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)