Operating Account Setup
Set up your firm’s operating account through Clasp with a guided, white-glove experience from day one.
About
Operating account setup handled for you
Built for your firm’s day-to-day operations
Your operating account is where your firm runs—covering expenses, payroll, and revenue. We help you set it up the right way from the start.
Without a proper setup, firms often face:
Disconnected systems, manual tracking, and limited visibility into financial performance.

We’ll handle your Operating account setup
We’ll take care of your Operating account setup through our trusted banking partner to ensure your trust account is compliant and structured correctly for your state.
FAQs
