Rocketlane vs Cliénta

Rocketlane8.8Visit Cliénta7.8Visit

Higher score Rocketlane #2 in Client Onboarding Software 8.8/10 Paid ✓ 0 of 6 features Visit Rocketlane

vs

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

• Rocketlane fits best

  Teams coordinating customer projects after purchase

• Cliénta fits best

  UK accounting firms automating client setup

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Side by side

Feature	Rocketlane 8.8/10 Visit ↗	Cliénta 7.8/10 Visit ↗
At a glance
Editor score	8.8	7.8
Ranking	#2 in Client Onboarding Software	#7 in Client Onboarding Software
Best for	Teams coordinating customer projects after purchase	UK accounting firms automating client setup
Pricing model	Paid	Paid
Starting price	$49/user/mo	£79/mo
Free plan	—	—
Free trial	—	—
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Support	Docs	Email
Compliance	SOC 2, GDPR, ISO 27001, HIPAA, SSO/SAML, 2FA	GDPR
Integrations	8 integrations	15 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business, Mid-market
Features Rocketlane 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	Customers can track project plans, tasks, timelines, files, and updates in a portal. Forms, approvals, chat, and action items support customer collaboration. Templates, time tracking, and reporting sit alongside project delivery tools.	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	Standard and Premium require annual billing and a five-team-member minimum. Resource planning, budgeting, and Salesforce and Workato integrations require Premium. Enterprise pricing is custom, and advanced access controls are reserved for that plan.	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	Rocketlane brings customer portals and project delivery tools together for service teams handling onboarding, implementation, and other customer-facing work. Customers can view project plans, tasks, status, timelines, updates, and 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

• Rocketlane — where it wins

  • Customers can track project plans, tasks, timelines, files, and updates in a portal.
  • Forms, approvals, chat, and action items support customer collaboration.
  • Templates, time tracking, and reporting sit alongside project delivery tools.

  Where it doesn't

  • Standard and Premium require annual billing and a five-team-member minimum.
  • Resource planning, budgeting, and Salesforce and Workato integrations require Premium.
  • Enterprise pricing is custom, and advanced access controls are reserved for that plan.

• 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

• Rocketlane8.8/10 · Paid

  A customer portal and project workspace for coordinating onboarding and delivery.

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

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

  Visit CliéntaFull verdict →