Clustdoc vs Cliénta

Clustdoc8.3Visit Cliénta7.8Visit

Higher score Clustdoc #5 in Client Onboarding Software 8.3/10 7-day trial Free trial✓ 2 of 6 features Visit Clustdoc

vs

Cliénta #7 in Client Onboarding Software 7.8/10 Paid ✓ 5 of 6 features Visit Cliénta

• Clustdoc fits best

  Teams needing configurable intake and signatures

• Cliénta fits best

  UK accounting firms automating client setup

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Side by side

Feature	Clustdoc 8.3/10 Visit ↗	Cliénta 7.8/10 Visit ↗
At a glance
Editor score	8.3	7.8
Ranking	#5 in Client Onboarding Software	#7 in Client Onboarding Software
Best for	Teams needing configurable intake and signatures	UK accounting firms automating client setup
Pricing model	Paid	Paid
Starting price	$190/mo	£79/mo
Free plan	—	—
Free trial	7 days	—
Deployment	Cloud, Mobile, Browser extension	Cloud
Platforms	Web, Chrome extension	Web
Support	Email, Docs	Email
Compliance	GDPR, 2FA	GDPR
Integrations	7,000+ integrations	15 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features Clustdoc 2/6 · Cliénta 5/6
Client portal	✓	✓
Intake forms	Not checked yet	✓ (best)
Document collection	Not checked yet	Not checked yet
Workflow automation	Not checked yet	✓ (best)
E-signatures	✓	✓
Portal branding	Not checked yet	✓ (best)
Our review
Pros	Combines forms, document collection, e-signatures, and payment capture. Client portals support branded access, with role-based permissions and audit trails. Conditional approvals, reminders, and integrations support structured workflows.	Prefills client forms with Companies House data and supports HMRC 64-8 authorisation Connects identity and AML checks with accounting and e-signature tools Tracks progress, assigns staff and exports compliance records and audit trails
Cons	Pro starts at $190 per month, a high entry price for smaller teams. Expert and Ultimate pricing is quote-based. No free plan is offered; the free trial lasts 7 days.	Starts at £79 per firm monthly, with no free plan The published FAQ says it is recruiting design partners ahead of general availability Runs on the web and lists email as its support channel
Our verdict	Clustdoc is a cloud-based client onboarding platform for organizations that need to gather client information through structured, document-heavy processes. It brings intake forms, checklists, file collection, signatures, approvals,… Read the review →	Cliénta is cloud-based client onboarding software for UK accountancy firms. Its branded portal guides clients through a secure magic link to submit personal, company and tax details, complete identity and AML checks, and authorise the firm… Read the review →

Strengths and trade-offs

• Clustdoc — where it wins

  • Combines forms, document collection, e-signatures, and payment capture.
  • Client portals support branded access, with role-based permissions and audit trails.
  • Conditional approvals, reminders, and integrations support structured workflows.

  Where it doesn't

  • Pro starts at $190 per month, a high entry price for smaller teams.
  • Expert and Ultimate pricing is quote-based.
  • No free plan is offered; the free trial lasts 7 days.

• Cliénta — where it wins

  • Prefills client forms with Companies House data and supports HMRC 64-8 authorisation
  • Connects identity and AML checks with accounting and e-signature tools
  • Tracks progress, assigns staff and exports compliance records and audit trails

  Where it doesn't

  • Starts at £79 per firm monthly, with no free plan
  • The published FAQ says it is recruiting design partners ahead of general availability
  • Runs on the web and lists email as its support channel

• Clustdoc8.3/10 · 7-day trial

  Clustdoc brings client intake, document collection, approvals, signatures, and payments into one portal.

  Visit ClustdocFull verdict →
• Cliénta7.8/10 · Paid

  A UK-focused onboarding workflow with Companies House prefill, AML integrations and HMRC authorisation.

  Visit CliéntaFull verdict →