In my experience, zero integration with accounting software
November 06, 2023

In my experience, zero integration with accounting software

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clio

Clio was our firm's client and file management system. We also attempted to use it for accounting.
  • In my opinion, easy to navigate
  • In my experience, extremely poor integration with accounting software (Quickbooks)
  • In my opinion, extremely poor customer service and onboarding
  • Document management
  • Accounting integration
  • In my experience, unable to integrate accounting software
  • In my opinion, poor customer support
  • In my experience, manual entry for every process
We used Clio because we thought it would be more streamlined. After using other applications like CosmoLex and Soluno which, in my opinion, have true software integration, I would absolutely use CosmoLex or Soluno over Clio, which is more expensive but, in my opinion, offers much less.

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In my opinion, Clio has a slick website and it makes Clio come across like it will be intuitive and streamlined. Instead, I think it makes simple processes overly complex.

In my experience, the advertised "integration" with accounting software is completely nonexistent. As a result, in my opinion, Clio will not simplify processes for a small firm. In most instances, I think it adds an extra step.