Acting Office
Acting Office is software for accounting firms that combines CRM, client onboarding, bookkeeping, accounts, tax, payroll, and practice management around a single client record. It supports workflows from lead management through accounts submission, with automated scheduling, approvals, and firm-wide reporting.
#PitchSlap
“Bring your firm's client records, accounting and tax workflows together—from onboarding to filing—in Acting Office.”
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