Cliénta
Cliénta: A UK-focused onboarding workflow with Companies House prefill, AML integrations and HMRC authorisation. Ranked #7 of 17 in Client Onboarding Software by our editors (7.8/10); pricing: Paid; best for UK accounting firms automating client setup.
At a glance
- Editor score7.8 / 10
- PricingPaid
- Best forUK accounting firms automating client setup
- Free planNo
- Paid from£79/mo
- Client portalYes
- Facts checked24 Sep 2026
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
Our verdict on Cliénta
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 with HMRC. Staff can track progress, assign work and sign off before client data syncs to accounting software. That makes it a focused option for firms looking to coordinate client setup and compliance steps in one workflow rather than assemble them manually across separate processes.
The workflow is especially relevant to UK firms: Cliénta retrieves Companies House data to prefill forms and supports HMRC 64-8 authorisation. It integrates with accounting products including FreeAgent, Xero, Sage and QuickBooks Online, and routes engagement letters through e-signature tools such as DocuSign and PandaDoc. Identity and AML provider integrations include Veriphy, SmartSearch, Firmcheck and Veriff. Firms can also send reminders, manage offboarding and export compliance records and audit trails. This combination suits practices that need onboarding linked to their accounting and verification stack; firms seeking a general-purpose onboarding tool without UK-specific tax and company workflows may find the focus less relevant.
Pricing is monthly per firm: Starter is £79, Growth is £149 and Enterprise is £349. All three list white-label branding, accounting integrations and AML providers, automated clearance letters, client offboarding and exportable audit trails; Growth and Enterprise add API access. There is no free plan. The published FAQ says Cliénta is recruiting design partners ahead of general availability, an important consideration for firms weighing rollout timing. Solo, small and mid-market firms with a suitable UK workflow may see a fit, while firms needing an established general-availability product should weigh that status before choosing it.
Your product? Our editors can test Cliénta in depth and publish a review, labelled as paid · from $149/mo →
Cliénta pricing
All 3 Cliénta plans and prices →
Cliénta fact sheet
| Free plan | No |
|---|---|
| Paid from | £79/mo |
| Client portal | Yes |
| Intake forms | Yes |
| Document collection | Not verified |
| Workflow automation | Yes |
| E-signatures | Yes |
| Portal branding | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 15 integrations: FreeAgent, DocuSign, PandaDoc, Socket, Xama, Xero … |
| Pricing | Paid (source) |
| Website | clienta.co.uk |
| Facts checked | 24 Sep 2026 |
Cliénta integrations
Cliénta lists 15 integrations on its own site.
- FreeAgent
- DocuSign
- PandaDoc
- Socket
- Xama
- Xero
- Sage
- QuickBooks Online
- Companies House
- Charity Commission
- Veriphy
- SmartSearch
- Firmcheck
- Veriff
- HMRC
Alternatives to Cliénta
- OnRampStructured onboarding with branded portals, workflow automation, CRM sync, and reporting.8.9
- RocketlaneA customer portal and project workspace for coordinating onboarding and delivery.8.8
- GUIDEcxA customer-facing project portal for coordinating multi-step implementations.8.6
See all Cliénta alternatives →
Cliénta vs the competition
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- Cliénta vs Content Snare
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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