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Accupe vs BrightManager

BrightManager (formerly AccountancyManager) is well-loved by UK accounting practices for automated onboarding and MTD compliance, a focused product that does its core job well. Accupe covers different ground: identity verification, AI document analysis, smart project governance, Companies House and UAE coverage, in one platform with per-firm pricing. Accupe does not file MTD returns, so firms that want submission in the same tool should weigh that.

Feature comparison.

A direct, like-for-like look at what each platform ships out of the box.

FeatureAccupeBrightManager
Practice management Yes Yes
Identity verification built-in Yes Limited
E-signatures included Yes Yes
Client portal Yes Yes
AI document analysis Yes No
Companies House integration Yes Yes
MTD VAT job tracking Yes Yes
UAE compliance Yes No
Per-firm pricing (not per-user) Yes No
Starting price£20/mo (whole firm)~£45/user/mo
Custom domain white-label Yes Limited
Smart Boards (kanban governance) Yes No
Time tracking Yes Yes
Xero + Zoho Books integration Yes Yes
14-day free trial, no card Yes Limited

Why firms switch to Accupe.

Four reasons we hear most often from firms moving off BrightManager.

Broader scope

BrightManager is great at tax and onboarding. Accupe adds AI, identity verification, smart boards, and UAE compliance.

AI document chat

Accupe analyses uploaded contracts and accounts with source-cited answers. BrightManager does not.

Per-firm pricing

BrightManager is priced per user. Accupe charges one flat firm fee starting at £20/month.

UK + UAE coverage

Run a multi-jurisdictional firm? Accupe handles UK and UAE compliance in one platform. BrightManager is UK-only.

Who each option actually suits.

These two overlap less than the table suggests. BrightManager is a focused UK tax and onboarding product, and it files. Accupe is broader in scope and does not file. That single difference settles the decision for a lot of firms, so it is worth dealing with first.

BrightManager is the better fit when

  • Filing from the same place you manage the work is your first requirement, and splitting submission from coordination is not something you want to take on.
  • Your practice is entirely UK based and largely compliance work, so automated onboarding plus MTD is precisely the shape of your year.
  • Your team size is settled, so a per-user licence is a known quantity rather than a moving cost.
  • You do not need AI on documents, in-product identity capture, or a governance board across the whole firm's workload.

Accupe is the better fit when

  • You are content to keep filing where you file today, and what you want back is the coordination, the evidence and the client-facing half of the practice.
  • You want identity verification, e-signing, AI document analysis, the client portal and the audit trail in one subscription rather than four.
  • You have UAE entities, or expect to, and want one platform that understands both regions.
  • Headcount moves, and you would rather the software bill did not move with it.

If your genuine constraint is capacity rather than coordination, be honest about that before you buy anything. No practice management product creates hours. What it can do is stop hours leaking into chasing clients, rebuilding the same job structure every quarter, and hunting for evidence at inspection, and you should be able to point at which of those three is costing you most before you sign anything.

What those rows mean in practice.

The table above is the summary. This is what each row means once you are actually running the practice on it.

MTD VAT job trackingFiling versus managing, stated plainly

BrightManager files. Accupe does not, and no amount of comparison framing changes that, so treat it as the first gate rather than a detail.

What Accupe covers is the work either side of the submission: a quarterly recurring VAT job that respawns on schedule, a due date shifted onto the next working day for the England and Wales bank holiday calendar, a workflow template that turns the job into an ordered task list with day offsets and priorities, the records chase through the client portal, the engagement letter signed and hashed, and the whole trail sitting on the client record. If one product that both manages and files is your requirement, that is a fair requirement and it points away from Accupe. If your losses are in chasing, rework and evidence rather than in the submission, that is the ground Accupe is built for.

AI document analysisWhat source-cited AI is actually for in a compliance practice

BrightManager does not offer AI document analysis, so the real question is whether you would use one if you had it.

The realistic use is not drafting, it is reading: a lease you have to pull dates out of, a set of client-prepared accounts, a scanned engagement letter, a transaction listing you have never seen before. Accupe AI Chat, on Growth and Elite, reads PDF, .docx, .xlsx, CSV, text and images and runs OCR automatically on the first three pages of a scanned PDF. Docs Only mode restricts the answer to your uploaded documents and requires a citation on every factual sentence, with two automated checks before you see it: blocked if more than 40 percent of factual sentences are uncited, blocked again if its key names and figures cannot be found in your documents. The limits are worth knowing up front: OCR is English only, PowerPoint and legacy .doc and .xls files are accepted but never read, and any one message can use at most ten documents.

