Accupe vs Astra Engage

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.

Astra Engage is a business platform combining CRM, pipeline, proposals, projects, service desk, portals, and an AI workbench. Astra AI can research leads and companies, help scope work, and turn signed proposals into project plans. Proposals support itemized and recurring services, PDF generation, and electronic signatures with audit trails. Project tools include Gantt charts, Kanban boards, milestones, task dependencies, multiple assignees, and time tracking. Every plan includes basic CRM for accounts and contacts; the full CRM adds leads, opportunities, activities, and forecasting. Product pages describe connections among CRM accounts, projects, proposals, portals, and the product catalog. Security details include per-tenant AES-256-GCM encryption, daily automated backups, point-in-time recovery, and 90-day retention. The infrastructure is described as SOC 2 Type II audited, with HIPAA business associate agreements available alongside dedicated database silos. The site advertises a 14-day trial with full access and no credit card; extensions are available in five-day increments. Each plan includes three seats. Listed prices are $37 a year for Starter, $127 a year for Professional, and $208 a year for Enterprise; billed amounts are $449/year, $1,529/year, and $2,499/year respectively.