Trust Accounting Compliance for New Zealand Has Arrived
Marketing Manager
Kia Ora! Today we are excited to share that trust accounting compliance for New Zealand has arrived to Clio.
Built with New Zealand law firms in mind, Clio now includes the essential tools you need to confidently manage trust accounts, meet regulatory obligations, and stay audit-ready — all in one platform.
Access New Zealand-based trust capabilities, including:
- Strict transaction controls: deletions are disallowed, and reversals are logged
- Automatic transaction numbering
- Journal entries between clients and matters
- Bulk transfers from trust to office
- Adjustable entries during reconciliation
- Comprehensive trust reports
- Trust receipts and disbursement tracking
- Separation of trust and bearing accounts
- Ability to send Trust receipts directly from Manage
- Access to Safe Custody Document Register
For more NZ content, check out our on-demand Legal Business Operations Summit. Get stuck into the business side of running a law firm, with a focus on what works for Kiwi firms right now.