The Actionstep/Xero integration is clunky and has not worked for me in over two months of trying (including after one of their support staff set up the integrations for me). So much wasted potential... I hope that they pull their socks up on this one.
A must-have for anyone handling client money. Actionstep takes care of all the compliance requirements associated with trust funds and provides a full practice management solution at the same time. Simply excellent!
Actionstep and Xero are a beautiful partnership, naturally. Actionstep feeds Xero on a one-way basis to protect the Trust/Client data from unauthorised changes. Its an easy to use partnership.