Trust Accounting

Cloud-based legal trust accounting software that helps you stay compliant with ease.

Trust Accounting

Manage Client Funds Transparently

Managing funds for your clients is an important responsibility and needs to be handled carefully. Actionstep provides you with a 100% cloud-based trust accounting system. It’s feature-packed with excellent tools, reports, and controls that comply with the strict trust accounting rules and regulations. Actionstep’s trust accounting system is fully integrated with the general ledger and maintains important disciplines such as:

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

Client Funds


Comprehensive Reporting

Generate all the reports you need at the click of a button:

  • Trust Account Ledger
  • Trust Payments / Receipt Cash Book
  • Trust Reconciliation Summary
  • Trust Lookup
  • Trust Transfer Journal
  • Trust Matter Balances
  • Trust Stale Balances
  • And more…

Ready to get started?

Request Demo today