A client portal your clients will actually use.
Accupe gives every client a private, branded workspace for documents, secure messages, task status and e-signatures. They sign in with a short client code and a PIN, so nobody is stuck resetting a password they set once a year.
- Next actionSign the engagement letter
Sign-in that does not lose the client.
Most portals lose the client at the login screen. Accupe does not ask for an email address and a password the client invented themselves, because a password chosen once a year is a password nobody remembers. Your clients sign in with two things your firm issues: a client code such as CLI-465, which Accupe generates on every client record, and a PIN of four to ten digits.
You set that first PIN from the client's Details tab, or let Accupe generate a random six-digit one, and it goes out in a branded email with a button straight to your login page. The client is then prompted to replace it with a PIN they will remember. There is no forgotten-password loop to get stuck in, and no email field on the login screen at all, so a client cannot accidentally sign in to another firm's portal. If somebody does lock themselves out, they request a reset from inside the portal, which notifies your admins and managers with a link straight to that client's record.
Your address, not ours
Clients log in at an address you choose, the part after accupe.com/p/, checked for availability live as you type it. Once it is set, Accupe generates a QR code in your brand colour that you can download as a PNG for business cards, letterheads or the reception desk.
A no-login deposit box
Some clients are never going to log in for one document. Every firm also gets a Secure Deposit Box: the visitor enters their client reference, no PIN, and drops files in at up to 25MB each. Each file uploads on its own, so one failure does not lose the batch. It is upload only, with nothing to browse or download.
Isolated in the database
One client can never reach another client’s records, because the separation is enforced by row-level security in the database rather than by what the interface chooses to render. Data is encrypted at rest, access is written to an audit log, and two-factor authentication is available on every plan.
What they see once they are in.
The portal opens on a Workspace Home built around what needs attention, not a file tree. Four counters show documents, pending signatures, active tasks and unread messages, each linking straight through. Underneath them a single next action picks the one thing that matters most for that client, checked in a fixed order: a pending signature first, then a failed identity check, then an unread message, then an identity check that has not been started, and only after all of those, an open task.
Documents, Messages and eSign History can each be switched off for one client from the Portal Settings tab on their record, without touching anybody else. Turning messaging off is enforced on the server as well as in the sidebar, so it genuinely blocks messages rather than hiding a link. Workspace Home and Task Status are always visible.
Workspace Home
Their landing page: four counters, one next action, an identity verification card and a recent activity feed. Always visible.
Documents
The files your firm has shared with that client, to view and download. Which files appear is decided per file in your own Documents tab.
Task Status
Where the tasks tied to their jobs have got to. Always visible, with no per-task hide switch, so keep work off their jobs if it should not be seen.
Messages
Secure two-way messaging with your firm, in context, instead of a thread buried in somebody’s inbox.
eSign History
Every signature request that client has been sent, and what happened to it.
E-signatures in the same place as everything else.
Signing is part of the portal rather than a second subscription. You place the fields on the document yourself, on a visual canvas, so a signature box lands on the signature line instead of at the foot of the last page. A request can carry up to ten signers, invited in a set order or all at once, plus up to five CC recipients who receive the completed pack without ever being asked to sign. Set an expiry date, chase with reminders, and a signer who declines has to give a reason.
Every field belongs to a named signer, and each signer is shown only their own, so the second signer can never fill or overprint the first signer's boxes. You can require a one-time code sent to the signer's email address before the document opens, and that check is recorded on the certificate.
When a request completes, Accupe hashes the original and the signed PDF with SHA-256 and issues a Certificate of Completion timestamped by a third-party time stamp authority, with a public verification page anyone can re-check the file against. That is a standard or advanced electronic signature, suitable for everyday business agreements. It is not a qualified electronic signature, and we would rather tell you that here than at renewal.
Reusable layouts
Send an engagement letter once, then save it as a template. Templates keep the document, the field layout and the signer roles, and can be sent to many recipients at once.
Your brand on the portal
Your firm’s logo sits on the portal on every plan, with a separate square icon for the compact navigation. Portal colours, your own custom domain and white-labelled client emails are on the Elite plan.
Right region, right clock
Portal times follow the region your firm signed up under: Europe/London for UK firms and Asia/Dubai for UAE firms, with dates and figures in en-GB or en-AE and billing in GBP or AED.
The rest of the detail.
Two limits are worth knowing before you book anything. Accupe does not file returns to HMRC or the FTA, and it does not run sanctions, PEP or adverse-media screening. It is the practice-management layer above the tools you already file and screen with, which is why the portal, the deadline, the working papers and the signed engagement letter can sit in one tracked place.
See both sides of the portal.
Book a 30 minute walkthrough and we will show you what your team does and what the client sees, with the UK or UAE specifics that apply to your firm.
