Objective:
- Why am I seeing an error when attempting to link my Clio and WealthCounsel
Environment:
- Clio Web App
- WealthCounsel
Additional Information:
n/a
Answer:
Only an Administrator on the WealthCounsel account can set up the Clio Integration.
San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!