Accupe
Accupe combines practice management, client onboarding, e-signatures, and AI for professional firms, including UK and UAE accounting practices.
What Accupe is
Accupe combines practice management, client onboarding, e-signatures, and AI for professional firms, including UK and UAE accounting practices. Its client records track filing deadlines, recurring jobs, checklists, time, documents, and invoicing. Workflow templates can create monthly, quarterly, and annual jobs with assigned tasks, owners, and due dates. Companies House information can be imported, and the service checks daily for changes to company records. Each client receives an isolated portal for documents, messages, tasks, and signature history, with sign-in by client code and PIN. Signature requests support up to ten signers and five CC recipients; completed documents receive a SHA-256 certificate and public verification page. Accupe connects with Xero and Zoho Books to pull invoices and send completed jobs as draft invoices. The service says it encrypts data in transit and at rest and isolates firm data with row-level security. It provides identity and document verification with a review trail, but does not run sanctions, PEP, or adverse-media screening. Plans start at £20/mo, and each paid tier has a 14-day trial without upfront card details.
Good
- Client records combine deadlines, jobs, documents, and invoicing.
- Workflow templates support recurring monthly, quarterly, and annual jobs.
- Client portals include documents, messages, tasks, and signature history.
- Connects with Xero and Zoho Books.
Watch out
- No free plan is offered.
- Sanctions, PEP, and adverse-media screening are not included.
- Solo plan is limited to one team member and 50 clients.
Who it suits
Accupe suits professional firms that need client records, recurring job workflows, onboarding, and e-signatures. Firms that require sanctions, PEP, or adverse-media screening should note that these checks are not provided.
Verdict
Accupe brings client management, portal access, workflows, and signing into one service, with accounting integrations for Xero and Zoho Books. Review the screening limits and plan capacities before choosing a tier.
Plans and prices
From Accupe's own pricing page, checked 10 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | £20 a month | 1 team member seat · Up to 50 clients · 25 active jobs · 5 GB storage · £20/mo |
| Growth | £55 a month | Up to 5 team seats · Unlimited clients and active jobs · 20 GB storage · £55/mo |
| Elite | £185 a month | Unlimited team members, clients, active jobs, and storage · Custom domain · Priority support · £185/mo |
The facts
Each one read from Accupe's own pages, with the date it was checked.
Money
- Billing
- Accupe charges 0% platform fees on card payment collection through Stripe, while Stripe processing fees still apply.checked 10 Oct 2001
- Trial
- Every paid tier includes a 14-day free trial with no card details required upfront.checked 10 Oct 2001
What it does
- Client portal
- Each client gets an isolated portal for documents, messages, tasks, and signature history, with client-code and PIN sign-in.checked 10 Oct 2001
- Companies House
- The product imports company officers, persons with significant control, SIC codes, and filing dates, and checks Companies House daily for changes.checked 10 Oct 2001
- Compliance scope
- Accupe provides identity and document verification with a review trail, but does not run sanctions, PEP, or adverse-media screening.checked 10 Oct 2001
- E-signatures
- Signature requests support up to ten signers and five CC recipients, and completed documents receive a SHA-256 certificate and public verification page.checked 10 Oct 2001
- Integrations
- Accupe connects with Xero and Zoho Books to pull invoices and push completed jobs as draft invoices; it also imports Companies House data.checked 10 Oct 2001
- Onboarding
- Client import, branded portal setup, and a team walkthrough are included in onboarding on every plan.checked 10 Oct 2001
- Practice management
- It tracks clients, filing deadlines, recurring jobs, checklists, time, documents, and invoicing in a unified client record.checked 10 Oct 2001
- Purpose
- Accupe combines practice management, client onboarding, e-signatures, and AI for professional firms, including UK and UAE accounting practices.checked 10 Oct 2001
- Security
- Accupe says it uses TLS in transit, encryption at rest, Supabase cloud storage, and row-level security to isolate firm data.checked 10 Oct 2001
- Support
- The Elite plan includes priority support, and the help center provides guides and tutorials across setup, billing, security, and product features.checked 10 Oct 2001
- Workflows
- Recurring monthly, quarterly, and annual jobs can be created from workflow templates with tasks, owners, and due dates.checked 10 Oct 2001
The company
- Headquarters
- London, United Kingdom; Dubai, United Arab Emirateschecked 28 Sep 2001
- Maker and offices
- The site identifies the company as Accupe Limited and lists offices in Canary Wharf, London, and Business Bay, Dubai; it does not state a founding year on the opened pages.checked 10 Oct 2001
Where it runs
- Mobile apps
- The privacy policy refers to Accupe Staff, Accupe Portal, and Accupe Company mobile apps for iOS and Android.checked 10 Oct 2001
