Quickbooks Online

Make your trust accounting work better, bringing invoices, customers, and payments into the most popular small business accounting tool (Coming January 2024).

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Confido Legal

Take payments with Confido (formerly Gravity Legal) and they’ll automatically reflect in Clever Case. No more manually posting payments!

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Xero

Bring customers, invoices, payments, and trust transactions directly into this accounting tool (*Enterprise Feature).

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