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 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.

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.

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).

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.

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, create UBO records, and take a snapshot for future comparison during periodic AML reviews.

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 on Google Cloud Platform with automated daily backups. Data is encrypted at rest and in transit. For full details, please see our Privacy Policy.

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 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 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.

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. We automate risk rating calculations, CDD and EDD workflows, sanctions screening, and MLRO report generation around your chosen provider.

No. Engagement letters are sent through your existing e-signature tool (DocuSign, PandaDoc, or Socket) inside the Cliénta flow. Cliénta orchestrates the LOE step but does not produce the letter itself. 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.