One client record, and every part of the firm reading from it

A UK client usually starts at Companies House. Search the register from the client list, pick the company, and Accupe loads the profile: name, number, status, company type in plain English, registered office, incorporation date and SIC codes, along with the key dates, accounts next due, accounts period end, confirmation statement due and last accounts made up to. Add it as a client and the record is created with a reference, a source of Companies House, an amber compliance status until somebody has looked at it, and, where the register returned dates, an Accounts task at high priority and a Confirmation Statement task at medium already sitting on the file.

A UAE client starts from the trade licence instead: licence details, free-zone authority, emirate and the 15-digit TRN that later prints on their invoices. Same record, different opening fields.

What makes it a living record rather than a form is that Accupe re-reads Companies House for those clients daily and logs what changed. A new or resigned director, an address change, a SIC code change, a filing date that moved: each one lands in an activity panel on your dashboard and on the client's own Details tab, and stays in the audit trail after you mark it seen. Changes that touch a director or a Person with Significant Control raise a Refresh CDD task automatically, because that is exactly the moment your due diligence file went out of date. The officers list feeds the verification panel too, so you file identity evidence against a named director without retyping anybody.

The first check on a newly added client only establishes a baseline, so you are not buried in change events for people who were already in post. Real activity starts from the second check onwards.

Your people sit in one of three tiers, Staff, Manager or Admin, with the person who created the firm's account sitting one step above as the owner. The shared navigation is genuinely shared: clients, jobs, tasks, calendar, Smart Board, timesheets, documents, AI Chat, eSignatures and KYC verification are there for everybody. What separates the tiers is the firm-wide layer on top, Team Heatmap, workflow templates, Compliance Radar, profitability, invoicing, reports and settings.

Tiers are the starting point rather than the whole answer. An admin or the owner can move any individual permission for any individual person, and a toggle that has been moved away from its tier default is flagged as overridden so exceptions stay visible instead of quietly accumulating. Billing is deliberately the strictest of them: the permission that covers subscription changes, and closing the account entirely, is switched on for the firm owner by default and nobody else.

Clients are not in this system at all. They are a separate category with their own navigation, and their portal data is isolated at the database level rather than by a filter in the interface, so one client cannot reach another client's file even in principle.

The part of a practice platform that matters two years later is the part nobody thinks about while they are working. In Accupe the compliance audit log is written as a side effect of using the product rather than as a thing you remember to do. Opening a verification to review it is recorded once per review, not once per render, so the log reflects genuine review activity rather than noise. When a client's uploaded identity photograph has its EXIF metadata, including GPS coordinates, stripped before storage, that sanitisation is itself logged, so the data-minimisation step leaves a trace.

Documents that leave the building carry their own proof. Every report is hash-stamped with SHA-256 when it is generated, and you can re-download it later and have the hash recomputed on the spot to confirm the bytes have not changed. Reports that carry a timestamp authority reply can be checked offline against that authority's certificate chain, entirely independently of Accupe. Each report footer prints a public verification link that a regulator or auditor can use without an Accupe login, and that endpoint deliberately returns the integrity result and nothing else, no firm name, no client, no related record identifiers, so the link is safe to hand outside your organisation. Completed signature requests get the same treatment: a Certificate of Completion carrying a SHA-256 hash, with its own verification page.

Where a matter has to be reported, Accupe assembles the pack rather than filing it. It freezes a snapshot of that client's verifications, audit entries and documents against a written trigger narrative, defaults to the National Crime Agency and a SAR for a UK firm or goAML and an STR for a UAE firm, and starts it in draft so it can be reviewed. Your MLRO still files it through their own credentials on the regulator's own portal. What you are saved is the evening spent gathering the supporting evidence by hand.

Three limits are worth knowing before a demo rather than after a renewal. Accupe is not a bookkeeping ledger: it raises, sends and chases the invoice, and Xero or Zoho Books stays the system of record for your numbers, which is why the integration pushes a completed job across as a draft rather than posting anything. It does not file returns to HMRC or the Federal Tax Authority; it tracks the deadline, the job and the working papers that sit behind the filing you make elsewhere. And it does not run sanctions, PEP or adverse-media screening. Identity and document verification, a review queue, expiry warnings and the audit trail around all of it are in the product; the screening itself is not, so keep your existing screening provider alongside it.

Everything above is drawn from the Accupe help centre, which documents the live product screen by screen. If a claim here matters to your decision, the article behind it is a couple of clicks away.