OnRamp vs Cliénta

OnRamp8.9Visit Cliénta7.8Visit

Higher score OnRamp #1 in Client Onboarding Software 8.9/10 Pricing on request ✓ 0 of 6 features Visit OnRamp

vs

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

• OnRamp fits best

  B2B teams managing structured customer onboarding

• Cliénta fits best

  UK accounting firms automating client setup

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Side by side

Feature	OnRamp 8.9/10 Visit ↗	Cliénta 7.8/10 Visit ↗
At a glance
Editor score	8.9	7.8
Ranking	#1 in Client Onboarding Software	#7 in Client Onboarding Software
Best for	B2B teams managing structured customer onboarding	UK accounting firms automating client setup
Pricing model	Paid	Paid
Starting price	—	£79/mo
Free plan	—	—
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email	Email
Compliance	SOC 2, GDPR, HIPAA, SSO/SAML, 2FA	GDPR
Integrations	8,000+ integrations	15 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features OnRamp 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	Branded portals with reusable playbooks and conditional workflows Salesforce and HubSpot synchronization plus broad integrations Completion, bottleneck, velocity, and time-to-onboard reporting	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	No self-serve free plan or trial Contact-sales purchasing with customized plans Email is the listed support channel	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	OnRamp is a cloud customer onboarding platform for B2B post-sales teams, customer success groups, and implementation organizations. It gives customers personalized onboarding plans, assigned tasks, milestones, timelines, and progress… 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

• OnRamp — where it wins

  • Branded portals with reusable playbooks and conditional workflows
  • Salesforce and HubSpot synchronization plus broad integrations
  • Completion, bottleneck, velocity, and time-to-onboard reporting

  Where it doesn't

  • No self-serve free plan or trial
  • Contact-sales purchasing with customized plans
  • Email is the listed support channel

• 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

• OnRamp8.9/10 · Pricing on request

  Structured onboarding with branded portals, workflow automation, CRM sync, and reporting.

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

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

  Visit CliéntaFull verdict →