Tax
Navigating tax law is a complex process. You & your firm has a system but can it scale? With Actionstep you can grow with structure.
Details & Deadlines
Workflow lets you manage your cases your way. Automatically delegate tasks to keep your cases progressing. Manage requirements through notifications. Utilize advanced document automation technology to generate documents in seconds – with the assurance the data is accurate and consistent.
Ready When You Are
Firms can also access a wide range of pre-built workflows to suit different practices, jurisdictions and functionality – short-cutting customization. The beauty of Actionstep is how it can be customised to suit each firm, their areas of practice and their client requirements.
Grow Your Firm
Provide your clients with exceptional service right from the get-go. Actionstep gives you all the marketing, prospecting, and CRM tools you need to find and win new business.
Better Service, Higher Returns
Create ‘wow’ moments with your clients. Workflow notifications/tasks remind you when it’s time to contact clients again – helping increase revenue opportunities, improve your service, and build relationships with your clients and other parties.
Goodbye to Repetition
Give your keyboard a rest and focus on the more important stuff. Actionstep lets you generate documents and emails in a flash, and automatically assigns tasks to the right staff member at the right time.
Keep Clients Data Safe
Your clients will love using Actionstep’s secure client portal to view, download, and upload their documents.
Powerful Reporting
Custom list views and automated reports let you see what stage your matters are at, how productive your teams are, fee collections or outstanding and full visibility across the health of your practices.
Work From Anywhere, On Any Device
Compatible with PC & Mac, Tablet & Mobile, Android & iOS. Use the system from the office from home or anywhere else. Enable your staff to work remotely with full visibility across their activity.
Recent Blogs
Lawyers Conveyancing Australia boosts client experience with Actionstep
Lawyers Conveyancing Australia tells us how Actionstep powers their practice, builds a strong client base and simplifies how they manage their business.
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Actionstep hires ex-Clio executive as VP, Global Partnership Strategy
Actionstep hires ex-Clio executive as VP, Global Partnership Strategy. Signals Growth & Robust Market Position. 17 new roles available globally in engineering, sales & product marketing.
Read MoreLawyers Conveyancing Australia boosts client experience with Actionstep
Lawyers Conveyancing Australia tells us how Actionstep powers their practice, builds a strong client base and simplifies how they manage their business.
Read MoreActionstep hires ex-Clio executive as VP, Global Partnership Strategy
Actionstep hires ex-Clio executive as VP, Global Partnership Strategy. Signals Growth & Robust Market Position. 17 new roles available globally in engineering, sales & product marketing.
Read More