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About

Build client-facing onboarding playbooks, share them with your new clients and improve their onboarding experience. Usually, companies have internal onboarding playbooks and clients don’t have enough visibility, which decreases accountability. With Bonder, you can create your onboarding playbook(s) and share unique versions with your different clients. Therefore, they know all the required steps, the owners and deadlines. A sale isn’t complete until your client has experienced your product core value and understands how your product can improve her life or business. Automate your onboarding process with tasks and reminders, ensuring a faster adoption and increasing long-term retention. Hand-offs are generally conflictive. Your company needs to ensure a smooth transition between the Sales and Client Success teams. Simultaneously, the buyer persona from your clients’ company isn’t necessarily the user persona. With Bonder you can determine owners and set automatic reminders.

About

Cliénta makes onboarding new clients a seamless experience. It transforms the messy opening weeks of a new engagement into a single branded experience your client can complete from their device, in one sitting. Cliénta is client onboarding software for UK accountancy firms. It replaces manual onboarding, spreadsheets, and scattered compliance checks with a single magic link. Your clients complete ID verification, AML screening, e-signatures, and HMRC authorisation in one automated, branded flow. Cliénta fits into your existing workflow and integrates with tools like Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs and numerous leading AML providers so you can onboard clients faster and stay compliant. Ready to stop chasing clients? Join the modern accounting firms already using Cliénta to onboard clients in minutes - not days.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies that want a powerful customer onboarding solution

Audience

Accounting firms in the UK with more than 10 members of staff

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

£79 per month per firm
Full functionality for all tiers. The only difference in tiers is the number clients you onboard per year.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Bonder
www.hellobonder.com

Company Information

Cliénta
Founded: 2025
United Kingdom
clienta.co.uk

Alternatives

Alternatives

Onboard

Onboard

Onboard.io
Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Integrations

Docusign Not Supported
FreeAgent Not Supported
Google Calendar Supported
Google Drive Supported
Intercom Supported
Notion Supported
PandaDoc Not Supported
QuickBooks Accountants Not Supported
Senta Not Supported
Slack Supported
SmartSearch Not Supported
Socket Not Supported
Veriff Not Supported
WhatsApp Supported
Xero Not Supported
Zapier Supported
Zendesk Supported

Integrations

Docusign Supported
FreeAgent Supported
Google Calendar Not Supported
Google Drive Not Supported
Intercom Not Supported
Notion Not Supported
PandaDoc Supported
QuickBooks Accountants Supported
Senta Supported
Slack Not Supported
SmartSearch Supported
Socket Supported
Veriff Supported
WhatsApp Not Supported
Xero Supported
Zapier Not Supported
Zendesk Not Supported
Claim Bonder and update features and information
Claim Bonder and update features and information
Claim Cliénta and update features and information
Claim Cliénta and update features and information