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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Transform your traditional designs into a sophisticated and adaptable service engine. Our intuitive design tool allows you to convert your existing workflow into well-defined visual steps and phases, incorporating tasks, resources, and the ability to modify elements without starting from scratch. Manage all client onboarding seamlessly through a centralized dashboard. With real-time analytics, you gain enhanced oversight on time-to-value and customer retention. You'll pinpoint specific areas in your workflow that require your focus and creativity, facilitating effective communication throughout the organization. By empowering your frontline staff to share their insights, you'll gain a deeper understanding of customer challenges, enabling you to refine and innovate your processes. This approach not only increases employee engagement and satisfaction but also nurtures a culture that prioritizes customer-centric problem-solving. Additionally, by leveraging data-driven decision-making, your organization can continuously adapt to market changes and customer needs.

Description

Cliénta revolutionizes the client onboarding process, turning the often chaotic initial weeks of a new partnership into a streamlined and cohesive experience that clients can complete effortlessly from their own devices. As a dedicated onboarding solution specifically designed for UK accountancy firms, Cliénta eliminates the need for tedious manual processes, spreadsheets, and disjointed compliance verifications by offering a comprehensive magic link that encompasses everything from ID verification and AML screening to e-signatures and HMRC authorization, all within a single branded workflow. Seamlessly integrating into your current operations, it works with leading platforms such as Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs, and many top AML providers, enabling you to accelerate client onboarding while ensuring compliance with industry regulations. With Cliénta, you can finally stop the relentless pursuit of clients and instead focus on what truly matters. Embrace the future of client onboarding and join the ranks of modern accounting firms that are transforming their processes, allowing them to onboard clients in mere minutes instead of days.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Puntt AI
Salesforce

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Puntt AI
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

£70 per month per firm
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Affinity Canvas

Country

United States

Website

www.affinitycanvas.com/product/

Vendor Details

Company Name

Cliénta

Founded

2025

Country

United Kingdom

Website

clienta.co.uk

Product Features

Product Features

Alternatives

Alternatives

No Alternatives