Accupe vs FormaPortal

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.

FormaPortal gives an organization a branded web portal where its contacts can sign in, find information, and submit it. Configuration happens in a dashboard, with nothing to install or host. Organizations can use their own domain, colours, typeface, logo, and browser icon. Registration may be open or subject to application review, and tier-based permissions control access to pages, documents, events, and announcements. Users can sign in with a password, a six-digit email code, or a magic link. Forms retain the questions and answers as submitted, while an activity log records meaningful actions. The portal supports subscription and dues billing, event ticket payments, and a store for digital and physical goods. Listed integrations include Zapier, Xero, QuickBooks, MCP, and Google Tag Manager. FormaPortal says customers can export all portal data in full at any time. Starter costs £49 a month, excluding VAT, and includes 200 contacts, 10 organisation accounts, 3 team seats, 75 GB storage, 1 custom domain, and a 6-month activity log. Platforms listed are web only.