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KCS - Is Clio an accounting software?

Objective:

  • Does Clio do the bookkeeping?
  • Do I need an accounting software as well as Clio?

Environment:

  • Clio Web App
  • Accounting Software

Additional Information:

As Clio is not an full accounting package, we recommend that you use accounting software alongside Clio.  Clio syncs with Quickbooks Online and Xero, and integrates with Quickbooks Desktop.

Answer:

No, Clio is a Practice Management software with a 'Billing' or 'Invoicing' feature.  The only accounting that Clio handles is generating invoices, receiving payment on the invoices, and tracking trust account activity.

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