Trust Accounting
- Dakota Martin
- Robert Butler
Introduction
Actionstep's Trust Features are available on every version of our product, ensuring all our users have the tools to stay compliant. The process of setting up Trust Accounting in Actionstep is fairly simple.
The purpose of the trust features is to record trust transactions (receipts, payments) and then run Trust Reconciliations to ensure your records match what is actually occurring in your trust bank accounts. This information will pull into various trust reporting.
Introduction to Trust (Client) accounting in Actionstep Help Center
Jurisdictional Plugins
When enabling the trust module, you will see that Actionstep offers various 'plugins' that are tailored for each jurisdiction.
Trust Jurisdictions in Actionstep Help Center
Configuration
Trust Accounting Administration in Actionstep Help center
Continue to Opening a Matter Trust Account =>