Completing the onboarding wizard
After a new firm workspace owner signs up (or logs in for the first time without a firm name or region set), Accupe shows a full-screen onboarding wizard before you can use the dashboard. It takes most firms under two minutes to get through, and only a couple of steps are actually required, the rest can be skipped and finished later.
Step 1: Welcome
Enter your Firm Name and Your Name (both required, minimum 2 characters), and optionally choose Your Role from Partner, Director, Manager, Project Manager, Consultant, Analyst, or Admin.
Step 2: Region
Confirm Where are you based: United Kingdom or United Arab Emirates. If you already chose a region at sign up, it is pre-filled here. This step also lets you pick your Practice Type from a list including Accountancy Practice, Bookkeeping Services, Tax Consultancy, Law Firm, Financial Services, and more. As soon as you move past this step your region is saved to your firm record, since later steps (like Companies House search) depend on it being set.
Step 3: Your Practice
Answer three quick questions:
- How big is your team? Just me, Small (2-10), Mid (11-50), or Large (50+).
- Which tools do you currently use? Select any of Xero, QuickBooks, Sage, Zoho Books, Spreadsheets only, or Starting fresh.
- Who are most of your clients? Mostly limited companies, mostly sole traders / freelancers, mostly individuals / personal tax, a mix of everything, or something else.
If you selected United Arab Emirates in Step 2, an extra panel appears for UAE firm details: License category (Mainland, Free Zone, or Offshore), an Emirate dropdown, and optional TRN and License expiry fields. If you choose Free Zone, you'll also pick your Free zone authority (DMCC, JAFZA, DIFC, ADGM, and others).
Step 4: Branding
Upload your firm's icon (PNG, JPG, or SVG, 256x256 recommended). It appears in your sidebar and client portal. You can click Skip for now and add it later from Settings > Firm Details.
Step 5: First Client
Add your first client, either manually (Business Name, Client Type, Company No., Contact Email) or, for UK firms only, by searching Companies House and selecting a match. UAE firms only see the manual entry option, since Companies House search is UK-specific. This step can also be skipped and completed later from Contacts.
Step 6: Select Plan
Choose how you want to start:
- Try Free for 14 Days (marked Popular): full Solo-level features, no card required.
- Solo Plan: subscribe immediately, up to 50 clients.
- Elite Plan: unlimited clients and advanced reports.
- Growth Plan: full suite, white-labelling, unlimited everything.
Prices shown are automatically formatted in GBP or AED depending on your region. If you pick a paid plan here, you're taken to Stripe checkout after finishing the wizard.
Step 7: Done
Click Launch Dashboard to finish. This is the step that actually saves everything you entered across the wizard: your firm details, region, practice profile, branding, and first client. If you chose a paid plan in Step 6, the button briefly shows "Redirecting to Checkout..." before sending you to Stripe.
Tip: Only the Welcome and Your Practice steps are required to proceed. Branding and First Client can both be skipped with the "Skip for now" button and finished anytime later from Settings or Contacts.