Exizent
What is the Exizent Integration?
Instantly migrate your Actionstep Probate matter into Exizent, populating people and organisation data.
What can you do with Actionstep and the Exizent Integration?
Exizent’s specifically designed software for legal teams allows you and your team to streamline and efficiently deal with the administration of a deceased’s Estate across the United Kingdom, without the need for intensive training or complicated configuration. Our integration removes the need for double-keying data when opening a matter in Exizent, saving you both time and reducing data entry-related errors. You can seamlessly move from working the matter in Actionstep to Exizent at the click of a button. Once migrated, you will be able to use this data to instantly generate the following forms and documents:
- Court Forms: PA1A & PA1P forms for estates within England and Wales
- C1 & C5 forms for Scottish Estates
- IHT Forms and Schedules:
- IHT400 Tax Form
- IHT Schedules that feed into your IHT400
- IHT205 for legacy cases C4 Corrective Accounts
- IHT 30, 35, 38
- All transferable nil rate band schedules (IHT216, 217, 435, 436, 402)
- We can produce Estate Accounts in two forms, depending on your need:
- PDF Export of Estate Accounts
- Editable Excel Export of Estate Accounts
What are the requirements to use this integration?
Subscription/cost: Free + Exizent Subscription
Actionstep permissions: Partner support required, API Key required
Native/iPaaS requirements: N/A
How do you get started?
To set up and learn more about using this integration, please contact Philip Nairn.
Philip Nairn
07786134029