Change requests
The Changes tab collects requests to change what you do for a client. They arrive from:
- the client portal, where a client can choose Request a change,
- your own team, added by hand,
- Companies House changes for clients with a live engagement, for example a new director, which asks for an identity check and a possible new signer,
- a regulatory campaign you start by choosing a rule and a client filter.
Each request has its source and evidence. You can Quote it, Convert it to an addendum or Dismiss it with a reason.
Adding or removing a service with an addendum
On an active client's Engagement tab, choose Add services to open the change page. Add or remove services with an effective date, see a pro rata preview from the pricing engine, and create the addendum as a proposal. The client signs it in the Proposal Room, you countersign it with a fresh authenticator code, and only people who were not already verified need a new identity check. Accupe then adds the new jobs and billing from the effective date, or stops the removed ones and credits any part-period.
Disengaging a client
Disengage is never limited by plan. The wizard asks for the effective date, outstanding work, the deadlines handed back, how the final invoice is handled, how long the client keeps portal access (90 days by default) and how long records are kept (5 years, or 10 for a UAE audit engagement). The preview shows exactly what will stop.
On the effective date Accupe ends the recurring series, cancels future unstarted jobs, raises instalments up to that date, gives a credit instalment for any period paid in advance (and a task for a refund: money is never refunded automatically), detaches the saved payment method and sets the client to former. UAE firms get a task to end the tax agent link.
Importing existing clients
Choose Import existing clients in Engagements. For every client without a live engagement, Accupe reads their latest agreement and recurring jobs and proposes services, marking its confidence. You confirm in a bulk table, and apply. Imported clients show as Not on Accupe terms. Nothing is invoiced and no new jobs are created.
Note: Once a client has been disengaged their portal can be read but not written to after the grace period ends.