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Explore our detailed guides and tutorials to master Accupe.
Getting Started
Set up your firm, invite your team, and customise your workspace.
4 articlesTeam & Permissions
Invite staff, assign roles, and control what each team member can access.
4 articlesBilling & Subscriptions
Manage your plan, understand invoices, and update payment methods.
5 articlesClient Portal
Give clients secure, white-labeled access to their documents, messages, and tasks.
6 articlesInbox & Messages
Triage inbound client emails and chat with clients through the secure portal.
3 articlesPractice Management
Track time, manage jobs, and oversee your firm's daily operations.
5 articlesSmart Board
Visualise your firm's workload with the interactive Kanban-style Smart Board.
3 articlesCalendar & Deadlines
See every job and task deadline in one region-aware calendar, with an ICS subscribe feed.
3 articlesCompliance & AML
Run automatic sanctions/PEP screening and maintain audit-ready compliance records.
6 articlesAI Chat Assistant
Use the built-in AI assistant to analyse documents, answer questions, and streamline your workflow.
5 articlesDocuments & Vault
Upload, organise, and share files securely with nested folders and client visibility controls.
4 articleseSignatures
Send documents for electronic signing with a visual field-placement builder.
4 articlesReports & Invoicing
Generate compliance-ready reports and manage client invoices.
4 articlesIntegrations & Automations
Connect Companies House, Xero, Zoho, and automate repetitive workflow steps.
5 articlesSecurity & Account
Manage two-factor authentication, recovery codes, data protection, and display preferences.
5 articles