Document signing should be the simplest part of client engagement. Yet for many firms, it remains a friction-filled process involving print-sign-scan cycles, separate e-signature subscriptions, and signed documents scattered across email inboxes and download folders.
Accupe eliminates this friction entirely with built-in e-signatures included in every plan.
How E-Signatures Work in Accupe
The process is straightforward. Upload the document to sign against a client record. Mark the signature fields. Send the request. The client receives a notification through the client portal, reviews the document, and signs electronically. The signed document is automatically stored against the client record with a full audit trail.
No separate login, no third-party application, no additional cost.
Key Features
- Send signature requests directly from client records
- Clients sign through the secure portal — no separate account needed
- Real-time tracking — see who has signed and who has not
- Signed documents automatically stored against client records
- Full audit trail with timestamps and IP addresses
- Legally binding under UK eIDAS regulations
- Bulk signature requests available on Growth and Elite plans
Cost Savings
Standalone e-signature tools typically cost £10-25 per user per month. For a 5-person firm, that is £60-150 per month or £720-1,800 per year — just for the ability to sign documents electronically.
Accupe includes e-signatures in all plans at no additional cost. The Starter plan at £20/month includes e-signatures, AI, compliance tools, and a client portal. That is less than what most firms pay for e-signatures alone.
Common Use Cases
- Engagement letters — send and sign at the start of every client relationship
- Annual accounts approval — clients approve accounts without printing
- Tax return authorisations — HMRC 64-8 and other authority forms
- Contract amendments — any document that requires client signature
- Client onboarding forms — streamline the new client process
The Bigger Picture
E-signatures in Accupe are not a standalone feature — they are integrated into the broader practice workflow. Send a signature request from a job. Track signing status alongside job progress. Store the signed document with the compliance record. This integration means less manual filing, fewer lost documents, and a seamless client experience from engagement to completion.