Identity verification built-inAutomated onboarding, and where the evidence sits afterwards

Automated client onboarding and identity verification are related but not the same thing. One is a sequence of steps; the other is a record you can produce three years later.

Accupe does both. Onboarding runs as a workflow template with e-signature and engagement letter steps. Verification runs through KYC Smart Capture: a link or a QR code, an ID document scan and a live selfie on the client's own phone with nothing to install, EXIF and GPS metadata stripped before storage, and a trust score from document metadata, passport MRZ checksum and image quality. Face matching is switched off server-side rather than approximated, so the score is hard-capped at 70 and every submission goes to a person in the review queue. Separately, verification documents are filed against a named director drawn from the Companies House officer list, with a re-check date that Accupe tracks and badges as Valid to that date or Re-check overdue.

Said directly, since it is the obvious follow-up: Accupe does not screen against sanctions, PEP or watchlist data, and does not run adverse media. That belongs with a specialist provider, and Accupe holds the resulting evidence against the right person with the right review date.

Smart Boards (kanban governance)A board partners will actually look at

Kanban is easy to add and hard to make useful, because the value is in what the columns are allowed to show rather than in the dragging.

The Accupe Smart Board has three tabs (all jobs, strategy and operations, onboarding) and four fixed columns: Not Started, In Progress, In Review and Complete. Managers and admins see the whole firm; staff see only their own jobs on every tab, which is what makes it safe to leave open in a partner meeting. Cards sort overdue first, then by soonest due date, and a job untouched for 14 days or more carries an amber flag, which is the single most useful signal on the board because stalled work rarely announces itself. Moving a card triggers whatever automation rules you have wired to a status change, so a move into In Review can create a task or send an email on its own.

UAE complianceWhether a second region is a real requirement or a nice line on a table

BrightManager is UK only. If your firm is UK only too, this row is not a reason to move and you should ignore it.

If you have Gulf entities, or expect to, the difference is structural rather than cosmetic. Accupe holds a region on the firm record, which drives the currency on fees and invoices, the licence category, emirate, TRN and free zone authority fields on a client, the compliance templates, the region tag on workflow templates, and the deadline calendar's working week and holiday list. It also sets the regulator on a suspicious activity pack: goAML and an STR in the UAE, the NCA and a SAR in the UK. Two caveats, plainly stated: the UAE public holiday list is loaded for 2026 with Hijri-based dates marked approximate, and region is locked once onboarding writes it, so choose it correctly at signup rather than assuming you can change it later.

Per-firm pricing (not per-user)How a per-seat bill compounds

BrightManager is priced per user, from around £45 a month. Accupe charges the firm: £20 on Solo, £55 on Growth for up to five people, £185 on Elite for unlimited seats, roughly 17 percent less paid annually.

The compounding is the point. Under per-seat pricing every hiring decision carries a software line, every seasonal hire is a monthly cost somebody has to remember to cancel, and the natural response is to give fewer people accounts. That response is where audit trails go wrong: the temp works under a manager login, the office administrator books post in on a spreadsheet, and the record of who did what stops being true. Flat pricing is not only cheaper past a certain headcount, it removes a decision that should never have been about software in the first place.

Xero + Zoho Books integrationWhat a ledger integration should and should not do on its own

Both products connect to Xero, so the useful detail is what the connection does and how much control you keep over it.

Accupe connects to Xero and to Zoho Books, including Zoho's regional data centres (.com, .eu, .in, .sa and .com.au), with tokens refreshing automatically. There are four explicit actions: pull contacts, push invoices, pull invoices, or both together. Nothing runs on a hidden background schedule, which some firms dislike and others prefer, because a sync you triggered is a sync you can reconcile. Invoices push as drafts only, never sent or approved automatically, and only for jobs whose status is exactly Complete with a fee above zero, and whose client is already linked. Currency follows your region, AED or GBP. Contact matching runs exact email, then exact business name, then a looser partial match, and anything matched by that last method is written to your compliance audit log for a person to check rather than applied quietly.

