It offers a host of features such as email integration, phone integration, task management, timesheets, deadline reminders, canned messages, data storage etc. All these features ensure seamless management of all client related tasks and data. The best part is that, being cloud-based, it can be accessed from anywhere providing added flexibility.
Allows you to receive and send emails directly from the Acting Office app (instead of gmail/outlook). Your client communication history gets organised like never before with the automatic mapping of the emails to the particular client.
Ensures that you have a record of each incoming/outgoing call for every client. You can add a summary note to each call, so that you don't need to listen the recording for any important matter that was discussed, which significantly enhances the efficiency of team members.
Helps you set up tasks (recurring or standalone) for time-bound and efficient handling of clients' affairs. You can choose the priority level for each task and they will be presented accordingly on your dashboard.
Performance analysis is a very important element for large practices with multiple staff members, many times based in different geographical locations. Our timesheet feature not only lets your staff feed in details of the work they've done, but it also smartly finds out their actual devotion of work on a specific task through automation.
A missed deadline is an accountant's worst nightmare, but you don't need to worry about this as Acting Office helps you receive the deadline reminders exactly as per your customised needs and always keeps you on top of the filing compliances.