Secure, compliant, and you can do it on your own
Clio Accounting helps you record, manage, and analyze every financial transaction related to running your firm in one place.
Manage your finances from one connected solution
Limit manual data entry. Clio Accounting reduces the risk of error by automating ledger entries, transaction matching, and reconciliation. Stay on top of your bookkeeping and accounting with tasks and best practices.
Stay compliant with industry regulations
No more costly trust accounting mistakes. With Clio’s legal accounting software, you can accurately manage client funds held in trust and maintain legal compliance, the entire time funds are in your hands.
Reconcile with ease
Stay secure, audit-ready, and compliant. Clio Accounting makes it simple to match account transactions from your bank account to your books, creating permanent records you can rely upon.
Be prepared for tax time
No more duplicate data entry, missing transactions, and tracking down receipts. Easily gather all the financial information required for tax filing.
Make informed business decisions
Get a complete picture of your firm’s financial performance by monitoring your firm’s cash flow in real time and generating financial reports for law firms.
Having all of our accounting in one place is incredibly convenient. Clio Accounting is built right into Clio Manage, making everything streamlined, efficient, and easily accessible.
John Roach, Attorney, RAM Law PLLC
We spoke to legal professionals, accountants, and bookkeepers about using Clio Accounting. Here’s what they had to say.
Everything you need, and nothing you don’t
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Firm dashboard
Monitor your financial health in real time with a bird’s eye view of your finances and outstanding tasks.
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Bank sync
Stay on top of your books by automatically syncing transactions from your bank account to your ledger.
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Accounts receivable
Maintain a healthy cash flow and ensure timely payments with a summary of unpaid or partially paid invoices.
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Hard cost sync
Accurately record hard costs by automatically syncing matter information from Clio Manage.
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Expense management
Stay on top of your expenses to identify spending trends and cost-saving opportunities.
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Vendor management
Oversee vendor records, track the 1099 status, and monitor vendor-related expenses and payments.
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Financial reporting
Get business critical insights for law firms, including income, cash flow, balance sheets, and more.
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Reconciliation
Complete reconciliations for both trust and operating bank accounts in compliance with industry regulations.
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Trust accounting
Perform three-way reconciliation and track trust requests, deposits, disbursements, transfers, and withdrawals.
Get a Personalized Tour ofClio Accounting
Built for legal professionals, not just accountants
Clio is trusted by 150,000 legal professionals and approved by 100 bar associations and law societies worldwide.
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Intuitive workflows, so you know exactly what to do
You don’t need previous accounting experience, professional designations, or weeks of training to get started.
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Quality support from a trusted team
Get hands-on support by phone, email, or live chat 24/5 for everything from case management to accounting.
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Complimentary access for your accountant
Give your accountant or bookkeeper secure access to the information they need to support your firm at no extra cost.
Get started with Clio Accounting today
See how Clio can help you run a more efficient and profitable practice from intake to accounting.