2017

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KCS - Can I Have More Than one Trust Account in Clio?

Objective:

  • Multiple Bank Accounts
  • IOLTA
  • IOLA

Environment:

  • Clio Web App

Additional Information:

Any bank account that you create in Clio is not linked to your actual bank accounts.  Bank Accounts in Clio are just ledgers where you can keep track of payments o Bills and Retainer Deposits.

Answer:

Yes, there is no limit to how many Trust Accounts you can create in Clio.

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