Run your entire firm from a single client record.
From lead to accounts submission - CRM, onboarding, AML, bookkeeping, accounts, tax, payroll, and practice management unified in one AI-powered workflow engine.
Fragmented tech stacks are killing efficiency
Patchwork tools
- Endless re-keying & duplicate steps to complete work
- No centralised client dashboard for all comms and jobs
- Manual handoffs and reviews that drag on
- Costs creep with every app added-on
Legacy suites
- ‘Cloud’ promises that never materialised
- Limited integrations and siloed reporting
- Dated interfaces and lack of built-in automation
- High per-seat cost without measurable outcomes.
One suite, one source of truth
Lead to ledger. Simplified
Zero re-keying and complete client visibility across every workflow.
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Shared data model & reporting
Live WIP, deadlines, revenue, and time - firm-wide, in one place.
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One continuous workflow, from lead to accounts submission
01
Record created in Acting Office
Sent via email as a button. Once signed the system notifies the accountant.
02
Send a quote and LoE
Sent as an email with a button. Once signed the team are notified.
03
Client shares information & completes AML
Client uses the portal to share financial information and complete KYC/AML checks.
04
Automated information review
Team review the information with the help of system validations. Tasks & workflows triggered automatically.
05
Preparing accounts & CT600 returns
The process is powered by an AI bot, digital query wizards, and validation checks to ensure accuracy + speed
06
Auto-fetching of client information
All tax data flows directly from Companies House and HMRC via APIs, with computations, liabilities, and filings automatically updated in real time.
07
Internal review mechanism
A maker-checker process with built-in validations ensures accuracy and provides the team with a continuous audit trail.
08
Client approval and sign-off
Digital signature requests are secured with OTP access for the intended recipient, and the team are notified once approved.
09
Filing to authorities
Direct submissions to both Companies House and HMRC with just a couple of clicks
10
Client invoiced automatically
An invoice is raised and sent to the client automatically based on the agreed fees/time recorded.
11
Filing to authorities
Direct submissions to both Companies House and HMRC with just a couple of clicks
Outcomes
Throughput
jobs completed per FTE in year one.
Margin
gross margin on compliance work.
Error reduction
rework and review findings.
Deadline control
SLA visibility across teams.
Trusted by leading UK firms including
A whole suite to power your firm
Core tax & accounts
Workflow & efficiency
Security & risk
Connectivity & integration
Client experience
Service & support
Integrates with your existing stack
Native and partner integrations ensure your workflows stay connected.
Results you can measure. Efficiency you can prove.
Andy Ross
CEO of Caroola
“They've freed up our senior team to focus on strategy and client service instead of firefighting ops”
hours saved during onboarding
efficiency improvements after 12 months
EBITDA now, from a near break-even
Caroola before & after Acting Office:
Ineficient and fragmented tech-stack
All work completed in one platform
Total headcount went from 200 to 100
with a 10% jump in turnover
Automated 95% of the payroll operations
replacing 6 active staff members
Enterprise-grade trust and compliance
Security is built into every module, with controls designed for UK regulatory standards.
Let's make your firm faster, smarter, better.
Book a 30-minute tour tailored to your firm.
Not just another tool - your firm's unfair advantage.
Acting Office makes staying competitive effortless.
Location
17 Bevis Marks,
London, EC3A 7LN
Company
Features
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