IOLTA Guard
IOLTA Guard is web-based trust accounting software built for attorneys and law firms.
What IOLTA Guard is
IOLTA Guard is web-based trust accounting software built for attorneys and law firms. Each deposit and disbursement is assigned to a client and matter, with running balances maintained in client ledgers. Its monthly three-way reconciliation compares the trust register, bank statement, and combined client ledger balances, flagging discrepancies. Bank statements can be imported in OFX, QFX, or CSV format for transaction matching, and the software prints MICR-encoded trust checks on plain paper or standard check stock. Reconciliation reports include state-specific rule citations for attorneys in all 50 states and the District of Columbia. The company offers migration from several legal and accounting systems, spreadsheets, and paper records. Transactions, changes, and deletions are permanently logged with a username, timestamp, and reason. Firm data is isolated at the database level and encrypted in transit and at rest; optional two-factor authentication is available. IOLTA Guard notes that attorneys remain responsible for compliance with state bar rules.
Good
- Compares trust, bank, and client ledger balances monthly.
- Imports OFX, QFX, and CSV bank statements.
- Permanently logs transactions, changes, and deletions.
- Supports firms in all 50 states and D.C.
Watch out
- No free plan is listed.
- Solo Practitioner covers one user and one bank account.
- Attorneys remain responsible for state bar compliance.
Who it suits
IOLTA Guard suits attorneys and firms that need client-level trust ledgers, three-way reconciliation, and state-specific citations. It may also fit firms migrating from listed legal software, spreadsheets, or paper records.
Verdict
IOLTA Guard focuses on trust accounting, reconciliation, and audit records for legal practices. Its entry plan is $99 a month, and the software does not replace an attorney's responsibility to follow applicable state bar rules.
Plans and prices
From IOLTA Guard's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo Practitioner | $99 a month | 1 user · 1 bank account · $99/mo |
| Basic | $199 a month | 3 users · 3 bank accounts · $199/mo |
| Settlement Generator (add-on) | $200 a month | Available for any plan · $200/month |
| Advanced | $299 a month | Unlimited users · unlimited bank accounts · $299/mo |
The facts
Each one read from IOLTA Guard's own pages, with the date it was checked.
What it does
- Audit trail
- Transactions, modifications, and deletions are permanently logged with username, timestamp, and reason.checked 30 Sep 2026
- Bank imports
- Bank statements can be imported in OFX, QFX, or CSV format for automatic transaction matching.checked 30 Sep 2026
- Check printing
- IOLTA Guard prints MICR-encoded trust checks on plain paper or standard check stock.checked 30 Sep 2026
- Client ledgers
- Every deposit and disbursement is assigned to a client and matter with running ledger balances.checked 30 Sep 2026
- Compliance coverage
- The product is built for attorneys in all 50 states and the District of Columbia and generates state-specific rule citations in reconciliation reports.checked 30 Sep 2026
- Data export and deletion
- Firm administrators can export a complete CSV archive at any time, and after cancellation data is permanently deleted on day 90.checked 30 Sep 2026
- Migration sources
- The company migrates data from QuickBooks, Tabs3, ProLaw, Clio, TimeSolv, Abacus Law, spreadsheets, and paper records.checked 30 Sep 2026
- Professional responsibility
- IOLTA Guard states that it is not a law firm or accounting firm and that compliance with state bar rules remains the attorney's responsibility.checked 30 Sep 2026
- Purpose
- IOLTA Guard is purpose-built trust accounting software for attorneys and law firms.checked 30 Sep 2026
- Security
- Firm data is isolated at the database level, encrypted in transit and at rest, and protected with salted password hashes and optional two-factor authentication.checked 30 Sep 2026
- Setup
- Most firms can become operational within 15 minutes of signing up.checked 30 Sep 2026
- Support
- Support is available Monday through Friday, 9am–6pm ET, by phone and email, with technical support, demos, migration, and onboarding help.checked 30 Sep 2026
- Three-way reconciliation
- The software compares the trust register balance, bank statement balance, and sum of client ledger balances each month and flags discrepancies.checked 30 Sep 2026
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