Actionstep and Xero – Seamless Integration!
Combine Actionstep’s sophisticated practice management capability with the excellent Xero accounting system and what do you get? The best of both worlds!
All matter-related trust and billing transactions are entered via Actionstep and posted in real-time through to Xero.
Everything you need to run your law practice
- Matter files
- Trust accounting
- Document assembly
- File Notes
- Time billing
- Calendar, Contacts, Email
- Budgets and KPI’s
- And much more …
The easy-to-use online accounting software
- It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero for free.
Please see our User Guide at Xero Integration Setup