Holding funds for your clients is an important responsibility and needs to be managed carefully.

ActionStep provides you will all the tools, reports, and controls to do this easily whilst maintaing strict compliance with trust accounting rules.

ActionStep’s Trust Accounting system is fully integrated with the General Ledger and maintains important disciplines such as:

• Ensuring that your trust liability is always covered by trust funds in the bank.
• Tracking trust funds by single or multiple clients.
• Providing plenty of audit trails and reports to keep the auditors happy.
• Visibility of trust position across different matters.