Connect to your Accounting Platform - Clio

^{Steps to connect to Clio:}

^{During the account setup phase, you will be presented with the following screen:}

^{Click on the Clio icon to access their login page:}

^{After entering your credentials, you will be presented with the following screen enabling InvoiceSherpa to access your invoicing data:}

^{During the data synchronization process between both platforms, you will encounter the following screen:}

^{Upon completion, the following screen will be displayed. Please click on "Let's finish up." This action signifies that the data from Clio has been successfully synchronized with InvoiceSherpa. Proceed by following the on-screen instructions. After this process is finalized, you will be redirected to the dashboard page of the platform:}