KCS - Why Can't I Delete a Clio Bank Account?

Objective:

  • I can't completely delete a my Clio Operating or Trust account, why?
  • How to delete Clio bank Accounts

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

You will be unable to completely delete a Clio bank Account if:

1. The Account has any manual transactions in it. The transactions will first need to be deleted.

2. The Account has Trust or Clio Payments transactions associated with it. Any Account with these types of transactions can not be completely deleted at this time due to the need to maintain financial records in certain jurisdictions. 

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