Objective:
- When I'm setting up Clio Payments am I able to map my Clio Operating Account to my Trust Account?
- Can I link my Trust and operating Accounts in Clio?
Environment:
- Clio Manage
Additional Information:
This article will walk you through setting up Clio Payments
Answer:
You cannot map your Trust Account to your Clio Operating Account. Clio does this to stay compliant with IOLTA guidelines and the ABA code of professional conduct.