Actionstep
Actionstep is a cloud-based practice management software designed for accounting, legal, and professional service firms. It includes features like time tracking, billing, document management, task management, calendaring, and more.
cloudbased
practice-management
accounting
legal
professional-services
time-tracking
billing
document-management
task-management
calendaring
Actionstep: Cloud-Based Practice Management Software
Actionstep is a cloud-based practice management software designed for accounting, legal, and professional service firms. It includes features like time tracking, billing, document management, task management, calendaring, and more.
What is Actionstep?
Actionstep is a comprehensive practice management and workflow automation software designed specifically for accounting, legal, and professional services firms. It brings together various tools and capabilities that modern firms need in an intuitive cloud-based solution.
Key features of Actionstep include:
- Time tracking and billing - Track billable and non-billable time accurately, generate customized invoices, receive online payments
- Document management - Centralize client files and documents with customizable folders, automated OCR, remote access
- Task management - Assign, monitor and manage tasks across teams to keep projects on track
- Calendaring - Shared calendar keeps everyone on the same page with key dates, meetings, deadlines
- Workflows & checklists - Standardize routine processes for consistency and efficiency
- Reporting & analytics - Gain insights into time tracking, productivity, profitability etc.
- Custom branding - Match software appearance to your company's branding
- Mobile access - Access key data and tools on-the-go through iOS and Android apps
Designed for modern agile firms, Actionstep unites functionalities spread across separate tools into a centralized hub suited to firms' unique needs, helping improve productivity and organization.
Actionstep Features
Features
- Document Management
- Time Tracking
- Billing
- Task Management
- Calendaring
- Contact Management
- Reporting
- Mobile App
- Workflow Automation
- Email Integration
Pricing
- Subscription-Based
Pros
Intuitive interface
Robust feature set
Cloud-based for easy access
Integrates with Office 365 and G Suite
Customizable workflows
Mobile app for on-the-go work
Cons
Can be pricey for smaller firms
Steep learning curve
Limited API capabilities
No on-premise version available
Official Links
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