Cliénta vs. Valuecase 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 Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.
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 B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration
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 No information available. 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 Valuecase Founded: 2021 Germany www.valuecase.com
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Categories Customer Onboarding	Categories Customer Onboarding Digital Sales Room

Integrations Calendly FreeAgent Google Docs Google Meet Google Sheets Google Slides HubSpot CRM Loom PandaDoc Pipedrive QuickBooks Accountants Senta Slack SmartSearch Socket Typeform Vidyard Vimeo Zapier Zoom Show More Integrations View All 9 Integrations	Integrations Calendly FreeAgent Google Docs Google Meet Google Sheets Google Slides HubSpot CRM Loom PandaDoc Pipedrive QuickBooks Accountants Senta Slack SmartSearch Socket Typeform Vidyard Vimeo Zapier Zoom Show More Integrations View All 20 Integrations
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