Objective:
- Why am I seeing an error when attempting to link my Clio and WealthCounsel
Environment:
- Clio Manage
- WealthCounsel
Additional Information:
n/a
Answer:
Only an Administrator on the WealthCounsel account can set up the Clio Integration.
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n/a
Only an Administrator on the WealthCounsel account can set up the Clio Integration.