Client Accounting

  • Track multiple bank accounts and organise your client trust funds by matter and client with Clio.

    Simplify your bookkeeping

    Keep your firm’s accounting in order year-round. Manage all of your financials in Clio and export income statements and balance sheets—Your accountant will thank you for it. Clio also integrates directly with popular accounting software XERO and QuickBooks Online, so you can avoid duplicating data entries between platforms, and keep everything up to date at all times.

  • Track your client accounts with ease

    Clio’s client accounting software labels and tracks clients’ funds in client accounts. You can track multiple bank accounts and organise your client trust funds by matter and client, making client accounting reconciliation easy. Clio’s legal billing guides your record-keeping and maintains your clients’ accounts records while preventing common errors.