All plans include a 14-day free trial. No credit card required to start.
Perfect for solo practitioners managing a single trust account.
For small firms with multiple accounts and a bookkeeper or CPA.
Unlimited accounts and users for multi-attorney and larger firms.
One-click full audit report package
When the bar calls, you're ready. IOLTATrusts bundles your three-way reconciliation, complete transaction detail, per-client ledgers, signed reconciliations, and bank statements into a single print-ready PDF — in seconds. No scrambling, no spreadsheets.
Each attorney requires their own login. IOLTATrusts maintains a complete, attorney-level audit trail of every transaction, reconciliation, and document action. Shared credentials compromise this record and may put your firm out of compliance with bar trust account rules.
All prices in USD. Cancel anytime. Questions? Contact us →
IOLTA (Interest on Lawyers' Trust Accounts) accounts hold client funds that attorneys receive before earning them — retainers, settlement proceeds, and closing funds. Bar rules require these to be kept separate from operating funds, reconciled monthly, and fully auditable.
Sign up, create your firm, and use the full software for 14 days free. No credit card needed. At the end of the trial, choose a plan to continue. Your data is never deleted.
Yes. All plans support team members with granular permissions. You control exactly what each person can see and do — from view-only access to full transaction entry.
Three-way reconciliation ties three numbers together: your bank statement balance, your book (ledger) balance, and the sum of all individual client balances. Bar rules require all three to match monthly. IOLTATrusts generates the report automatically.
All data is encrypted at rest and in transit. We use JWT authentication, HTTPS everywhere, and per-firm data isolation. We do not share your data with third parties.