Acting Office provides cloud-based accounting practice management software that integrates features such as automated task management, real-time bank feeds, and compliance checks to streamline financial operations for medium-sized businesses. The platform addresses inefficiencies in accounting workflows by centralizing data management and enhancing communication, thereby reducing the risk of errors and missed deadlines.
Funding
Funding not disclosed
Founders
Product
Problem
Accounting firms often struggle with inefficient workflows due to disparate systems, manual data entry, and a lack of real-time visibility into client engagements. This can lead to missed deadlines, increased errors, and difficulties in managing staff workloads effectively.
Solution
Acting Office provides a cloud-based accounting practice management platform designed to streamline financial operations and enhance team collaboration. The software integrates key functions such as automated task management, real-time bank feeds, AML checks, and direct filing with Companies House and HMRC. By centralizing data and automating repetitive tasks, Acting Office reduces the risk of errors, improves compliance, and provides a comprehensive view of practice performance. The platform also offers features for managing client communications, HR functions, and sales pipelines, creating a unified solution for accounting firms.
Target Audience
Acting Office is designed for accounting firms of all sizes looking to improve efficiency, enhance collaboration, and streamline their practice management processes.
Features
- Automated task management with deadline reminders and interactive dashboard
- Real-time bank feeds for streamlined transaction processing
- AML checks to ensure regulatory compliance
- Direct filing integration with Companies House and HMRC
- Accounts production, CT600, and SA100 filing capabilities
- Payroll processing with FPS and EPS submissions
- Digital communication tools with integrated call and email functionality
- E-signature capabilities for paperless document management
- Customizable system validations to ensure data accuracy
- Letter of Engagement feature for clarifying client responsibilities
- HR management tools for performance tracking and leave record management
- Sales pipeline management for tracking leads and revenue
- Cloud-based access for anytime, anywhere availability
- Two-factor authentication for enhanced security
- System logs for monitoring user activity and maintaining accountability