IRIS Client Onboarding vs Cliénta

ICIRIS Client Onboarding8.2Visit Cliénta7.8Visit

Higher score IC IRIS Client Onboarding #6 in Client Onboarding Software 8.2/10 30-day trial Free trial✓ 5 of 6 features Visit IRIS

vs

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

• IRIS Client Onboarding fits best

  Accounting firms managing proposals and compliance checks

• Cliénta fits best

  UK accounting firms automating client setup

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Side by side

Feature	ICIRIS Client Onboarding 8.2/10 Visit ↗	Cliénta 7.8/10 Visit ↗
At a glance
Editor score	8.2	7.8
Ranking	#6 in Client Onboarding Software	#7 in Client Onboarding Software
Best for	Accounting firms managing proposals and compliance checks	UK accounting firms automating client setup
Pricing model	Paid	Paid
Starting price	£1,984.75/yr	£79/mo
Free plan	—	—
Free trial	30 days	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Live chat, Phone, Tickets, Community, Docs	Email
Compliance	2FA	GDPR
Integrations	7 integrations	15 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features IRIS Client Onboarding 5/6 · Cliénta 5/6
Client portal	✓	✓
Intake forms	Not checked yet	✓ (best)
Document collection	✓ (best)	Not checked yet
Workflow automation	✓	✓
E-signatures	✓	✓
Portal branding	✓	✓
Our review
Pros	Connects proposal acceptance to engagement letters and client workflows Client portal supports document collection, e-signatures and Q&A Includes AML, KYC and client ID checks with automated reminders	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	Proposal Manager pricing is separate from quote-based Practice Management Pay-as-you-go Proposal Manager charges per proposal Accounting-focused features may not suit non-accounting businesses	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	IRIS Client Onboarding brings together IRIS Elements modules for accounting practices that need to move prospects into client work. It supports proposal creation and pricing, online acceptance, engagement-letter generation, AML and client… 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

• IRIS Client Onboarding — where it wins

  • Connects proposal acceptance to engagement letters and client workflows
  • Client portal supports document collection, e-signatures and Q&A
  • Includes AML, KYC and client ID checks with automated reminders

  Where it doesn't

  • Proposal Manager pricing is separate from quote-based Practice Management
  • Pay-as-you-go Proposal Manager charges per proposal
  • Accounting-focused features may not suit non-accounting businesses

• 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

• ICIRIS Client Onboarding8.2/10 · 30-day trial

  Combines proposals, compliance checks, document collection and practice workflows.

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

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

  Visit CliéntaFull verdict →