Built for every screen
Clients get the same clear, guided experience on mobile, tablet, and desktop—no squinting at PDFs or awkward zooming. Onboarding feels like your firm, on whatever device they use.
FULLY AUTOMATED CLIENT ONBOARDING
Clients onboard themselves in minutes, while you get a real-time view of their progress.
What is Cliènta?
Cliènta is client onboarding software for UK accountancy firms. It replaces manual onboarding, spreadsheets, and scattered compliance checks with a single magic link. Your clients complete ID verification, AML screening, e-signatures, and HMRC authorisation in one automated, branded flow. Cliènta fits into your existing workflow and integrates with tools like Xero, FreeAgent, and leading AML providers so you can onboard clients faster and stay compliant.
Onboarding starts with a magic link.
Create a client in your dashboard to generate a secure magic link. Your client enters a branded, mobile friendly onboarding site with your brand colours, logo, and subdomain (https://yourfirmname.clienta.co.uk). As its a secure link they don't need to register an account so they can start the process without yet another login. The process guides your clients through a step-by-step process - saving progress automatically so they can return at any time. In your dashboard you can see the progress of each client, assign them to your team to manage, and set up automatic nudges to remind them to complete their onboarding.
Automate the busywork.
Clients simply enter their Companies House number. Cliènta automatically retrieves company details, directors, and Persons with Significant Control, and uses this to pre-populate the onboarding forms. This removes manual data entry, reduces errors, and eliminates duplicated work for your team.
Compliance built in - not bolted on.
Cliènta integrates with leading AML providers and runs sanctions screening against UK and UN lists. Risk ratings, identity verification, PEP declarations, and Enhanced Due Diligence responses are automatically recorded. Every onboarding produces a complete MLRO compliance record ready for internal review or regulatory inspection.
Works with the tools you already use.
Cliènta integrates with leading AML providers and runs sanctions screening against UK and UN lists. Risk ratings, identity verification, PEP declarations, and Enhanced Due Diligence responses are automatically recorded. Every onboarding produces a complete MLRO compliance record ready for internal review or regulatory inspection.
ACCOUNTANTS SEE
Login to your dashboard
Get an overview, see where your clients are located, and see how your team are progressing.
Client Details
Get an overview of your clients, their progress for onboarding, assign then to your team to manage, filter by date too
Drill down into your clients
See all the details of your client, their progress for onboarding, and any notes your team have added to their onboarding.
Your existing AML provider is integrated
We've integrated with leading AML providers so clients can use your existing provider to run AML checks on your clients.
Accounting software integration
Instead of copying and pasting data, you can connect your existing accounting software to Cliènta so data is automatically synced after onboarding is complete. This saves you time and reduces errors.
64-8 HMRC Authoristion
With a click of a button, your client can authorise your firm to work on their behalf with HMRC.
Your branding, colours, fonts, and logo
We wanted to make sure Cliènta felt like your firm, so every Accountant gets their own url (eg https://yourfirmname.clienta.co.uk) with your own logo, brand colours, fonts, and more.
Manage your team
Add your team, give them different permissions, see how your team are progressing, add people to sign off the clients onboarding
Yes, we have an API
Developers rejoice! We have an API so you can integrate Cliènta with your existing software tools.
CLIENTS SEE
Step one
Your client receives a "magic link" - a secure link to their onboarding process so there are no logins needed. Their link takes them through to your branded onboarding site (eg https://yourfirmname.clienta.co.uk) with your logo, your brand colours, and your font so it all feels familiiar to them.
Step two
Clients add or edit their personal details
Step three
Next, clients add details of their old accountants, along with their tax details
Step four
Clients only need to enter their Companies House name or number. Clienta automatically retrieves all their company details, directors, and Persons with Significant Control, and uses this to pre-populate the onboarding forms. This removes manual data entry, reduces errors, and eliminates duplicated work for your team.
Step five
Anti-money laundering checks happen next, and the client will use your preferred AML provider that you have chosen in your admin panel. This automatically uses your tokens from your chosen provider to run the checks.
Step six
We securely take clients through the 64-8 HMRC authorisation process for VAT, PAYE, and Corporation Tax. The client really is onboarding themselves!
Final step
Once you are happy with all the client information received, you can chose to pass it onto your internal sign off point (often a partner or director) to review and approve the onboarding. Once signed off the client will receive an email to ask them to complete the final part of the process, to Authorise you to work on their behalf with HMRC with the digital 64-8 form that we have also integrated into Clienta.
Why Cliènta?
Onboarding and offboarding, end to end
Run full journeys from welcome to completion—and when it is time to part ways, run a proper offboarding flow instead of another “we will get to it” task. Smooth handovers from former accountants, with one less thing on your mental load.
Magic links—no new passwords
Clients open a secure link; there’s no “create yet another account.” They can step away and pick up where they left off, and we’ll send gentle nudges on your behalf so nothing sits forgotten.
Integrations first—we stay in our lane
We’re not building a second practice-management suite. Cliènta is built around onboarding and the best possible experience for clients and firms, connected to the software you already rely on.
A full admin view for your team
See how every client is progressing, assign ownership across your team, and trigger sign-off only when onboarding is 100% complete—so handovers stay controlled and accountable.
Compliance you can export in one go
Compliance isn’t bolted on at the end—it’s designed in from the start. Download the completed journey as a single PDF with identity checks, AML record, signatures, and key details ready for your files or audit trail.
