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Can My Accountant Generate Reports Without a Clio Login?

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.

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