Objective:

• How can my accountant create Reports if they don't have a Clio Account
• Can I generate reports if I'm not a User on the account
• How does my accountant generate reports if they aren't a User on the firm

Environment:

• Clio Manage

Additional Information:

• For instructions on how to add a User to your account, please click here.

Answer:

In order to generate Reports in Clio, your accountant would need to be added as a User on your Clio account and given Report permissions.