Everything your firm does between winning a client and getting paid.
One client record carries the Companies House deadlines, the recurring jobs and their checklists, the hours logged against them, the portal your client logs into, the documents they signed, and the invoice at the end of it. Built for UK and UAE practices.
- Compliance Radar18 green · 3 amber · 1 red
- Smart Board6 jobs in progress this week
- Timesheet6h 45m logged today
- Client portalEngagement letter signed, 2 of 2
- InvoicingINV-0042 paid by card
Take on a client, and their deadlines arrive with them
Search Companies House and pull the company, its officers, its PSCs and its statutory filing dates straight onto the client record. UAE firms capture trade licence, free-zone authority, emirate and TRN instead. From then on a daily check re-reads Companies House and logs an event when a director resigns, an address changes or a filing date moves, so year-two dates never sit stale on the file.
- Companies House import: officers, PSCs, SIC codes and filing dates
- Daily re-check for director, PSC, address, name and deadline changes
- Identity and document verification with a review queue and expiry alerts
- Every verification review recorded with who approved it and when
- Compliance Radar: red, amber or green on every client in one list
- Append-only, hash-chained audit log of who saw and changed what
To be exact about the boundary: Accupe does identity and document verification with a full review trail. It does not run sanctions, PEP or adverse-media screening and is not a substitute for your AML obligations, so keep your existing screening provider alongside it.
Recurring work that spawns itself, checklist attached
Annual accounts, quarterly VAT, monthly bookkeeping. Set the job up once with a recurrence and a workflow template, and the next occurrence is created for you with its task list already on it, each task dated back from the due date. Nobody has to remember to open the quarter.
- Monthly, quarterly and annual recurrence, created for you each cycle
- Workflow templates that seed every occurrence with its checklist
- Tasks with a named owner, a due date, and client visibility when you want it
- Smart Board kanban across every job in the firm, drag and drop between stages
- Team capacity heatmap, so you can see who is buried before they say so
Time captured where the work is, not at 6pm on Friday
Start a timer on the job or the task already open in front of you, or type the minutes onto the timesheet afterwards. Entries move through logged, submitted, approved and billed, so a manager signs off before anything reaches a client, and the same hour is never billed twice.
- Timers on jobs and tasks, plus manual entry to the minute
- Timesheets by person, by job and by week
- Approval flow: logged, submitted, approved, billed
- Per-job profitability: the fee set against hours logged at each staff cost rate
- Utilisation across the team, so quoting the next job is not guesswork
The client side of the work, under your brand
Every client gets their own portal, isolated at the database level so one client can never see another. Documents, messages, the tasks you need from them and their signature history all sit in it, under your logo and colours. They sign in with a client code and a PIN, and anyone can drop files into a secure deposit box without logging in at all.
- A private portal per client, with your logo and colours on it
- Documents, messages, open tasks and past signatures in one place
- Client code and PIN sign-in, with rate limiting on failed attempts
- A no-login deposit box for clients dropping off paperwork
- E-signature fields per signer: signature, initials, date, text and checkbox
- Signing order, chasing reminders, an expiry date, and decline with a reason
- A completion certificate carrying a SHA-256 hash, with a public verification page
Client uploads to the portal and e-signatures sit on the paid plans, and a custom domain with white-labelled client emails is an Elite feature. The pricing page spells out which is which.
- Bank statements uploaded3 files, dropped in the deposit box without signing in
- Message from the clientAsking whether the mileage log is still needed
- Engagement letter signed, 2 of 2Certificate issued · SHA-256 recorded · Verifiable online
- Task sent to the clientApprove the draft accounts · Due 22 Aug
A tax invoice that stands up, and a link that gets it paid
Build the invoice from real line items: description, quantity, rate and a VAT rate on each line, at 20%, 5% or 0% depending on your region. The maths runs in integers from end to end, so the total the client sees is the total that was stored, to the penny or the fils. Your VAT number or UAE TRN prints on the document, and the client pays by card through a Stripe link.
- Line items with quantity, rate and per-line VAT, priced in exact integer arithmetic
- Your firm VAT number, or your 15-digit UAE TRN, printed on the invoice
- Card payment through a Stripe link, with 0% Accupe platform fee (Stripe still charges its processing fee)
- Raise one from a completed job, import a spreadsheet, or pull invoices from Xero and Zoho Books
- Live tracker: collected, outstanding, overdue, and the percentage in
This is billing, not bookkeeping. Accupe raises, sends and chases the invoice; Xero and Zoho Books stay the system of record for your numbers. Connect either one and you can pull their invoices in, and push completed jobs across to them as draft invoices.
VAT No. GB 000 0000 00 · UAE firms show their 15-digit TRN here
See it against your own client list
Start free and import your clients, or book a walkthrough and we will set up a recurring job, a branded portal and an invoice with you on the call.
