- 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
- Clio Manage
- For instructions on how to add a User to your account, please click here.
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.