Practice Management Software for Accounting and Tax Firms in UK

Acting Office is a software platform that helps accountants with a one-stop practice management solution.

System Logs

User logs help in maintaining a system-driven history enabling to review activities conducted by individual employee and set proper accountability. Added to this, with user rights functionality, you have complete control over access rights and restrict viewers of sensitive data.

AML Checks

With strengthened rules and regulations, the need to remain compliant, especially for professionals, become vital. Our AML checks would highlight areas requiring your immediate attention.

Deadline Manager

Our interactive dashboard highlights the deadlines for the upcoming tasks based on which the level of the priority to each task can be determined without missing any important ones or run late and thereby dodge any fines.

Data Security

Send secure data sharing links, bank statements requests and digital signatures of documents to restricted emails and phone numbers to ensure protection of sensitive data.

Payroll

Easily submit all your FPS and EPS submission with few clicks to ensure compliance with all statutory payroll obligations. Use our PAYE calculator to design salary structure for your clients and help them know their taxes and NICs better.

Making Tax Digital for VAT

With Acting Office, managing VAT has never been more straightforward. Our MTD-compliant software is designed to help accountants and businesses effortlessly meet HMRC's Making Tax Digital requirements. From maintaining digital records to submitting VAT returns directly to HMRC, Acting Office provides all the tools you need to stay organised, compliant, and in control thus, saving time, reducing risk, and streamlining workflow. Read more

CT600 Filing

File your corporation tax returns and computations with our accounts and taxation module with quickly accessible options.

Accounts Production

Helps you produce your accounting reports to show a comprehensive statement of all income and expenses to arrive at the profits achieved during the year along with your overall financial position.

SA100 Filing

Prepare and file self assessment returns through acting office with a smooth and quickened process all the way round.

Bank Feed

AO's extensive integration with banks allows clients to access and share bank transactions in real time, eliminating the need to download and forward bank statements to accountants.

E-signature

E-signature tab enables you to get the accounts reports or other documents signed digitally without the need to go physical, as going paperless indeed saves immense time and effort, enabling to focus on other crucial tasks, which is the vision of the people at Acting Office.

Custom Validations

An in-built system validation procedure containing of a set of algorithms, given towards each detail, to ensure no incorrect feed being put into the system, even by a rookie. These could be customised to set your stated conditions within the system.

Letter of Engagement

Clarify the roles and responsibilities, in advance, with the client to have knowledge of the upcoming assignment and state the services offered with the clear terms and conditions through our letter of engagement feature.

Technical Informative Reminders

Our notification sections help you know major changes to accounting and taxation arena and get latest news updates. Further, deadline reminders that are sent each day over the email would leave no room for penalties.

Review Mechanism

Encouraging newer minds and giving equal opportunities are essential. However, through our review mechanisms, a superior's examination of the work done by others remains very relevant to ensure quality aspects. This also ensures segregation of duties.

Bookkeeping

Have a complete overview of each and every transaction for detailed accounting records through our bookkeeping module. It helps you extract an array of reports at regular intervals to understand your finances and business performance better.

2 Factor Authenticator

With two-factor authentication being necessary for security purposes, requiring multiple access codes from different apps, managing them can be cumbersome. Additionally, keeping track of the device where the codes are stored can be challenging.

Cloud Integration

Gone are the days of using spreadsheets or desktop apps for accounting needs. Our cloud based software allows you to access your finances anywhere and anytime at the tip of your fingers.

Digital Communication

Our call and email functionality is embedded with the CRM and is fully integrated. A recording from end to end of the correspondence being made is stored sequentially, thereby providing a trail of the communication and status of the tasks.

Task Management

Manage all tasks and leads with our very interactive dashboard. This is further enhanced with our auto creation of tasks feature on specified triggering event, to ensure no work leaves un-attended.

Free Technical Support

In this era of fast growing technology, it is difficult to cope up with the regular changes coming in. We are here to help you anytime and anywhere and are just a call or an email away. Feel free to reach us.