The Acting Office platform

From lead to accounts submission - CRM, onboarding, AML, bookkeeping, accounts, tax, payroll, and practice management unified in one AI-powered workflow engine.

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Explore the pillars
Core Accounts & tax | Acting Office

The four pillars of Acting Office

These are the foundations that replace patchwork tools and rigid legacy suites.

Lead to ledger Simplified

Zero re-keying and complete client visibility across every workflow.

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Workflow engine

Keep every job on track with automated scheduling and approvals

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Shared data model & reporting

Live WIP, deadlines, revenue, and time — firm-wide, in one place.

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Security & trust

Enterprise-grade controls designed for UK firms.

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How the platform fits together

Core Accounts & tax isn't standalone. It slots directly into your client flow and connects with every other module.

Core Accounts & tax | Acting Office

A whole suite to power your firm

Core tax & accounts
arrow
Workflow & efficiency
arrow
Security & risk
arrow
Connectivity & integration
arrow
Client experience
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Service & support
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Proof from UK firms

“Acting Office gave us firm-wide WIP visibility and removed double-entry within weeks. Month-end closed much faster without extra headcount.”

- Operations Director, UK multi-office firm

32%

Faster month-end close across UK firms.

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