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Guides for every part of Accupe, from setting up your firm to compliance, billing and integrations.
Getting Started
Set up your firm, invite your team, and customise your workspace.
All 4 articlesTeam & Permissions
Invite staff, assign roles, and control what each team member can access.
All 4 articlesBilling & Subscriptions
Manage your plan, understand invoices, and update payment methods.
- Choosing a plan: Solo, Growth, or Elite
- Upgrading or downgrading your plan
- Understanding your invoices and Stripe billing
Client Portal
Give clients secure, white-labeled access to their documents, messages, and tasks.
- How Client Portal Login Works: Client Code and PIN
- Sending and Resetting Portal Access from a Client's Profile
- Branding Your Client Portal
Inbox & Messages
Triage inbound client emails and chat with clients through the secure portal.
All 3 articlesPractice Management
Track time, manage jobs, and oversee your firm's daily operations.
All 5 articlesEngagements
Proposals, the client Proposal Room, your checks, countersigning, billing and renewals, in one connected flow.
- How Accupe Engagements works, from proposal to active client
- Setting up Engagements before your first proposal
- Creating a proposal: Quick Draft, packages and add-ons
Smart Board
Visualise your firm's workload with the interactive Kanban-style Smart Board.
- Finding your way around the Smart Board
- Creating and managing jobs on the Smart Board
- Task badges and keyboard shortcuts on the Smart Board
Calendar & Deadlines
See every job and task deadline in one region-aware calendar, with an ICS subscribe feed.
- Understanding the deadline calendar
- Subscribing to your calendar in Apple, Google, or Outlook
- Reading the month view
Compliance & KYC
Verify client identity, file verification evidence with re-check dates, and keep an audit-ready compliance record.
- Filing AML verification evidence for a client
- Reviewing and clearing historical AML hits
- Verifying a client's identity with KYC Smart Capture
AI Chat Assistant
Use the built-in AI assistant to analyse documents, answer questions, and streamline your workflow.
- Getting Started with AI Chat
- Uploading and Analysing Documents
- Understanding AI Response Modes: Fast, Planning, and Ultra
Documents & Vault
Upload, organise, and share files securely with nested folders and client visibility controls.
- Uploading and organising files and folders
- AI-powered document data extraction
- Controlling client and staff visibility for documents
eSignatures
Send documents for electronic signing with a visual field-placement builder.
- Creating a signature request with the field-placement builder
- Tracking signature status
- What your client sees when signing a document
Reports & Invoicing
Generate compliance-ready reports and manage client invoices.
All 4 articlesIntegrations & Automations
Connect Companies House, Xero, Zoho, and automate repetitive workflow steps.
All 5 articlesSecurity & Account
Manage two-factor authentication, recovery codes, data protection, and display preferences.
- Setting up two-factor authentication (2FA)
- Managing your password
- Data protection: DPA and data export