Cliénta vs. Socket Comparison


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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 Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. It helps practices move from tracking leads to signing proposals and beyond into onboarding, billing, repricing, renewals, and customer satisfaction, all in one streamlined client journey. Socket lets firms build a service menu once, define services, set fees, and present options to clients in a transparent, professional way designed to protect margins. Its proposal builder helps users send polished, branded proposals in minutes, package services, present tiered options, and get client sign-off faster without relying on spreadsheets. Engagement letters can be generated directly from proposals with customizable templates that are ready to sign in seconds. Socket also connects with tools like Xero to automate repetitive handoffs between proposals, onboarding, and billing, so nothing falls through the cracks.
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 Accounting and bookkeeping practices that need proposal, pricing, onboarding, billing, and scope management tools to grow profitably
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 View more images or videos
Pricing £79 per month per firm Free Version Free Trial	Pricing $13.52 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: 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 Cliénta Founded: 2025 United Kingdom clienta.co.uk	Company Information Socket Digital Limited Founded: 2023 United Kingdom www.usesocket.com
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Bonder View All	Outbooks Proposal Outbooks View All
Categories Customer Onboarding	Categories Accounting Practice Management

Integrations Xero Adfin Cliénta Docusign FreeAgent GoCardless PandaDoc QuickBooks Accountants QuickBooks Online Senta Slack SmartSearch Socket Veriff Zapier Show More Integrations View All 9 Integrations	Integrations Xero Adfin Cliénta Docusign FreeAgent GoCardless PandaDoc QuickBooks Accountants QuickBooks Online Senta Slack SmartSearch Socket Veriff Zapier Show More Integrations View All 7 Integrations
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