For firms who need a ready-to-go practice management system and easy integration with the tools you love.
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For solos and single practice firms who need a ready-to-go practice management system and easy integration with the tools you love.
Efficient work management
Organize your work with well-tested pre-built, practice-area workflows and document automations that provide instant efficiency
Stay on top of administrivia
Track time and expenses on the go, set billing automations, synch calendars and be assured that nothing gets missed as processes move through our system workflows
Business insight
50 pre-designed reports give you oversight on all activities across your firm
Client management
Convert more business, and build strong relationships with built-in Customer Relationship Management (CRM).
Data security
Protect your data with bank-grade security. Retain full control of your data
Visibility on trust accounting
Gain full visibility of your client’s trust funds to track, manage and report on trust accounting and integrate with your general ledger
Easy Integrations
Keep the tools you love with easy integrations with tools like Xero, Quickbooks, Microsoft Office and Gmail (see more – marketplace link)
Never outgrow Actionstep
If you need greater automation and customization, seamlessly change plans to Practice Pro or Practice Pro + Accounting