Ratings and Reviews 2 Ratings

Total 4 out of 5 stars
ease 4 out of 5 stars
features 3.5 out of 5 stars
design 4 out of 5 stars
support 4 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Process Street Reviews & Ratings
    4.7 out of 5 stars 1,119 Ratings
    Company Website for Process Street
  • iBabs Reviews & Ratings
    4.6 out of 5 stars 79 Ratings
    Company Website for iBabs
  • Pipefy Reviews & Ratings
    4.6 out of 5 stars 594 Ratings
    Company Website for Pipefy
  • Eurekos Reviews & Ratings
    4.8 out of 5 stars 103 Ratings
    Company Website for Eurekos
  • CrankWheel Reviews & Ratings
    4.9 out of 5 stars 240 Ratings
    Company Website for CrankWheel
  • Axero Reviews & Ratings
    4.4 out of 5 stars 224 Ratings
    Company Website for Axero
  • AestheticsPro Reviews & Ratings
    4.5 out of 5 stars 745 Ratings
    Company Website for AestheticsPro
  • ARGOS Identity Reviews & Ratings
    4.9 out of 5 stars 8 Ratings
    Company Website for ARGOS Identity
  • iTacit Reviews & Ratings
    4.6 out of 5 stars 46 Ratings
    Company Website for iTacit
  • Lawmatics Reviews & Ratings
    4.6 out of 5 stars 300 Ratings
    Company Website for Lawmatics

What is Clustdoc?

Clustdoc transforms client onboarding into a guided, collaborative experience that businesses can scale with confidence. By replacing disconnected emails, spreadsheets, and shared drives with a unified digital workspace, Clustdoc allows teams to manage onboarding from start to finish in one place. Information collection, document requests, task coordination, and approvals are orchestrated through structured workflows that keep everyone aligned. Clients move through clearly defined steps with full visibility into what’s required and what comes next. At the same time, internal teams track progress in real time, reduce friction, and ensure every onboarding follows a consistent standard. Built for service-led organizations, Clustdoc helps turn onboarding into a smoother path to engagement, activation, and long-term client relationships.

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.

Media

Media

No images available

Integrations Supported

Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier

Integrations Supported

Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

€190/month
Contact us
Free Trial Offered?

Pricing Information

£79 per month per firm
Full functionality for all tiers. The only difference in tiers is the number clients you onboard per year.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Clust Technologies

Date Founded

2019

Company Location

France

Company Website

clustdoc.com

Company Facts

Organization Name

Cliénta

Date Founded

2025

Company Location

United Kingdom

Company Website

clienta.co.uk

Categories and Features

Customer Onboarding

Not specified

Document Collection

Not specified

Portal

Collaboration
Document Management
File Sharing

Categories and Features

Customer Onboarding

Not specified

Popular Alternatives

Popular Alternatives

Portico Reviews & Ratings

Portico

Solid Code
FileInvite Reviews & Ratings

FileInvite

5.0 out of 5 stars
Verify 365 Reviews & Ratings

Verify 365

5.0 out of 5 stars
Clustdoc Reviews & Ratings

Clustdoc

Clust Technologies
4.0 out of 5 stars