Your brand, not a generic portal
Clients see your colours, logo, and wording—so onboarding feels like an extension of your practice, not another SaaS login screen.
FREQUENTLY ASKED
QUESTIONS
Getting Started
1. How does the client onboarding process work?
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.
2. Can a client save their progress and return later?
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.
3. Can I onboard sole traders and individuals as well as limited companies?
Yes. Cliénta supports onboarding for sole traders, partnerships, limited companies, and LLPs. The onboarding flow adapts automatically based on the client type selected. For limited companies, we automatically pull information from Companies House to pre-fill certain fields.
AML & Compliance
4. What AML providers does Cliénta support?
Cliénta integrates with XamaTech, 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.
5. How is the risk rating calculated?
The risk rating considers several factors: the client's country of residence and trading, the nature of their business, any PEP (Politically Exposed Person) declarations, sanctions screening results, and the source of funds. Low risk clients may require standard CDD; Medium and High risk clients may trigger Enhanced Due Diligence (EDD).
6. What is the MLRO report?
The Money Laundering Reporting Officer (MLRO) report is a PDF summarising a client’s full compliance picture: risk rating, CDD status, sanctions screening results, EDD (if applicable), periodic review history, and Beneficial Owner (UBO) records. You can download it at any time from a client’s profile. It’s designed to support your regulatory audit trail.
Integrations
7. How do I connect my accounting software?
Go to Integrations → Accounting Software → FreeAgent (or Karbon). For FreeAgent, you’ll need to enter your OAuth credentials from the FreeAgent Developer Dashboard. For Karbon, you’ll need your Bearer Token and Access Key from the Karbon Developer Centre. Once connected, client data is automatically synced after onboarding is complete.
8. What does the Companies House integration do?
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, create UBO records, and take a snapshot for future comparison during periodic AML reviews.
Client Portal & Security
9. What does the client portal look like to my clients?
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.
10. How do I customise my firm’s branding?
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.
11. Is my data backed up and secure?
Yes. All data is stored on Google Cloud Platform with automated daily backups. Data is encrypted at rest and in transit. For full details, please see our Privacy Policy.
Comparisons & Alternatives
12. What is the best client onboarding software for UK accountants?
Cliénta is purpose-built for UK accountancy firms. Unlike generic onboarding tools, it includes AML screening, Companies House integration, HMRC 64-8 authorisation, and MLRO report generation out of the box. It supports all UK entity types (sole traders, partnerships, LLPs, limited companies) and integrates with popular UK accounting software like FreeAgent, Xero, and QuickBooks. At £99/month for unlimited everything, it is the most comprehensive and affordable option for UK practices.
13. How does Cliénta compare to other onboarding tools for accountants?
Most onboarding tools are either generic (not built for accountants) or require separate subscriptions for AML, e-signatures, and compliance. Cliénta combines all of 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 HMRC — features that general-purpose tools do not provide.
14. Is Cliénta suitable for small accountancy firms?
Yes. Cliénta is designed for firms of all sizes, from sole practitioners to large multi-partner practices. The £99/month flat rate means there are no per-client fees, so it scales affordably whether you onboard 5 clients a month or 500. Many small firms use Cliénta to give clients a professional, branded onboarding experience that would otherwise require enterprise-level software.
15. Can Cliénta replace my current AML and compliance process?
Yes. Cliénta integrates with five leading AML providers (XamaTech, SmartSearch, Veriphy, Firmcheck, and Veriff) and automates risk rating calculations, CDD and EDD workflows, sanctions screening, and MLRO report generation. For most firms, Cliénta replaces the need for separate AML software, spreadsheets, and manual compliance tracking entirely.
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Initial Feedback
“We used to spend the first two weeks of every engagement chasing documents over email. With Cliènta, clients complete everything in one sitting - ID checks, AML screening, 64-8 authorisation, the lot. It genuinely changed how we onboard.”
“The Companies House lookup alone saves us hours. Clients enter their company number and all the director details, PSCs and registered address just populate automatically.”
“Our MLRO was spending half a day per client pulling together compliance records. Now Cliènta generates the full report automatically once onboarding completes. Total game changer for audits.”
“The e-signature step is seamless. Clients sign the engagement letter right there in the flow - no switching to DocuSign, no separate emails. It just works.”
“We white-labelled the portal with our branding and clients genuinely think we built it ourselves. The onboarding link looks completely professional - no "powered by" nonsense.”
“I was nervous about the AML side but it runs sanctions screening against UK and UN lists automatically. We get a clear pass or flag - no ambiguity, no manual checks.”
“The Xero and FreeAgent integrations mean client data flows straight into our practice management. No more retyping names, UTRs, and addresses into three different systems.”
“Clients can save their progress and come back later, which is massive. Before, they would abandon halfway through a PDF form and we had to start again from scratch.”
“The ID verification is proper - photo ID plus a liveness check. We had a client try submitting a screenshot and it caught it immediately. That kind of rigour matters for compliance.”
“The HMRC 64-8 authorisation step is brilliant. Clients complete it as part of the flow and we get a signed copy without having to explain what a 64-8 even is.”
“At £99 a month for unlimited clients it paid for itself in the first week. We onboarded eleven clients in three days - that would have taken us a month the old way.”