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Is Clio Compliant with British Columbia Rules for Trust Accounting

Objective:

  • Can Clio Do Trust Accounting in BC
  • How to Do Trust Accounting for BC in Clio

Environment:

  • Clio's Manage

Additional Information

  • Clio has worked closely with the Law Society of Alberta to build custom tools for users in their Society. We have a Report for LSA Users that you can find out more about here.

Answer:

  • While we can't provide legal/regulatory advice, we have clients that in BC that use our Trust Ledger Report and QuickBooks to meet BC Trust requirements
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