Clients receive a magic link and complete a guided multi-step process covering: personal details, company information (including Companies House verification), identity verification via your chosen AML provider, tax details, and any additional compliance steps such as Anti-Money Laundering declarations. You can track their progress in real time from the Clients section.

Yes. Clients can stop at any point and return using the same magic link. Their progress is saved automatically at each step. You can also re-send the link to a client at any time from their profile if they've lost it.

Yes. Cliénta supports onboarding for individuals, sole traders, partnerships, limited companies, LLPs, and charities. The onboarding flow adapts automatically based on the client type selected. For limited companies and LLPs, we automatically pull information from Companies House to pre-fill certain fields, and for charities we look them up on the Charity Commission register.

Cliénta integrates with Xama, SmartSearch, Veriphy, Firmcheck, and Veriff. You can select and configure your preferred provider under Integrations → AML Provider. Only one provider can be active at a time, and clients will be directed to that provider’s verification flow during onboarding.

Every client has a downloadable AML record PDF covering their identity details and key dates, the AML check result from your provider (with its reference, PEP and sanctions match counts, and check history), the ID checks for any directors, owners, or partners, and the sign-off decisions. For an inspection, your MLRO can download a pack for a date range: a ZIP with a PDF per client, a summary CSV, and a checksum manifest. It’s designed to support your regulatory audit trail.

Go to Integrations → Accounting Software → FreeAgent, Xero, Sage, or QuickBooks Online. Each uses one-click OAuth - no manual API keys, no developer setup. Once connected, client data is automatically synced after onboarding is complete.

When a client enters their Companies House number during onboarding, Cliénta automatically retrieves their registered details, directors, and Persons with Significant Control (PSC). This data is used to pre-fill the onboarding form and to identify the directors and owners who each need their own ID check.

Clients see a clean, branded portal with your firm’s logo and colours. They’re guided step-by-step through the onboarding process with clear instructions at each stage. The portal works on desktop, tablet, and mobile. Clients never need to create an account — they access everything via their unique magic link.

Go to Admin Settings → Branding & Company. You can upload your firm’s logo (shown in the client portal and on reports), set your primary brand colour, and update your firm’s contact details. Changes take effect immediately across all client-facing pages.

Yes. All data is stored in the UK, on Google Cloud in the London region (europe-west2), with automated daily backups. Data is encrypted in transit and at rest. For full details, please see our Privacy Policy.

Cliénta is purpose-built for UK accountancy firms. Unlike generic onboarding tools, it includes ID and AML checks through your own provider, Companies House and Charity Commission lookups, partner sign-off, and MLRO inspection packs out of the box. It supports all UK entity types (sole traders, partnerships, LLPs, limited companies) and integrates with FreeAgent, Xero, Sage, and QuickBooks Online. Per-firm pricing from £79/month covers the entire team - no per-seat charges, no feature gates.

Most onboarding tools are either generic (not built for accountants) or leave you stitching together forms, emails, AML checks, and compliance records by hand. Cliénta brings these into a single platform with one flat fee. It also offers white-label branding, a magic link experience that requires no client login, and direct integration with Companies House and the Charity Commission - features that general-purpose tools do not provide.

Yes. Cliénta is designed for UK firms with 1-25 partners, from sole practitioners to multi-office practices. The Starter tier at £79/month covers up to 5 staff and 50 new clients per year - enough for most sole-practitioner workloads. Per-firm pricing means there are no per-client fees and no per-seat charges, so it scales affordably as the team grows. Many small firms use Cliénta to give clients a professional, branded onboarding experience that would otherwise require enterprise-level software.

Cliénta orchestrates rather than replaces. We integrate with five leading AML providers (Xama, SmartSearch, Veriphy, Firmcheck, and Veriff) and run them inside the onboarding flow. The firm keeps its existing AML contract; AML provider charges are pass-through at the firm’s contracted rate with no Cliénta markup. Around your chosen provider, Cliénta sends every director, owner, and partner their own ID-check link, records each result, and produces per-client AML records and MLRO inspection packs.

No. Cliénta does not produce or send engagement letters, so keep using your existing process for those. We do natively generate clearance letters (incoming-accountant standard letter) and disengagement letters when you offboard a client.

Yes - we are recruiting 10 design partner firms ahead of general availability. The deal: 90 days free, then £49/month for life thereafter (locked rate, never moves with public pricing). In exchange, design partners commit to one written case study and one short on-camera quote within 60 days, plus weekly check-in calls during the trial. Founder-led 30-minute onboarding session included. Email mark@clienta.co.uk to apply.