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What Bank Accounts Can I Set Up in Clio?

Question:

  • What Bank Accounts can I set up in my Clio Account?

Environment:

  • Clio Manage

Additional Information:

  • 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.

Answer:

You can create two types of Bank Accounts in Clio:

  • Operating Accounts
  • Trust Accounts (EMEA: referred to as Client Accounts)
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