GUIDEcx vs Cliénta

GUIDEcx8.6Visit Cliénta7.8Visit

Higher score GUIDEcx #3 in Client Onboarding Software 8.6/10 Pricing on request ✓ 0 of 6 features Visit GUIDEcx

vs

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

• GUIDEcx fits best

  Teams onboarding customers through multi-step projects

• Cliénta fits best

  UK accounting firms automating client setup

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Side by side

Feature	GUIDEcx 8.6/10 Visit ↗	Cliénta 7.8/10 Visit ↗
At a glance
Editor score	8.6	7.8
Ranking	#3 in Client Onboarding Software	#7 in Client Onboarding Software
Best for	Teams onboarding customers through multi-step projects	UK accounting firms automating client setup
Pricing model	Paid	Paid
Starting price	—	£79/mo
Free plan	—	—
Free trial	—	—
Deployment	Cloud, Browser extension	Cloud
Platforms	Web	Web
Support	Live chat, Docs, Tickets	Email
Compliance	SOC 2, SSO/SAML	GDPR
Integrations	1,000+ integrations	15 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features GUIDEcx 0/6 · Cliénta 5/6
Client portal	Not checked yet	✓ (best)
Intake forms	Not checked yet	✓ (best)
Document collection	Not checked yet	Not checked yet
Workflow automation	Not checked yet	✓ (best)
E-signatures	Not checked yet	✓ (best)
Portal branding	Not checked yet	✓ (best)
Our review
Pros	Customer-specific project views show tasks, deadlines, and progress Automations, messaging, and file sharing keep project work together Premium adds risk forecasting; Advanced adds an embedded portal	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	Quote-based pricing makes plan costs unavailable upfront No free plan or free trial AI risk features and embedded portal require higher-tier plans	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	GUIDEcx helps teams coordinate customer onboarding and implementation projects through a shared portal. Customers can see project plans, status, deadlines, and assigned tasks; complete or reassign tasks; exchange messages; and share files.… 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

• GUIDEcx — where it wins

  • Customer-specific project views show tasks, deadlines, and progress
  • Automations, messaging, and file sharing keep project work together
  • Premium adds risk forecasting; Advanced adds an embedded portal

  Where it doesn't

  • Quote-based pricing makes plan costs unavailable upfront
  • No free plan or free trial
  • AI risk features and embedded portal require higher-tier plans

• 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

• GUIDEcx8.6/10 · Pricing on request

  A customer-facing project portal for coordinating multi-step implementations.

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

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

  Visit CliéntaFull verdict →