Pricing, side by side.

We charge per firm, not per user. That is where most of the savings come from.

BrightManager

Typical pricing

Most competitors bill per user, costs grow with your team.

Starting price
~£45/user/mo
5-user team cost (approx)
Scales linearly with users
Add-ons typically required
E-signatures, verification tools and AI integrations are usually separate subscriptions.

What switching actually involves.

Because this is not a straight replacement, the plan carries one extra decision: what stays where. Get that right and the rest is mechanical.

What comes across

  1. Decide what keeps filing

    Accupe does not submit to HMRC, so write down before anything else which product files after the change and who owns the handover. Firms that skip this step discover it in week three, which is the expensive time to discover it.

  2. Clients and contacts

    Either a CSV import or, if your ledger holds the tidier list, a contact pull from Xero or Zoho Books. Matching runs exact email, then exact business name, then a looser partial name match, and partial matches are logged for a person to confirm rather than applied silently.

  3. UK company data

    Re-fetch rather than migrate. Add from CH attaches the register record and brings across registered office, incorporation date, SIC codes, officers and both statutory deadlines, then creates the Accounts and Confirmation Statement tasks on their real dates.

  4. Onboarding and recurring work

    Rebuild as workflow templates rather than importing. A template holds an ordered task list with a day offset and a priority per task, plus a region and industry tag, and applying it creates the job and every task in one step with dates calculated from the start date you choose.

What does not come across cleanly

  1. The filing handover

    This is the genuine cost of this particular move. Somebody has to carry the prepared figures from Accupe into your filing software, and that step is manual. Decide who does it, at which point in the job it happens, and add it as an explicit task in the workflow template so it is never assumed by two people at once or by neither.

  2. Portal credentials

    No portal login migrates from any vendor. Each client needs a Client Code and a PIN issued from their record, and sending portal access is rate limited to 30 per hour per user, so plan the rollout in batches and start with the clients who use a portal most.

  3. Assignees on applied templates

    When you apply a workflow template, the single assignee you choose is applied to every task it creates. If a job genuinely needs different owners per task, reassign them afterwards from All Tasks. Knowing that in advance saves an afternoon of confusion in week one.

  4. Historic compliance records

    Bring across the evidence you would need to produce at inspection, not the whole archive. In practice that means current identity verification for active clients, the most recent engagement letter, and anything carrying a live re-check date. Keep the rest read-only in the old system for its retention period rather than re-keying it.

When to do it

For a UK compliance practice the calendar is unforgiving, so pick the gap deliberately. January is out, because 31 January decides it for you. The weeks before a heavy 31 December or 31 March accounts filing run are out for the same reason. That leaves late spring into early summer for most general practices, and the specific date inside that window should be the first day of a VAT quarter, so your first recurring jobs in Accupe cover a full period rather than the tail of one. If you carry a lot of 31 December year-ends, the fortnight straight after the 30 September Companies House accounts deadline also works well.

How to run a parallel period

Run both for one complete cycle, with a rule everyone understands: the work is done in Accupe and the status is mirrored back, never the other way round. Because Accupe is not replacing the filing step, decide explicitly whether the parallel period includes a real submission or stops at the point of handover. It should include one real submission, because the handover is exactly the part you are testing. Reconcile at the end on three lists: open jobs by owner, deadlines in the next 90 days (allowing for the working-day shift, which moves a weekend or bank holiday deadline forward on purpose), and clients with incomplete compliance evidence.

Questions to ask any practice management vendor.

These are worth putting to any practice management vendor, and the first two are the ones firms most often forget to ask until after they have signed.

  1. Of these three jobs, which do you do: submit the return, manage the work around it, or hold the compliance evidence?

    Almost every product does two of the three. Make the vendor say which two out loud, then work out what you are still paying for afterwards. Accupe does the second and the third and not the first.

  2. If you do not file, what does the handover to our filing software look like, step by step?

    A vague answer here becomes a manual re-keying job later. Ask to see the actual screens and the actual export, and ask how the job gets marked complete on both sides without anyone guessing.

