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Do We Have to Put Our Bank Account Information into Clio?

Objective:

  • Entering bank account details within Clio
  • Create a Bank Account
  • Adding banking information to Clio Manage

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Adding the bank account information within Clio is at your discretion. Since we do not sync or connect directly to your bank account the information is just for your own reference. Bank account details are not required fields.

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