Configuring your firm profile
Your firm's branding, contact details, and portal settings all live in one place: Settings > Firm Details (not a generic "Firm Profile" page). Go to Settings from the sidebar, then choose Firm Details. This page is restricted to admins; other roles see an "Access Restricted" message instead.
Branding
- Firm Logo: used on invoices (SVG, PNG, or JPG, up to 2MB).
- Sidebar Icon: square (1:1) image shown in the sidebar and client portal.
- Portal colours: three pickers, Portal BG, Portal Text, and Brand Primary, used to style your branded client portal.
- Dark mode portal: a separate set of the same three colour pickers for a dark variant of your portal. Share the dark version with clients by adding ?t=dark to the end of your portal link.
- Client Portal URL: your branded portal address, shown as accupe.com/p/ followed by a slug you choose. As you type, Accupe checks availability live and tells you if the link is available, already taken by another firm, or if the check couldn't be completed.
- Portal QR Code: once your portal link is set, a QR code appears that you can download as a PNG for clients to scan and open your portal directly.
- Custom Domain: point your own domain (for example portal.yourfirm.com) at your portal. This field is only enabled on the Elite plan; on Solo and Growth it stays disabled with an explanation. Elite firms get a Verify DNS button after pointing their CNAME record at www.accupe.com.
Basic Details
- Firm Name and Registration Number
- UAE firms only: TRN Number (UAE Compliance) and Trade License
- Public Email and Telephone
- Website
- Automated Client Chasing toggle (shows as Auto-Chase Enabled or Auto-Chase Disabled)
- Registered Address, which appears on generated invoices and official documents
Compliance Radar (firm requirements)
This section is a table that defines what documents your firm expects from each category of client, for example VAT Registered or AML High Risk clients. Click Add Requirement to open a form with:
If you haven't added any requirements yet, you'll see an empty state prompting you to add your first one.
Feature Management
A single toggle for Advanced Financial Analytics (Beta), which enables unbilled revenue tracking and client profitability charts on your dashboard when switched on.
Region
Next to the page header, a region pill shows your firm's locked region (with a lock icon) once it's set. Clicking it opens a panel explaining that region changes affect currency, compliance templates, AI routing, and historical data, with a button to email support@accupe.com; this pre-fills a subject and body with your firm name, account email, current region, and space for your requested region and reason. If you haven't set a region yet, this same pill shows an amber "Region not set" warning and lets you pick UK or UAE directly, but once chosen it locks immediately.
Exporting your firm data
The Export firm data (GDPR) button at the top of the page generates a tamper-evident export ZIP covering your firm's data, useful for GDPR Article 20 or UAE PDPL Article 24 requests.
Tip: Changes across every section of this page save together, click Save Changes at the bottom of the form once you're done editing. There's no autosave, so don't navigate away before saving.