Accupe vs Assembly

Accupe combines practice management, client onboarding, e-signatures and AI for professional firms, including accounting practices in the UK and UAE. Client records bring together filing deadlines, recurring jobs, checklists, time, documents and invoicing. Workflow templates can create monthly, quarterly and annual work with tasks, owners and due dates. Accupe imports Companies House details and checks daily for changes. Each client receives an isolated portal for documents, messages, tasks and signature history, with client-code and PIN sign-in. Signature requests support up to ten signers and five CC recipients; completed documents receive a SHA-256 certificate and public verification page. The service connects with Xero and Zoho Books to pull invoices and send completed jobs as draft invoices. It says it uses encryption in transit and at rest and row-level security to separate firm data. Identity and document verification include a review trail, but Accupe does not run sanctions, PEP or adverse-media screening. Solo costs £20/mo, Growth £55/mo and Elite £185/mo. Each paid tier includes a 14-day trial without upfront card details. Accupe lists offices in London and Dubai.

Assembly combines an AI app builder with a CRM and branded client experience for creating client-facing apps and internal tools. Users describe an app in plain language, review a proposed plan, publish it, and refine it in conversation. More than 30 templates cover workflows such as document collection, project tracking, proposals, and client support. Apps can connect to third-party services through authentication or an API key, and an MCP connector links the workspace to AI tools including ChatGPT and Claude. Workspaces include a branded client experience where published apps appear together. Assembly's platform handles client authentication, roles, permissions, and data scoping. The maker says it is SOC 2 Type II certified, stores customer data in the United States, encrypts it in transit with TLS and at rest with AES-256, and does not use workspace or client data to train AI models. It is not suited to public-facing websites, directories, or consumer apps. A free plan is available; Starter costs $29/mo billed annually.