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Ratings and Reviews 952 Ratings
What is Cliénta?
Cliénta transforms the client onboarding journey, converting the typically disorganized initial weeks of a new partnership into a smooth and cohesive process that clients can complete effortlessly from their own devices. Specifically tailored for UK accountancy firms, Cliénta removes the burden of tedious manual tasks, spreadsheets, and fragmented compliance checks by providing a comprehensive magic link that integrates everything from ID verification and AML screening to e-signatures and HMRC authorization, all within a single cohesive workflow. By seamlessly blending into your existing operations, it collaborates with industry-leading platforms such as Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs, and many top AML providers, enabling you to expedite client onboarding while maintaining compliance with essential regulations. With Cliénta, the endless chase for clients can come to an end, allowing you to redirect your focus toward what truly matters in your business. Step into the future of client onboarding and join the innovative accounting firms that are revolutionizing their processes, empowering them to onboard clients in just minutes rather than days. This evolution not only enhances efficiency but also elevates client satisfaction, solidifying your firm’s reputation in a competitive landscape.
What is Canopy?
Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
Media
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Integrations Supported
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
Integrations Supported
Axis LMS
Calendly
Gmail
Google Contacts
Google Forms
Google Sheets
Knolli
Mailchimp
Microsoft Excel
Nekton.ai
API Availability
Has API
API Availability
Has API
Pricing Information
£70 per month per firm
Free Trial Offered?
Free Version
Pricing Information
$50.00/month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Cliénta
Date Founded
2025
Company Location
United Kingdom
Company Website
clienta.co.uk
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
United States
Company Website
www.getcanopy.com
Categories and Features
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Trust Accounting
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management