Software Guides

Set up your practice software the way the bar. actually expects

Every platform has its own trust-accounting blind spots — and more than one moment where it’s easy to get wrong. Pick your software, then the guide you need. Preview what it covers, unlock the rest with your firm email.

Clio Software Guides

What this guide fixes

  • Connect operating, trust, and credit accounts.
  • Import bank transactions automatically or via CSV.
  • Review and match transactions with accounting records.
  • Categorize unmatched transactions, fees, and activity.
  • Manage bank accounts, history, and reconciliation.

What this guide covers

  • Set up your QuickBooks Online company and dashboard.
  • Connect bank and credit card accounts.
  • Import customers, suppliers, and accounting data.
  • Create invoices and manage taxes and users.
  • Run and customise financial reports.

What this guide fixes

  • Set up and customise your Zoho Books account.
  • Import customers, vendors, items, and balances.
  • Create invoices, bills, expenses, and payments.
  • Connect bank accounts and reconcile transactions.
  • Manage taxes, reports, accounting, and integrations.