Everything you need to know about 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.

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.

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

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

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.

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

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.

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

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.

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.

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

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

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

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

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

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.

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

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

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.

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.

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.

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

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

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

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.