Audience
Accounting firms in the UK with more than 10 members of staff
About Cliénta
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.
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Pricing
Starting Price:
£79 per month per firm
Pricing Details:
Full functionality for all tiers. The only difference in tiers is the number clients you onboard per year.
Free Trial:
Free Trial available.
Company Information
Cliénta
Founded: 2025
United Kingdom
clienta.co.uk
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Online
Cliénta Frequently Asked Questions
Q: What kinds of users and organization types does Cliénta work with?
Cliénta works with these users and organization types: Mid Size Business, Enterprise, and Nonprofit.
Q: What languages does Cliénta support in their product?
Cliénta supports these languages: English.
Q: What kind of support options does Cliénta offer?
Cliénta offers support via online.
Q: What other applications or services does Cliénta integrate with?
Cliénta integrates with: Docusign, FreeAgent, PandaDoc, QuickBooks Accountants, Senta, SmartSearch, Socket, Veriff, and Xero.
Q: Does Cliénta have an API?
Yes, Cliénta has an API.
Q: What type of training does Cliénta provide?
Cliénta provides training in the form of documentation, live online, webinars, and videos.
Q: Does Cliénta offer a free trial?
Yes, Cliénta offers a free trial.
Q: How much does Cliénta cost?
Pricing for Cliénta starts at £79 per month per firm.
