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KCS - How to Add an Account


  • Add a Bank Account
  • Create an Account


  • Clio Web App
  • Accounts

Additional Information:

Ensure that the correct bank account type is selected, as this field can not be changed after the account is created.


  1. Click Accounts in the navigation
  2. Click New on the top right side
  3. Select Account Type and include Account name
  4. Include any other relevant information (optional)
  5. Click Create New Bank Account


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