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Yes. Clio provides tools to manage client trust funds, keep trust ledgers, apply funds to invoices, record transfers and disbursements, and reconcile trust records with bank statements. The exact workflow depends on your plan and whether your firm uses Clio Manage or Clio Accounting. Clio helps organize the work; your firm remains responsible for following the trust-account rules that apply in its jurisdiction.
What trust-account work can Clio handle?
Clio’s documented workflows cover the main steps involved in tracking client funds held in trust. In Clio Manage, a firm can create a trust account, request and accept deposits, retain funds, apply them to client invoices, and record refunds or disbursements. Payments made through a trust request are deposited into a Clio trust account in full, according to Clio’s Trust Account Management guide.
Clio also describes ways to monitor trust activity: invoices can show trust-fund movements and remaining balances, and firms can set low-balance alerts. The software records fund applications and transfers and supports trust-account reporting. See Clio’s trust account management feature page for its overview of these capabilities.
Keep trust and operating records distinct
Clio describes separate trust and operating ledgers. That separation helps firms track client funds independently from the firm’s operating money; it does not, by itself, establish that an account setup or transaction complies with every local rule.
#1 Best Overall
- COMPACT & PORTABLE- Mini desktop size with rubberized keys for fast, comfortable input in office or on-the-go environments.
- BIG DISPLAY & EASY INPUT – 12-Digit LCD Display, large, easy-to-read screen ideal for quick and accurate business or personal calculations.
- ONE-COLOR PRINTING WITH DATE & TIME-Prints in crisp black and automatically includes the date and time—ideal for accurate recordkeeping, receipts, budgets, and accounting tasks.
- TAX & BUSINESS FUNCTIONS- Includes cost/sell/margin, tax calculation, and currency exchange functions for efficient financial decision-making.
- CHECK, CORRECT & RE-PRINT – Review and correct up to 150 steps before printing; use re-print and after-print functions for efficient documentation.
How does trust reconciliation work in Clio?
Clio Accounting documents three-way trust reconciliation: comparing the bank records with both the client trust ledger and the firm trust ledger. Its workflow presents the bank-statement balance, trust-account balance, and client-trust-fund balance alongside transaction records for review. This gives the firm a way to identify differences among the bank’s records, the overall trust account, and amounts attributed to individual clients. Clio explains the process in Clio Accounting: Operating and Trust Reconciliation.
Clio also has a trust-reconciliation workflow in Clio Manage for eligible current plans. Clio’s help article says that only administrators can reconcile trust accounts through that workflow. It also says completed reconciliation reports include a summary, transaction details, and client-ledger details; reports can be viewed in Clio for ten years and exported as PDF. These are product-specific report capabilities, not a statement about how long a firm must retain records under its local rules. See Trust Reconciliation in Clio.
Rank #2
- FAST TWO-COLOR PRINTING – Prints at 2.0 lines per second with dual-color output (black/red) for easy distinction between positive and negative values.
- CHECK, CORRECT & RE-PRINT – Review and correct up to 150 steps before printing; use re-print and after-print functions for efficient documentation.
- TAX & BUSINESS FUNCTIONS – Includes cost/sell/margin, mark-up/mark-down, tax calculation keys, and currency exchange for quick financial operations.
- BIG DISPLAY & EASY INPUT – Features a 12-digit LCD and large, clearly spaced plastic keys for comfortable, accurate data entry.
- UPGRADED DESIGN – New version of the HR-100TM, ideal for taxes, bookkeeping, and accounting with clock/calendar printouts, subtotal & grand total, and percent functions.
Which Clio workflow should your firm use?
First confirm which Clio products and plan your firm has. Clio directs customers whose plan includes Clio Accounting to perform reconciliation in Clio Accounting rather than using the Clio Manage workflow. The Manage reconciliation option is limited to current plans, and administrator access is required for that workflow. Availability and permissions therefore matter when deciding how to reconcile.
- Check your plan and product access. Confirm whether your firm has Clio Accounting and whether the trust features you need are available in your plan.
- Choose the matching reconciliation workflow. If your plan includes Clio Accounting, follow its reconciliation process; otherwise, check whether the Clio Manage trust-reconciliation workflow is available to your firm.
- Confirm the user role. For the Clio Manage reconciliation workflow, make sure the person doing the reconciliation has administrator access.
- Verify regional applicability. Ask Clio whether the relevant features and setup apply to your location and account before relying on them for your firm’s process.
Does Clio make a firm compliant with trust-account rules?
No software feature alone guarantees compliance. Clio can help record and review trust activity, but the firm must follow the applicable regulator’s requirements and its own accounting procedures. Rules differ by jurisdiction, so confirm how your regulator treats trust ledgers, reconciliation, disbursements, recordkeeping, and other obligations before setting up or relying on a workflow.
Rank #3
- Dual power ways: Solar power or 1 AA battery (Battery Included) , energy saving and convenient.
- Adopt Japanese LCD screen, 12 digits, display data clearly.
- Support +/-(negative)，%，√ calculation; Rounding off & decimal place setting; CE/C (part/all clear), MC/MR/M+/M- (memory) key.
- Auto shut-down in 8min if no further operation.
- Big ABS plastic button, offer accurate positioning and comfortable texture, support >1 million times press.
Clio recommends regular reconciliation and gives monthly or quarterly frequency examples depending on jurisdiction. Those examples are not a universal legal interval. Check your regulator’s requirements and follow your firm’s documented procedures. Clio’s reconciliation guidance and Trust Reconciliation in Clio help page describe the product workflows and recommendation.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.What about Clio’s Canadian accounting features?
Clio announced legal accounting in Clio Manage for Canadian law firms, including three-way trust reconciliation, Canadian tax tracking, and reports. The announcement is specific to Canada and its release; it does not establish that the same setup or feature set is available to every Clio customer elsewhere. Canadian firms should confirm current availability and plan details with Clio. See the announcement of legal accounting in Clio Manage for Canadian law firms.
Quick Recap
Best Value
- Check your calculations thanks to the calculator's inbuilt serial impact roller printer that enables you to monitor your inputs and retains ongoing records. This two-color printer with a four-key memory prints red and black ink at up to 2.3 lines per second onto the included roll of paper.
- Printing calculator offers 12-digit LCD display for convenient viewing. 4-key memory keeps often-used figures accessible for faster calculations. Clock and calendar functions help maintain schedules.
- Easy-to-use solution for all of your basic math needs. Streamline financial calculations with currency conversion, tax calculation, and item counter functions. 1-year manufacturer limited warranty.
- Dimensions: 2.2"H x 6.4"W x 9.1"D. Package content: AC adapter, paper roll, user manual.
- Powered by any standard AC outlet, eliminating the need for expensive batteries. Decimal switch, rounding switch, percent, sign change, backspace, double zero, and grand total functions help you solve a variety of mathematical problems.
Rank #4
- Two-way Power Desk Calculator: Use solar power or battery power,In the case of sunlight or light, it can also be used without battery (Provide 2 AA batteries, only 1 needed).
- Optimized for Desk Use: The angled display offers a better viewing angle, especially when placed on a flat surface.
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- Desktop Basic Office Calculator:Perfect for daily use in offices, businesses, schools, retail stores, shopping centers, and home offices.
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