Client Experience
Deliver a smoother, faster client journey with instant approvals, digital communication, and automated engagement letters.
Why client experience matters for accounting firms
Clients expect digital convenience. Slow approvals, missed messages, and paper letters frustrate them and waste time for your team.
Slow approvals
Automate compliance jobs.
Scattered communication
Track every user action & protect sensitive data
Manual paperwork
Engagement letters and reminders take hours to prepare.
Everything you need for client-facing efficiency
Acting Office streamlines how firms communicate and collaborate with clients - no more paper, no more delays.
E-signature
Instant, compliant document approval.
Digital communication
No capacity view until it's too late.
Letter of engagement (LoE)
Partner approvals cause bottlenecks.
Informative reminders
Manual processes let mistakes through.
Outcomes your clients will notice
Clients expect digital convenience. Slow approvals, missed messages, and paper letters frustrate them and waste time for your team.
Faster onboarding
LoEs signed in minutes, not days.
Quicker approvals
Secure e-signatures speed up every job.
Better communication
Every interaction in one place.
Happier clients
A smoother, more professional experience.
Built into your client flow
Client experience ties directly into your core modules - onboarding, accounts, tax, and payroll - so approvals and communications never sit outside the workflow.
Lead
Onboarding
Bookkeeping
Accounts/Tax
Works seamlessly with other modules
Extend the value of client experience by pairing it with compliance and efficiency modules.
Workflow & efficiency
Faster filing when clients approve instantly.
Security & risk
Enforce secure, compliant client communications.
Core accounts & Tax
Faster filing when clients approve instantly.
Proof from UK Accounting firms
— Partner, 100-person UK firm.
more 5- star reviews.