The Acting
Office platform

From lead to accounts submission: CRM, onboarding, AML, bookkeeping, accounts, tax and payroll in one accounting practice management software platform, powered by an AI workflow engine.

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Core Accounts & tax | Practice Management Software for Accounting and Tax Firms in UK | Acting Office

The four pillars of the Acting Office practice management platform

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

Lead to ledger Simplified

Track work from lead and onboarding through bookkeeping and accounts, with firm-wide visibility. learn more about end-to-end accounting workflow management.

Workflow engine

Keep every job on track with automated scheduling and approvals. Learn More about workflow automation, scheduling and approvals.

Shared data model & reporting

Live WIP, deadlines, revenue, and time — all in one place, with firm-wide visibility. Learn More about firm-wide reporting and real-time business insights.

Security & trust

Enterprise-grade controls designed for UK firms. Learn More about data security, access controls and compliance.

How the platform fits into your
accounting workflow

Core Accounts & Tax isn’t standalone. It connects to your client flow
and links every module inside one practice management software platform.

A whole suite to power your firm

Core accounts and tax management for accounting firms

Accounting workflows & efficiency

Security and risk management

Connectivity and integrations for accounting systems

A better client experience for accounting firms

Service & support

Trusted by UK accounting 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.

Ready to see the platform?