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What is EasySend?

EasySend provides a powerful, no-code platform for businesses to transform traditional customer journeys into digital experiences. Whether onboarding new clients or handling claims, loans, and quotes, EasySend enables companies to collect and manage customer data with ease. Its user-friendly tools allow for automated workflows, customizable forms, and integrated e-signatures, all within a secure, compliant framework. Serving industries like insurance, healthcare, and finance, EasySend accelerates digital transformation while ensuring privacy and security. With rapid deployment and dedicated support, it helps businesses deliver seamless customer experiences from start to finish.

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

HubSpot CRM
Microsoft Dynamics 365 Business Central
Salesforce
monday CRM

Integrations Supported

Docusign
FreeAgent
PandaDoc
QuickBooks Accountants
Senta
SmartSearch
Socket
Veriff
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Ask Sales

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
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

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
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

EasySend

Date Founded

2016

Company Location

Israel

Company Website

easysend.io

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 Generation

Digital Signature
Templates

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Iteration Management
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Iteration Management
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Reporting / Data Visualization

Categories and Features

Customer Onboarding

Not specified

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