Workflow & efficiency
Never miss a deadline. Automate tasks, approvals, and time tracking to keep every job on track.
Why firms fall behind on deadlines
Without automation, firms struggle to manage thousands of tasks and deadlines. Bottlenecks form, reviews stall, and managers lack visibility.
Missed statutory deadlines
Dates slip through cracks when tracked in spreadsheets.
Overloaded teams
No capacity view until it's too late.
Slow reviews
Partner approvals cause bottlenecks.
Error-prone workflows
Manual processes let mistakes through.
Everything you need to run efficient workflows
Duplicate manager
Manual processes let mistakes through.
Task management
Manual processes let mistakes through.
Review mechanism
Manual processes let mistakes through.
Custom validations
Manual processes let mistakes through.
Automated Time tracking
Manual processes let mistakes through.
Outcomes you can can count on
Firms using Workflow & efficiency eliminate bottlenecks, hit deadlines, and free up capacity.
Never miss deadlines
Every filing tracked, every reminder automated.
Increase throughput
See jobs and priorities instantly.
Boost quality
Peer reviews and validations stop errors.
Bill accurately
Automated time tracking ensures every hour is captured.
Built into your client flow
Workflow & efficiency connects across the full client lifecycle, from onboarding tasks to tax filings and payroll runs.
Onboarding
Bookkeeping
Accounts
CT600/SA100
Works seamlessly with other modules
Pair workflow & efficiency with modules that amplify its value.
Core Accounts & tax
Automate compliance jobs.
Security & risk
Track every user action & protect sensitive data
Client experience
Faster client approvals with e-signatures.
Proof from UK firms
— Ops Manager, 150-person firm.
better work allocation.
Ready to keep every job on track?
Not just another tool - your firm's unfair advantage.
Acting Office makes staying competitive effortless.
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