Acting Office provides a raft of features such as email integration, phone integration, task management, timesheets, deadline reminders, canned messages, data storage, etc. These features ensure seamless management of all client related tasks and data. The great thing about cloud-based software is the added flexibility and ease of access from any location and device.
Allows you to receive and send emails directly from the Acting Office platform, without the need to toggle between screens. All client communication is stored in chronological order and automatically mapped to the individual client record. You don't need to do a thing!
A recording of every incoming/outgoing call is stored against the client record. Simply add a notation beside any call to summarise what was discussed. Easily access the recording at any time as a prompter, or to confirm client instructions, settle possible disputes or for staff training purposes.
Set up recurring or standalone tasks for time sensitive assignments. Choose the priority level for each task so they are presented on your dashboard according to the pre-determined level of urgency.
Performance analysis is of utmost importance for accounting practices with multiple staff members - especially given the emerging trend of hybrid work environments where staff are working in multiple geographical locations. Our timesheet feature is fully automated so you can gauge ACTUAL staff performance and real time spent on individual tasks. Effortlessly track billable hours attributed to individual clients in your portfolio.
A missed deadline is an accountant's worst nightmare! Never miss a deadline ever again with Acting Office. Daily deadline reminders as per your customised needs will ensure your clients remain compliant at all times.