Trust Regulations - USA best practice trust accounting (with surplus enabled)

Created by Allison Cloyd, Modified on Thu, 22 Dec 2022 at 12:14 PM by Allison Cloyd

Actionstep has been built as a compliant trust accounting system in the USA. The United States does not provide certification to software companies so whilst we are compliant there is no certification process. 


This article explains the main differences when using the USA - best practices trust accounting plug-in.