.
Ensure your regulatory compliance throughout the lifecycle of your customers with a fully automated solution powered by artificial intelligence. By continuously monitoring, you effortlessly pass strict controls and contribute to a healthy financial ecosystem. In addition, our products, Risk Screening, and Customer Due Diligence make your life easier.
A comprehensive, digital document management system designed for efficient onboarding, remediation, and customer file lifecycle management. The tool balances efficient, compliant, secure data management and a seamless user experience.
|
|||||
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
Organizations that need an onboarding, KYC, and data management solution
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
£79 per month per firm
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCliénta
Founded: 2025
United Kingdom
clienta.co.uk
|
Company InformationHyarchis
Founded: 1985
Netherlands
www.hyarchis.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Data Management Features
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
|
||||||
Integrations
Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
Simplicate
SmartSearch
Socket
Veriff
Xero
|
Integrations
Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
Simplicate
SmartSearch
Socket
Veriff
Xero
|
|||||
|
|
|