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How Many Bank Accounts Can I Link in Clio Payments?

Question:

  • How many Trust Accounts can I connect to Clio Payments?
  • How many Operating Accounts can I connect to Clio Payments?
  • How many bank accounts can I link in Clio Payments?
  • Can I have more than one Operating Account Linked to Payments?

Environment:

  • Clio Manage
  • Clio Payments

Additional Information

  • You may only have one default Trust Account and one default Operating Account.

Answer:

  • It is possible to connect multiple Trust and Operating Accounts to Clio but there is a requirement of at least one Operating account being connected. 

 

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