Frequently Asked Questions

• What is Acting Office?

  

  Acting Office is an all-in-one, cloud-based practice management platform designed for medium to large accounting firms. It centralises core services—such as bookkeeping, payroll, accounts and tax filings, CRM, and more—into a single, streamlined system.

• Which features does Acting Office offer?

  

  The platform offers a comprehensive suite of tools including: AML checks, bookkeeping, payroll submissions, accounts production, SA100 & CT600 filing, bank feeds, e-signatures, task and deadline management, secure data sharing, user access control, two-factor authentication, custom validations, digital communication, and system logs.

• Does it support HMRC’s Making Tax Digital (MTD)?

  

  Yes—it’s MTD-compliant. It supports VAT digital submissions and is prepared for the upcoming MTD for ITSA requirements.

• How does Acting Office enhance deadline management?

  

  It includes a “Deadline Manager” dashboard that displays upcoming tasks and deadlines in a visually intuitive way, helping to prevent missed submissions and fines.

• How is data security handled?

  

  Acting Office provides robust security features like secure data sharing links, digital signatures, restricted access, two-factor authentication, and system logs to ensure accountability and protect sensitive data.

• Is the platform cloud-based?

  

  Yes—being cloud-enabled, you can access your data from anywhere at any time, supporting remote and flexible working.

• Does Acting Office offer support?

  

  Absolutely—it includes free technical support and gives you access to all features during a 30-day trial so you can evaluate the platform before choosing a plan.

• Can I manage client communications within the platform?

  

  Yes. Acting Office embeds email and call functionality directly into the system, creating a chronological, searchable record of all client correspondence.

• Is the platform scalable and customizable?

  

  Designed for scalability, Acting Office adapts to the growing needs of firms. Features like custom validations, review mechanisms, and user access controls enhance its flexibility and usability.

• How can I get started or learn more?

  

  You can book a call, request a demo, or request a callback through the Contact page. The support team is available Monday to Friday, 09:00–17:00.

• Is Acting Office suitable for small accounting firms?

  

  While it’s built for medium to large practices, smaller firms looking to scale benefit from its automation, integrations, and comprehensive compliance tools.

• Do I need to install any software?

  

  No installation is required. Acting Office is fully cloud-based and accessible from any modern web browser.

• Can I access the platform from mobile devices?

  

  Yes, Acting Office is mobile-responsive, enabling you to manage tasks and review information on tablets and smartphones.

• Are there any setup or onboarding fees?

  

  There are no hidden setup charges. Onboarding assistance is part of your subscription during the initial phase.

• Do you offer any discounts?

  

  Yes, introductory and volume-based discounts may apply, including discounts for the first few quarters. Please contact our team for current offers.

• What kind of support do you offer?

  

  We offer email and phone support Monday to Friday, 09:00 to 17:00. A dedicated account manager may be assigned depending on your plan.

• Is training included?

  

  Yes. We offer onboarding training sessions, knowledge base access, and ongoing feature updates to help your team become proficient.

• Can I request feature enhancements?

  

  We welcome user feedback and regularly implement enhancements based on client suggestions.

• Does it include document management?

  

  Yes, Acting Office supports secure document uploads, e-signatures, and version control. You can also generate and store key client documents directly within the platform.

• Is client communication tracked in the system?

  

  Yes, Acting Office tracks all client communication within the platform, including emails and calls. Each interaction is logged in a chronological, searchable timeline, providing a clear audit trail for your entire team.

• Where is my data stored?

  

  Your data is securely stored in UK-based Microsoft Azure data centres (UK South and UK West), compliant with ISO 27001 and SOC 2 standards.

• Can I restrict access for certain users?

  

  Yes. Acting Office allows for role-based access control so you can manage permissions by user role.

• Can I invite clients to the platform?

  

  Yes. You can give clients access to their portal, where they can upload documents, sign forms, and track progress securely.

• Are there documentations or help guides available?

  

  Yes. We provide guides, training materials, and FAQs to help you get the most from the platform.

• Can I migrate data from my existing software?

  

  Yes. We can assist with data migration from your previous system. The extent of this depends on your legacy platform—please contact us for details.