# Cliénta Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Cliénta Software - reviews, pricing plans, popular comparisons to other KYC products and more.

Source: https://www.capterra.com/p/10046235/Clienta

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# 

 Cliénta Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 11, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

Cliénta

## What is Cliénta?

Cliénta is client onboarding software that simplifies compliance and verification into a branded experience. It replaces email chains and spreadsheets with a secure magic link, guiding clients through personal details, identity verification, tax info, and anti-money laundering declarations. Progress is saved automatically, allowing clients to return anytime. The platform integrates with AML providers like Xama, SmartSearch, and Veriff for sanctions screening. Entering a Companies House number auto-fills company and director details, reducing manual entry. Cliénta generates AML compliance records, including risk ratings and verification results, ready for inspection. It syncs client data with accounting software like Xero, Sage, and QuickBooks, Karbon, FYI, and Senta, supporting sole traders, partnerships, and limited companies. The client portal reflects accountants branding, while the admin dashboard tracks progress, assigns tasks, and exports audit trails for compliance.

## What is Cliénta used for?

[KYC](https://www.capterra.com/kyc-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

\-

Negative

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Starting price

£79

Flat Rate, Per Month

Free trial  
available

Includes Free Version

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Do you work for Cliénta?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://clienta.co.uk/&name=Cliénta)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Cliénta 15 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

A record of all activities within the system, including user access, changes made, etc.

Track and manage adherence to policies for any service, product, process, or supplier

Manage user consent requests and documents

Electronic signing method that validates the authenticity and integrity of a digital document

Store, manage, and track all electronic documents in a centralized location

Determines the location of a device using GPS or an IP address

Validating the identity of an individual or entity through verification of personal information or credentials

Access software remotely via mobile devices

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

## Pricing

Free Trial

STARTER

£79.00

Flat Rate,Per Month

It includes:

-   Per firm, not per seat.
-   Up to 5 staff logins.
-   Up to 50 new clients per year.
-   White-label branding included.
-   All accounting integrations included (FreeAgent, Xero, Sage, QuickBooks Online).
-   All AML providers built in (Xama, SmartSearch, Veriphy, Firmcheck, Veriff).
-   Automated clearance letters.
-   Client offboarding.
-   Exportable audit trails.

GROWTH

£149.00

Flat Rate,Per Month

It includes:

-   Per firm, not per seat.
-   Unlimited staff logins.
-   Up to 200 new clients per year.
-   White-label branding included.
-   All accounting integrations included.
-   All AML providers built in.
-   Automated clearance letters.
-   Client offboarding.
-   Exportable audit trails.
-   API access.
-   Founder-led setup.

MULTI-OFFICE

£349.00

Flat Rate,Per Month

It includes:

-   Per firm, not per seat.
-   Unlimited staff logins.
-   Unlimited clients.
-   White-label branding included.
-   All accounting integrations included.
-   All AML providers built in.
-   Automated clearance letters.
-   Client offboarding.
-   Exportable audit trails.
-   API access.
-   Founder-led setup.
-   Quarterly founder review.
-   Priority support.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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