  3. What raises a task automatically, without anyone remembering to, and can we author our own triggers?

    This is the difference between software that records work and software that catches things. Accupe raises a Refresh CDD task on a director or PSC change at Companies House, and its rules engine wires triggers such as job status change, approaching deadline, KYC document expiry, new client or document upload to actions such as a task, an email, a notification, a Slack message or a workflow job.

  4. Can we see profitability per engagement, and what cost basis does it use?

    A gross fee ranking flatters your worst client. Ask whether margin nets off logged time at an internal cost. Accupe computes it as fee minus logged hours multiplied by internal staff cost, and restricts the report to admins and managers.

  5. What happens to onboarding when the client is not a UK limited company?

    Sole traders, partnerships, trusts and overseas entities are where register-driven onboarding quietly stops helping. Ask what the flow looks like for those, since they are often a third of a general practice's client list.

  6. What is the annual cost of a client who sends us one document a year?

    If pricing is per client, or a plan is banded by client count, dormant and low-touch clients change your economics more than you expect. Accupe prices by firm rather than by client, with a 50-client ceiling on Solo and no client limit from Growth upwards.

  7. If we leave, how much of the compliance record comes with us, and in what format?

    Ask before you join, because that is the only point at which you have leverage. Accupe answers with a firm-wide JSON export covering clients, jobs, tasks, timesheets, messages, file metadata, signatures, KYC sessions and audit logs, a download link valid for 24 hours, and a separate GDPR ZIP report holding a JSON file per table.

Frequently asked questions.

How does Accupe compare to BrightManager for UK tax firms?
BrightManager is excellent at MTD and client onboarding, and it files. Accupe does not submit returns to HMRC, so if filing from one place matters most, BrightManager is the stronger fit. Where Accupe pulls ahead is everything around the return: identity verification, AI document analysis, smart project boards, the client portal, UAE compliance, and per-firm pricing.
Does Accupe have automated onboarding like BrightManager?
Yes. Accupe supports automated client onboarding with e-signatures, identity verification, and engagement letter workflows out of the box.
Is Accupe cheaper than BrightManager?
For most teams, yes. Accupe is priced per firm (£20-£185/month) while BrightManager is per user, so the savings compound as your team grows.
Can I migrate from BrightManager to Accupe?
Yes. Accupe imports clients and tasks via CSV. Our onboarding team helps every firm migrate in their 14-day trial.
If BrightManager files and Accupe does not, why would a UK firm move?
Most firms making this move are not trying to replace filing, they are trying to fix what happens around it. The case is only honest if it is specific: identity verification with a mandatory human review step, AI document analysis with citations you can check, a firm-wide governance board that flags any job untouched for 14 days, a branded client portal with per-client controls, a deadline calendar that shifts dates onto real working days, automation rules that raise tasks on their own, and one flat firm price instead of a per-seat bill. If none of those describe your problem, staying put is the right answer, and we would rather you worked that out now than in month three.
What does Accupe check during identity verification?
The client opens a link or scans a QR code, scans an ID document and takes a live selfie on their own phone with nothing to install. EXIF and GPS metadata are stripped before the image is stored. Accupe scores three things: signs of image editing in the file metadata (20 points), passport MRZ checksum validation (25 points) and image quality (20 points). Server-side face matching is deliberately disabled rather than approximated, which hard-caps the trust score at 70 and means no submission can auto-approve. Every one goes to your review queue, where a staff member sees the document and the selfie side by side with a pass or flag on each check before approving or rejecting.
Can we run sanctions and PEP checks inside Accupe?
No. That feature has been withdrawn: there is no screening engine, no watchlist matching and no adverse media in Accupe, and you should not evaluate it as a screening provider. Run screening with a specialist, then file the output in Accupe against the named director it covers, with a re-check date. Accupe tracks that date, badges the document as Valid to that date or Re-check overdue, deducts against the client's Compliance Radar score when evidence is missing or expired, and writes the trail to the compliance audit log.

See the difference for yourself.

Run Accupe on your real workflow for 14 days. No credit card. Cancel anytime.

What firms say about Accupe

5 out of 5 from Push Digits Chartered Accountants

Really simple to use and effective. We love the customisation options available, and we particularly value that the developer listens to our feature recommendations. We look forward to future updates.

Sarfraz ChandioManaging Director, Push Digits Chartered Accountants
Accupe · SaaS database