- What Bank Accounts can I set up in my Clio Account?
- Clio Manage
- How to Create a Bank Account
- Bank Accounts in Clio do not create a true sync with your Firm's Bank Accounts.
- The Accounts created below are a recommendation. Speak to your Accountant if you are unsure whether or not you require the set up of additional Accounts.
You can create two types of Bank Accounts in Clio:
- Operating Accounts
- Trust Accounts (EMEA: referred to as Client Accounts)