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Introduction

Trust Accounting can be configured on an optional basis within Actionstep. If your firm is not involved in any trust-related activities, it is best to leave this module untouched.

https://actionstep.zendesk.com/hc/en-us/articles/360001671887-Introduction-to-Trust-Accounting-Client-Accounting- in Actionstep Help Center

When enabling this module, you will see that Actionstep offers a vast number of 'plugins' that are tailored for each jurisdiction.

https://actionstep.zendesk.com/hc/en-us/articles/360055347873-Notes-regarding-specific-Jurisdictional-plug-ins in Actionstep Help Center


Configuration

https://actionstep.zendesk.com/hc/en-us/articles/360001694907 in Actionstep Help Center

https://actionstep.zendesk.com/hc/en-us/articles/360001820268 in Actionstep Help Center

Hands-on

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