![]() ![]() eBillity workflows are clunky, and require far more steps.M圜ase only pushes over the invoice information, and doesn’t get the full pictures on a client’s accounting. Client information, trust deposits, and invoices are not updated in real time. Not enough data is synced between M圜ase and QuickBooks.Invoicing/Trust workflow feels similar to LeanLaw w/o QuickBooks Online.Because M圜ase is the primary source of accounting information, the QuickBooks Online integration isn’t practical. ![]() ![]() You might be paying more for things you won’t use. This means that you have more than what you need, unless you leverage all the features. M圜ase is an All-In-One platform for practice management which includes timekeeping, invoicing and trust.While their trust accounting integration to QuickBooks has improved, it can be clumsy and it’s not in real time, a burden on the bookkeeper to manage both environments and ensure accuracy. Even when deposits/payments are synced in both places, accounts must be setup in both. Have to track finances in both Clio and QuickBooks Online: Clio requires you to establish accounts in both QuickBooks Online and Clio, meaning that finances must be accounted for in both places – double entries means more manual workarounds.Their recent strides to improve their QuickBooks Online integration has made it better, but it’s still secondary to their integrated tools and not core to their workflows around timekeeping and invoicing. Clio is an All-In-One platform for practice management which includes timekeeping, invoicing and trust. ![]()
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